Sands Capital Management

Sands Capital Management as of June 30, 2023

Portfolio Holdings for Sands Capital Management

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Visa Com Cl A (V) 6.1 $2.0B 8.2M 237.48
Amazon (AMZN) 5.9 $1.9B 15M 130.36
Dex (DXCM) 5.2 $1.7B 13M 128.51
Lam Research Corporation (LRCX) 4.2 $1.4B 2.1M 642.86
MercadoLibre (MELI) 4.1 $1.3B 1.1M 1184.60
Microsoft Corporation (MSFT) 4.0 $1.3B 3.8M 340.54
NVIDIA Corporation (NVDA) 4.0 $1.3B 3.1M 423.02
Servicenow (NOW) 3.8 $1.2B 2.2M 561.97
Netflix (NFLX) 3.8 $1.2B 2.8M 440.49
Shopify Cl A (SHOP) 3.3 $1.1B 16M 64.60
Entegris (ENTG) 3.2 $1.0B 9.3M 110.82
Asml Holding N V N Y Registry Shs (ASML) 3.1 $1.0B 1.4M 724.75
Block Cl A (SQ) 3.0 $964M 15M 66.57
Sea Sponsord Ads (SE) 2.8 $904M 16M 58.04
Snowflake Cl A (SNOW) 2.7 $875M 5.0M 175.98
Atlassian Corporation Cl A (TEAM) 2.7 $859M 5.1M 167.81
Cloudflare Cl A Com (NET) 2.3 $746M 11M 65.37
CoStar (CSGP) 2.3 $741M 8.3M 89.00
Align Technology (ALGN) 2.3 $729M 2.1M 353.64
Doordash Cl A (DASH) 2.1 $661M 8.7M 76.42
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 1.8 $587M 5.8M 100.92
Meta Platforms Cl A (META) 1.7 $562M 2.0M 286.98
Alphabet Cap Stk Cl A (GOOGL) 1.6 $521M 4.3M 119.70
Nike CL B (NKE) 1.6 $510M 4.6M 110.37
Datadog Cl A Com (DDOG) 1.4 $448M 4.6M 98.38
Aptiv SHS (APTV) 1.4 $443M 4.3M 102.09
Edwards Lifesciences (EW) 1.4 $440M 4.7M 94.33
Uber Technologies (UBER) 1.4 $440M 10M 43.17
Okta Cl A (OKTA) 1.2 $398M 5.7M 69.35
Axon Enterprise (AXON) 1.2 $389M 2.0M 195.12
Airbnb Com Cl A (ABNB) 1.1 $364M 2.8M 128.16
Nu Hldgs Ord Shs Cl A (NU) 1.0 $331M 42M 7.89
Globant S A (GLOB) 0.8 $274M 1.5M 179.72
Floor & Decor Hldgs Cl A (FND) 0.8 $266M 2.6M 103.96
XP Cl A (XP) 0.8 $262M 11M 23.46
Irhythm Technologies (IRTC) 0.8 $249M 2.4M 104.32
Match Group (MTCH) 0.7 $240M 5.7M 41.85
Coupang Cl A (CPNG) 0.7 $237M 14M 17.40
10x Genomics Cl A Com (TXG) 0.7 $230M 4.1M 55.84
Repligen Corporation (RGEN) 0.7 $226M 1.6M 141.46
Roper Industries (ROP) 0.6 $200M 416k 480.80
Liberty Media Corp Del Com Ser C Frmla 0.6 $195M 2.6M 75.28
Hdfc Bank Sponsored Ads (HDB) 0.6 $185M 2.7M 69.70
TransDigm Group Incorporated (TDG) 0.4 $137M 153k 894.17
CHARTER COMMUNICATIONS INC n Cl A (CHTR) 0.4 $124M 337k 367.37
Ultragenyx Pharmaceutical (RARE) 0.4 $123M 2.7M 46.13
Iqvia Holdings (IQV) 0.4 $122M 541k 224.77
Texas Instruments Incorporated (TXN) 0.4 $121M 674k 180.02
Steris Shs Usd (STE) 0.3 $96M 424k 224.98
Alphabet Cap Stk Cl C (GOOG) 0.3 $93M 769k 120.97
Kanzhun Sponsored Ads (BZ) 0.3 $85M 5.7M 15.05
Zoetis Cl A (ZTS) 0.3 $81M 471k 172.21
Intercontinental Exchange (ICE) 0.2 $69M 614k 113.08
Chegg (CHGG) 0.2 $67M 7.6M 8.88
UnitedHealth (UNH) 0.2 $55M 115k 480.64
Siteone Landscape Supply (SITE) 0.2 $55M 329k 167.36
Samsara Com Cl A (IOT) 0.1 $47M 1.7M 27.71
Stevanato Group S P A Ord Shs (STVN) 0.1 $41M 1.3M 32.38
Ferrari Nv Ord (RACE) 0.1 $17M 51k 325.21
Ishares Tr Msci India Etf (INDA) 0.0 $9.5M 218k 43.70
Cadence Design Systems (CDNS) 0.0 $5.4M 23k 234.52
Waste Connections (WCN) 0.0 $4.6M 32k 142.93
Gitlab Class A Com (GTLB) 0.0 $2.8M 56k 51.11
Intuit (INTU) 0.0 $1.8M 4.0k 458.19
Uipath Cl A (PATH) 0.0 $740k 45k 16.57
Bio-techne Corporation (TECH) 0.0 $618k 7.6k 81.63