Sands Capital Management Q4 2020 13F Holdings

Sands Capital Management Q4 2020 holdings
TickerName Value Shares↓ Weighting
SE SEA LTD - ADRAdd  $9,561,826
141.7%
48,037,304
87.0%
9.10%
6.4%
V VISA INCAdd  $6,020,830
140.4%
27,526,312
119.8%
5.73%
5.8%
AMZN AMAZON.COMAdd  $5,245,462
67.9%
1,610,554
62.3%
4.99%
-26.1%
NFLX NETFLIX INCAdd  $5,216,964
104.5%
9,648,002
89.1%
4.97%
-10.0%
MELI MERCADOLIBREAdd  $3,624,392
543.5%
2,163,532
315.8%
3.45%
183.2%
SQ SQUARE INCAdd  $3,604,242
152.4%
16,560,568
88.5%
3.43%
11.1%
UBER UBER TECHNOLOGIES INCAdd  $3,553,008
384.5%
69,666,806
246.5%
3.38%
113.2%
NOW SERVICENOW INCAdd  $3,290,270
112.0%
5,977,634
86.8%
3.13%
-6.7%
ALGN ALIGN TECHNOLOGY INCAdd  $3,148,934
211.6%
5,892,686
90.9%
3.00%
37.1%
TWLO TWILIO INC CLASS AAdd  $2,920,892
323.9%
8,628,928
209.4%
2.78%
86.6%
FB FACEBOOK INC - AAdd  $2,873,080
126.1%
10,517,940
116.7%
2.74%
-0.5%
MTCH MATCH GROUP INCAdd  $2,616,468
131.2%
17,305,832
69.2%
2.49%
1.8%
BABA ALIBABA GROUP HOLDING ...Add  $2,493,094
11.1%
10,712,388
40.3%
2.37%
-51.1%
TEAM ATLASSIAN CORP PLC CLA...Add  $2,388,518
146.6%
10,213,018
91.7%
2.27%
8.5%
ASML ASML HOLDING NV ADRAdd  $2,265,406
132.4%
4,644,890
76.0%
2.16%
2.3%
ILMN ILLUMINA INCAdd  $2,185,154
129.6%
5,905,822
91.8%
2.08%
1.1%
ADBE ADOBE INCAdd  $2,157,720
89.0%
4,314,406
85.3%
2.05%
-16.8%
EW EDWARDS LIFESCIENCES CORPAdd  $2,119,208
120.1%
23,229,280
92.6%
2.02%
-3.1%
SHOP SHOPIFY INCAdd  $2,005,530
119.2%
1,771,748
98.1%
1.91%
-3.6%
NKE NIKEAdd  $1,923,978
123.1%
13,599,898
98.0%
1.83%
-1.8%
INTU INTUIT INCAdd  $1,923,946
118.4%
5,065,016
87.5%
1.83%
-3.9%
CSGP COSTAR GROUP INCAdd  $1,712,578
111.5%
1,852,878
94.1%
1.63%
-6.9%
DXCM DEXCOM INCAdd  $1,694,008
76.2%
4,581,868
96.5%
1.61%
-22.4%
ZTS ZOETIS INCAdd  $1,619,606
86.8%
9,786,136
86.7%
1.54%
-17.8%
TSM TAIWAN SEMICONDUCTOR-S...Add  $1,580,536
186.5%
14,495,002
113.0%
1.50%
26.1%
CHTR CHARTER COMMUNICATIONS...Add  $1,574,512
160.7%
2,380,036
146.0%
1.50%
14.7%
WDAY WORKDAY INCcl aAdd  $1,505,200
86.2%
6,281,878
67.2%
1.43%
-18.0%
IRTC IRHYTHM TECHNOLOGIES INCAdd  $1,458,438
221.4%
6,148,298
222.6%
1.39%
41.4%
LRCX LAM RESEARCH CORPORATIONNew  $1,317,9222,790,6101.25%
APTV APTIV PLCAdd  $1,317,624
182.8%
10,113,008
99.0%
1.25%
24.5%
Z ZILLOW GROUP INCAdd  $1,291,322
142.1%
9,948,558
89.5%
1.23%
6.6%
WMG WARNER MUSIC GROUP CORPAdd  $1,183,632
233.8%
31,156,430
152.6%
1.13%
46.9%
DASH DOORDASH INCNew  $1,177,2878,247,1911.12%
FND FLOOR & DECOR HOLDINGS...Add  $1,115,522
129.4%
12,014,240
84.8%
1.06%
1.0%
SNOW SNOWFLAKE INCAdd  $1,073,390
88.0%
3,814,465
60.2%
1.02%
-17.3%
YNDX YANDEX N VAdd  $1,059,618
129.9%
15,228,776
115.6%
1.01%
1.2%
ABMD ABIOMED INCAdd  $959,572
131.7%
2,959,818
98.0%
0.91%
2.0%
GOOGL ALPHABET INC-CL AReduce  $958,354
8.4%
546,806
-9.3%
0.91%
-52.3%
OKTA OKTA INC CLASS AAdd  $942,786
135.4%
3,707,964
98.0%
0.90%
3.6%
ZM ZOOM VIDEO COMMUNICATI...Add  $715,918
42.3%
2,122,370
98.3%
0.68%
-37.4%
FVRR FIVERR INTERNATIONAL LTDNew  $714,3723,661,5700.68%
GO GROCERY OUTLET HOLDING...Add  $696,708
116.1%
17,750,532
116.5%
0.66%
-4.9%
EDU NEW ORIENTAL EDUCATION...Add  $664,574
167.7%
3,576,634
115.4%
0.63%
17.8%
COUP COUPA SOFTWARE INCAdd  $648,714
140.2%
1,914,120
94.3%
0.62%
5.7%
ABNB AIRBNB INCNew  $632,5964,309,2320.60%
GOOG ALPHABET INC-CL CAdd  $618,074
123.0%
352,806
87.0%
0.59%
-1.9%
PAGS PAGSEGURO DIGITAL LTDAdd  $605,912
224.9%
10,652,454
115.4%
0.58%
43.0%
GLOB GLOBANT SAAdd  $449,482
161.9%
2,065,542
115.7%
0.43%
15.2%
TCOM TRIP.COM GROUP LTD -ADRAdd  $401,070
133.4%
11,890,618
115.5%
0.38%
2.7%
SRPT SAREPTA THERAPEUTICS INCAdd  $333,184
27.2%
1,954,272
4.8%
0.32%
-44.0%
XP XP INCAdd  $326,168
204.8%
8,222,042
220.4%
0.31%
34.2%
CHGG CHEGG INCAdd  $287,136
247.1%
3,178,746
174.5%
0.27%
52.8%
HDB HDFC BANK LTD-ADRAdd  $279,830
183.6%
3,872,550
96.1%
0.27%
24.8%
BLUE BLUEBIRD BIO INCAdd  $273,782
58.8%
6,327,302
98.0%
0.26%
-30.1%
TXN TEXAS INSTRUMENTS INCO...Add  $230,332
137.1%
1,403,348
106.3%
0.22%
4.3%
INDA ISHARES TRmsci india etfAdd  $229,310
918.7%
5,701,408
757.6%
0.22%
348.4%
HCM HUTCHISON CHINA MEDITE...Add  $225,802
113.7%
7,051,916
115.5%
0.22%
-6.0%
ROP ROPER TECHNOLOGIES INCAdd  $216,034
206.3%
501,136
180.7%
0.21%
34.8%
MRTX MIRATI THERAPEUTICS INCReduce  $173,026
-21.7%
787,772
-40.8%
0.16%
-65.5%
BGNE BEIGENE LTD - ADRAdd  $169,230
26.6%
654,942
40.4%
0.16%
-44.3%
IQV IQVIA HOLDINGS INCAdd  $163,818
181.7%
914,316
147.9%
0.16%
24.0%
MSFT MICROSOFTReduce  $158,682
-81.8%
713,438
-82.8%
0.15%
-92.0%
TDG TRANSDIGM GROUP INCORP...Add  $139,054
103.7%
224,696
56.4%
0.13%
-10.4%
ICE INTERCONTINENTAL EXCHA...Add  $135,808
139.0%
1,177,976
107.4%
0.13%
5.2%
EQIX EQUINIX INCAdd  $131,050
93.7%
183,498
106.1%
0.12%
-14.8%
BFAM BRIGHT HORIZONS FAMILY...New  $122,262706,7540.12%
UNH UNITEDHEALTH GROUP INC...Add  $117,350
133.3%
334,638
107.4%
0.11%
2.7%
BSX BOSTON SCIENTIFIC CORP...Add  $116,642
95.3%
3,244,564
107.6%
0.11%
-14.0%
SNOWFLAKE INCNew  $114,761407,8200.11%
DG DOLLAR GENERAL CORPORA...Add  $100,078
108.5%
475,880
107.8%
0.10%
-8.3%
KRTX KARUNA THERAPEUTICS INC  $43,571
31.4%
428,8950.0%0.04%
-42.2%
WORK SLACK TECHNOLOGIES INCAdd  $31,006
214.5%
734,038
100.0%
0.03%
38.4%
MASS 908 DEVICES INCNew  $22,389393,1280.02%
TSHA TAYSHA GENE THERAPIES INC  $21,774
23.3%
820,4400.0%0.02%
-45.7%
SPRB SPRUCE BIOSCIENCES INCNew  $19,132787,0070.02%
TARS TARSUS PHARMACEUTICALS...New  $10,746260,0000.01%
ATVI ACTIVISION BLIZZARD INC.Sold out  $0-135,310-0.02%
CCI CROWN CASTLE INTL CORPSold out  $0-73,506-0.03%
ANSS ANSYS INCSold out  $0-46,604-0.03%
ROST ROSS STORES INCSold out  $0-347,606-0.07%
LYV LIVE NATION ENTERTAINM...Sold out  $0-607,086-0.07%
CRM SALESFORCE.COMSold out  $0-148,363-0.08%
BIDU BAIDU INCspon adr rep aSold out  $0-817,499-0.22%
MNST MONSTER BEVERAGE CORPO...Sold out  $0-3,243,064-0.56%
GLPG GALAPAGOS NVspon adrSold out  $0-2,284,744-0.70%
REGN REGENERON PHARMACEUTICALSSold out  $0-856,472-1.04%