Sands Capital Management

Sands Capital Management as of March 31, 2023

Portfolio Holdings for Sands Capital Management

Sands Capital Management holds 66 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Visa Com Cl A (V) 6.7 $2.0B 9.0M 225.46
Dex (DXCM) 5.3 $1.6B 14M 116.18
Amazon (AMZN) 5.2 $1.6B 15M 103.29
MercadoLibre (MELI) 5.0 $1.5B 1.2M 1318.06
Sea Sponsored Ads (SE) 4.5 $1.4B 16M 86.55
Lam Research Corporation (LRCX) 3.9 $1.2B 2.2M 530.12
Shopify Cl A (SHOP) 3.7 $1.1B 24M 47.94
Servicenow (NOW) 3.6 $1.1B 2.4M 464.72
Netflix (NFLX) 3.6 $1.1B 3.2M 345.48
Asml Holding Nv N Y Registry Shs (ASML) 3.4 $1.0B 1.5M 680.71
Block Cl A (SQ) 3.4 $1.0B 15M 68.65
Atlassian Corporation Cl A (TEAM) 3.0 $908M 5.3M 171.17
Cloudflare Cl A Com (NET) 3.0 $904M 15M 61.66
Snowflake Cl A (SNOW) 2.6 $794M 5.1M 154.29
Align Technology (ALGN) 2.5 $767M 2.3M 334.14
Entegris (ENTG) 2.4 $721M 8.8M 82.01
CoStar (CSGP) 2.2 $661M 9.6M 68.85
Nike CL B (NKE) 1.9 $575M 4.7M 122.64
Doordash Com Cl A (DASH) 1.9 $569M 9.0M 63.56
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 1.8 $542M 5.8M 93.02
NVIDIA Corporation (NVDA) 1.7 $520M 1.9M 277.77
Edwards Lifesciences (EW) 1.7 $514M 6.2M 82.73
Okta Cl A (OKTA) 1.7 $501M 5.8M 86.24
Aptiv SHS (APTV) 1.6 $493M 4.4M 112.19
Microsoft Corporation (MSFT) 1.6 $475M 1.6M 288.30
Alphabet Cap Stk Cl A (GOOGL) 1.5 $458M 4.4M 103.73
Intuit (INTU) 1.5 $444M 997k 445.83
Airbnb Com Cl A (ABNB) 1.2 $367M 3.0M 124.40
Uber Technologies (UBER) 1.1 $343M 11M 31.70
Warner Music Group Corp Com Cl A (WMG) 1.1 $343M 10M 33.37
Floor & Decor Hldgs Cl A (FND) 1.1 $327M 3.3M 98.22
Irhythm Technologies (IRTC) 1.0 $300M 2.4M 124.03
Datadog Cl A Com (DDOG) 1.0 $294M 4.0M 72.66
Charter Communications Inc N Cl A (CHTR) 0.9 $287M 804k 357.61
Repligen Corporation (RGEN) 0.9 $272M 1.6M 168.36
Match Group (MTCH) 0.8 $233M 6.1M 38.39
Globant S A (GLOB) 0.8 $231M 1.4M 164.01
Axon Enterprise (AXON) 0.7 $222M 989k 224.85
10x Genomics Cl A Com (TXG) 0.7 $209M 3.7M 55.79
Nu Hldgs Ord Shs Cl A (NU) 0.7 $200M 42M 4.76
Liberty Media Corp Del Com Ser C Frmla 0.7 $198M 2.6M 74.83
Coupang Cl A (CPNG) 0.6 $190M 12M 16.00
Roper Industries (ROP) 0.6 $188M 427k 440.69
Hdfc Bank Sponsored Ads (HDB) 0.6 $181M 2.7M 66.67
Alphabet Cap Stk Cl C (GOOG) 0.5 $148M 1.4M 104.00
Texas Instruments Incorporated (TXN) 0.4 $133M 717k 186.01
XP Cl A (XP) 0.4 $133M 11M 11.87
Chegg (CHGG) 0.4 $126M 7.7M 16.30
Sarepta Therapeutics (SRPT) 0.4 $121M 875k 137.83
TransDigm Group Incorporated (TDG) 0.4 $115M 156k 737.05
Iqvia Holdings (IQV) 0.4 $110M 552k 198.89
Kanzhun Sponsored Ads (BZ) 0.4 $108M 5.7M 19.03
Steris Shs Usd (STE) 0.3 $83M 433k 191.28
Zoetis Cl A (ZTS) 0.3 $80M 481k 166.44
Intercontinental Exchange (ICE) 0.2 $65M 626k 104.29
Bio-techne Corporation (TECH) 0.2 $55M 747k 74.19
UnitedHealth (UNH) 0.2 $55M 117k 472.59
Siteone Landscape Supply (SITE) 0.2 $46M 336k 136.87
Sansara Com Cl A (IOT) 0.1 $34M 1.7M 19.72
Uipath Inc Cl A (PATH) 0.0 $15M 862k 17.56
Ferrari Nv Ord (RACE) 0.0 $14M 51k 270.94
Cadence Design Systems (CDNS) 0.0 $8.6M 41k 210.09
Ishares Tr Msci India Etf (INDA) 0.0 $8.6M 218k 39.36
Waste Connections (WCN) 0.0 $8.5M 61k 139.07
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $3.2M 13k 244.33
Gitlab Class A Com (GTLB) 0.0 $1.9M 56k 34.29