207 is the total number of securities Sands Capital Management has owned. The longest Sands Capital Management has owned a single stock is 45 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
V | VISA INC | 45 | 45 | 4.07% | 7.12% | 9.06% | Q2 2013 | Q2 2024 | 45 |
ASML | ASML HOLDING NV ADR | 45 | 45 | 0.96% | 2.71% | 5.93% | Q2 2013 | Q2 2024 | 45 |
NKE | NIKE INC | 45 | 45 | 0.90% | 2.02% | 4.12% | Q2 2013 | Q2 2024 | 45 |
MELI | MERCADOLIBRE INC | 45 | 45 | 0.12% | 1.55% | 4.99% | Q2 2013 | Q2 2024 | 45 |
AMZN | AMAZON.COM INC | 36 | 7 | 0.00% | 5.94% | 8.48% | Q2 2013 | Q2 2024 | 43 |
FB | META PLATFORMS INC | 38 | 5 | 0.76% | 4.28% | 8.12% | Q2 2013 | Q2 2024 | 43 |
CSGP | COSTAR GROUP INC | 39 | 39 | 0.00% | 1.33% | 2.91% | Q4 2014 | Q2 2024 | 39 |
INDA | ISHARES TR | 39 | 39 | 0.02% | 0.24% | 0.70% | Q4 2014 | Q2 2024 | 39 |
EW | EDWARDS LIFESCIENCES CORP | 36 | 36 | 0.53% | 2.67% | 5.23% | Q3 2015 | Q2 2024 | 36 |
TSM | TAIWAN SEMICONDUCTOR-S... | 36 | 36 | 0.01% | 1.03% | 2.56% | Q3 2015 | Q2 2024 | 36 |
NFLX | NETFLIX INC | 35 | 35 | 1.94% | 4.10% | 6.93% | Q4 2015 | Q2 2024 | 35 |
GOOGL | ALPHABET INC-CL A | 35 | 35 | 0.91% | 2.94% | 4.52% | Q4 2015 | Q2 2024 | 35 |
GOOG | ALPHABET INC-CL C | 35 | 35 | 0.29% | 1.03% | 2.21% | Q4 2015 | Q2 2024 | 35 |
MSFT | MICROSOFT CORP | 22 | 2 | 0.00% | 1.01% | 4.44% | Q3 2014 | Q2 2024 | 35 |
ADBE | ADOBE SYSTEMS INCORPOR... | 31 | 3 | 0.00% | 2.15% | 3.27% | Q3 2014 | Q1 2024 | 34 |
ANSS | ANSYS INC | 30 | 4 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q1 2022 | 34 |
NOW | SERVICENOW INC | 33 | 33 | 0.02% | 3.19% | 4.98% | Q2 2016 | Q2 2024 | 33 |
WDAY | WORKDAY INC-CLASS A | 31 | 31 | 0.04% | 1.70% | 3.61% | Q1 2014 | Q3 2021 | 31 |
BABA | ALIBABA GROUP HOLDINGS... | 30 | 30 | 0.80% | 5.13% | 8.16% | Q3 2014 | Q4 2021 | 30 |
CRM | SALESFORCE.COM INC | 30 | 30 | 0.08% | 3.87% | 6.52% | Q2 2013 | Q3 2020 | 30 |
BIDU | BAIDU INC - ADR | 30 | 30 | 0.18% | 3.33% | 6.11% | Q2 2013 | Q3 2020 | 30 |
REGN | REGENERON PHARMACEUTICALS | 30 | 30 | 0.79% | 3.03% | 5.38% | Q2 2013 | Q3 2020 | 30 |
SHOP | SHOPIFY INC | 30 | 30 | 0.82% | 2.23% | 3.74% | Q1 2017 | Q2 2024 | 30 |
ZTS | ZOETIS INC | 30 | 30 | 0.00% | 0.72% | 2.36% | Q1 2017 | Q2 2024 | 30 |
HDB | HDFC BANK LTD-ADR | 30 | 30 | 0.01% | 0.31% | 0.69% | Q1 2017 | Q2 2024 | 30 |
TDG | TRANSDIGM GROUP INCORP... | 30 | 30 | 0.01% | 0.18% | 0.45% | Q1 2017 | Q2 2024 | 30 |
ICE | INTERCONTINENTAL EXCHA... | 30 | 30 | 0.00% | 0.13% | 0.25% | Q1 2017 | Q2 2024 | 30 |
ILMN | ILLUMINA INC | 26 | 3 | 0.00% | 2.49% | 4.16% | Q2 2015 | Q1 2024 | 29 |
INTU | INTUIT INC | 29 | 29 | 0.00% | 1.20% | 2.59% | Q1 2017 | Q1 2024 | 29 |
SCHW | THE CHARLES SCHWAB COR... | 28 | 28 | 0.52% | 2.63% | 4.16% | Q3 2013 | Q2 2020 | 28 |
SE | SEA LTD - ADR | 27 | 27 | 0.08% | 3.78% | 10.88% | Q4 2017 | Q2 2024 | 27 |
YNDX | YANDEX NV-A | 20 | 7 | 0.03% | 0.48% | 1.20% | Q2 2013 | Q4 2021 | 27 |
GWRE | GUIDEWIRE SOFTWARE INC | 27 | 27 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q4 2019 | 27 |
BMRN | BIOMARIN PHARMACEUTICA... | 26 | 26 | 1.21% | 2.31% | 3.91% | Q2 2013 | Q3 2019 | 26 |
ALGN | ALIGN TECHNOLOGY INC | 26 | 26 | 0.93% | 2.28% | 3.23% | Q1 2018 | Q2 2024 | 26 |
SPLK | SPLUNK INC | 25 | 25 | 0.03% | 1.60% | 2.00% | Q2 2013 | Q2 2019 | 25 |
LVS | LAS VEGAS SANDS CORP | 25 | 25 | 0.58% | 1.52% | 3.32% | Q2 2013 | Q2 2019 | 25 |
FND | FLOOR & DECOR HOLDINGS... | 25 | 25 | 0.57% | 0.92% | 1.31% | Q2 2018 | Q2 2024 | 25 |
IPGP | IPG PHOTONICS CORP | 25 | 25 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q2 2019 | 25 |
APTV | APTIV PLC | 24 | 24 | 0.00% | 1.07% | 1.67% | Q1 2018 | Q4 2023 | 24 |
ALXN | ALEXION PHARMACEUTICAL... | 23 | 23 | 0.96% | 2.07% | 2.98% | Q2 2013 | Q4 2018 | 23 |
UNH | UNITEDHEALTH GROUP INC... | 23 | 23 | 0.02% | 0.17% | 0.37% | Q4 2018 | Q2 2024 | 23 |
TXN | TEXAS INSTRUMENTS INCO... | 22 | 22 | 0.03% | 0.38% | 1.55% | Q1 2019 | Q2 2024 | 22 |
OKTA | OKTA INC CLASS A | 21 | 21 | 0.52% | 1.18% | 2.64% | Q2 2019 | Q2 2024 | 21 |
ROP | ROPER TECHNOLOGIES INC | 21 | 21 | 0.13% | 0.38% | 0.67% | Q2 2019 | Q2 2024 | 21 |
CSCO | CISCO SYSTEMS INC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2018 | 21 |
IQV | IQVIA HOLDINGS INC | 20 | 20 | 0.10% | 0.25% | 0.42% | Q3 2019 | Q2 2024 | 20 |
IWF | ISHARES TR | 6 | 1 | 0.00% | 0.02% | 0.06% | Q4 2013 | Q2 2024 | 20 |
PCLN | PRICELINE GRP INC | 19 | 19 | 3.47% | 4.56% | 6.71% | Q2 2013 | Q4 2017 | 19 |
BIIB | BIOGEN INC | 19 | 19 | 1.04% | 2.98% | 5.03% | Q2 2013 | Q4 2017 | 19 |
CMG | CHIPOTLE MEXICAN GRILL... | 19 | 19 | 0.48% | 2.59% | 3.50% | Q2 2013 | Q4 2017 | 19 |
SRPT | SAREPTA THERAPEUTICS INC | 19 | 19 | 0.32% | 0.99% | 1.71% | Q3 2018 | Q1 2023 | 19 |
DG | DOLLAR GENERAL CORPORA... | 19 | 19 | 0.00% | 0.07% | 0.14% | Q1 2017 | Q3 2021 | 19 |
DXCM | DEXCOM INC | 18 | 18 | 0.45% | 3.66% | 6.64% | Q1 2020 | Q2 2024 | 18 |
SQ | SQUARE INC | 18 | 18 | 1.00% | 3.07% | 4.76% | Q1 2020 | Q2 2024 | 18 |
TEAM | ATLASSIAN CORP PLC CLA... | 18 | 18 | 0.86% | 2.62% | 4.58% | Q2 2018 | Q3 2022 | 18 |
UBER | UBER TECHNOLOGIES INC | 18 | 18 | 0.61% | 1.72% | 3.54% | Q1 2020 | Q2 2024 | 18 |
PANW | PALO ALTO NETWORKS INC | 18 | 18 | 0.82% | 1.54% | 2.08% | Q2 2015 | Q3 2019 | 18 |
ATHN | ATHENAHEALTH INC | 18 | 18 | 0.29% | 1.28% | 1.75% | Q2 2013 | Q3 2017 | 18 |
GLOB | GLOBANT SA | 18 | 18 | 0.20% | 0.68% | 1.06% | Q1 2020 | Q2 2024 | 18 |
MDSO | MEDIDATA SOLUTIONS INC | 18 | 18 | 0.44% | 0.64% | 0.89% | Q2 2014 | Q3 2018 | 18 |
CHTR | CHARTER COMMUNICATIONS... | 17 | 17 | 0.26% | 1.00% | 1.50% | Q2 2020 | Q2 2024 | 17 |
XP | XP INC | 17 | 17 | 0.13% | 0.55% | 0.86% | Q2 2020 | Q2 2024 | 17 |
SLB | SCHLUMBERGER LTD | 16 | 16 | 1.24% | 2.67% | 4.04% | Q2 2013 | Q1 2017 | 16 |
SNOW | SNOWFLAKE INC | 16 | 16 | 1.02% | 2.31% | 3.42% | Q3 2020 | Q2 2024 | 16 |
MNST | MONSTER BEVERAGE CORPO... | 16 | 16 | 0.56% | 1.67% | 1.98% | Q4 2016 | Q3 2020 | 16 |
INCY | INCYTE CORP | 16 | 16 | 0.82% | 1.49% | 3.02% | Q4 2015 | Q3 2019 | 16 |
IRTC | IRHYTHM TECHNOLOGIES INC | 16 | 16 | 0.32% | 0.85% | 1.39% | Q3 2020 | Q2 2024 | 16 |
LC | LENDINGCLUB CORP | 16 | 16 | 0.00% | 0.61% | 1.48% | Q4 2014 | Q3 2018 | 16 |
LRCX | LAM RESEARCH CORPORATION | 15 | 15 | 1.26% | 2.86% | 4.20% | Q4 2020 | Q2 2024 | 15 |
CERN | CERNER CORP | 15 | 15 | 0.52% | 2.36% | 3.31% | Q2 2013 | Q4 2016 | 15 |
DASH | DOORDASH INC | 15 | 15 | 1.12% | 2.00% | 2.80% | Q4 2020 | Q2 2024 | 15 |
MTCH | MATCH GROUP INC NEW | 15 | 15 | 0.00% | 1.40% | 2.49% | Q3 2020 | Q1 2024 | 15 |
ABNB | AIRBNB INC | 15 | 15 | 0.52% | 1.00% | 1.52% | Q4 2020 | Q2 2024 | 15 |
PAGS | PAGSEGURO DIGITAL LTD | 15 | 15 | 0.13% | 0.34% | 0.59% | Q2 2019 | Q4 2022 | 15 |
CTRP | CTRIP COM INTL LTD | 15 | 15 | 0.06% | 0.27% | 0.47% | Q1 2016 | Q3 2019 | 15 |
HCM | HUTCHISON CHINA MEDITE... | 15 | 15 | 0.05% | 0.16% | 0.28% | Q3 2018 | Q1 2022 | 15 |
ROST | ROSS STORES INC | 15 | 15 | 0.00% | 0.04% | 0.12% | Q1 2017 | Q3 2020 | 15 |
MON | MONSANTO CO NEW | 14 | 14 | 1.34% | 3.13% | 3.98% | Q3 2013 | Q4 2016 | 14 |
NET | CLOUDFLARE INC | 14 | 14 | 0.12% | 2.12% | 3.73% | Q1 2021 | Q2 2024 | 14 |
TWLO | TWILIO INC CLASS A | 14 | 14 | 0.56% | 1.76% | 3.03% | Q1 2019 | Q2 2022 | 14 |
SBUX | STARBUCKS CORP | 9 | 5 | 0.03% | 1.58% | 2.49% | Q2 2013 | Q1 2019 | 14 |
GLPG | GALAPAGOS NV | 14 | 14 | 0.49% | 0.92% | 1.59% | Q2 2017 | Q3 2020 | 14 |
CHGG | CHEGG INC | 14 | 14 | 0.14% | 0.28% | 0.52% | Q2 2020 | Q3 2023 | 14 |
MMYT | MAKEMYTRIP LIMITED MAU... | 14 | 14 | 0.08% | 0.18% | 0.23% | Q4 2016 | Q1 2020 | 14 |
BAP | CREDICORP LTD | 14 | 14 | 0.02% | 0.11% | 0.16% | Q1 2015 | Q2 2018 | 14 |
VRSK | VERISK ANALYTICS INC-C... | 14 | 14 | 0.00% | 0.05% | 0.13% | Q1 2017 | Q2 2020 | 14 |
N | NETSUITE INC | 14 | 14 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q3 2016 | 14 |
MCO | MOODYS CORP | 14 | 14 | 0.00% | 0.03% | 0.09% | Q1 2017 | Q2 2020 | 14 |
LNKD | LINKEDIN CORP | 13 | 13 | 0.04% | 2.78% | 4.30% | Q3 2013 | Q3 2016 | 13 |
ARMH | ARM HOLDINGS PLC | 13 | 13 | 0.06% | 1.78% | 2.86% | Q2 2013 | Q2 2016 | 13 |
WFM | WHOLE FOODS MKT INC | 13 | 13 | 0.66% | 1.38% | 2.08% | Q2 2014 | Q2 2017 | 13 |
ATVI | ACTIVISION BLIZZARD INC. | 13 | 13 | 0.02% | 0.91% | 1.54% | Q3 2017 | Q3 2020 | 13 |
BZ | KANZHUN LIMITED | 13 | 13 | 0.19% | 0.27% | 0.40% | Q2 2021 | Q2 2024 | 13 |
TECH | BIO-TECHNE CORPORATION | 13 | 13 | 0.00% | 0.10% | 0.23% | Q1 2021 | Q1 2024 | 13 |
PATH | UIPATH INC | 13 | 13 | 0.00% | 0.06% | 0.50% | Q2 2021 | Q2 2024 | 13 |
WCN | WASTE CONNECTIONS INC | 13 | 13 | 0.00% | 0.03% | 0.19% | Q2 2021 | Q2 2024 | 13 |
UNP | UNION PACIFIC CORP | 13 | 13 | 0.00% | 0.03% | 0.08% | Q1 2017 | Q1 2020 | 13 |
WMG | WARNER MUSIC GROUP CORP | 12 | 12 | 0.77% | 1.01% | 1.41% | Q2 2020 | Q1 2023 | 12 |
KSU | KANSAS CITY SOUTHERN | 12 | 12 | 0.48% | 0.63% | 0.83% | Q1 2014 | Q4 2016 | 12 |
ASR | GRUPO AEROPORTUARIO DE... | 12 | 12 | 0.07% | 0.17% | 0.30% | Q2 2017 | Q1 2020 | 12 |
EQIX | EQUINIX INC | 12 | 12 | 0.03% | 0.13% | 0.21% | Q4 2018 | Q3 2021 | 12 |
LYV | LIVE NATION ENTERTAINM... | 12 | 12 | 0.01% | 0.05% | 0.12% | Q4 2017 | Q3 2020 | 12 |
FTI | FMC TECHNOLOGIES INC | 11 | 11 | 1.04% | 2.04% | 2.64% | Q2 2013 | Q4 2015 | 11 |
NU HLDGS LTD | 11 | 11 | 0.26% | 1.19% | 3.00% | Q4 2021 | Q2 2024 | 11 | |
TXG | 10X GENOMICS INC | 11 | 11 | 0.13% | 0.49% | 0.71% | Q4 2021 | Q2 2024 | 11 |
EDU | NEW ORIENTAL EDUCATION... | 11 | 11 | 0.08% | 0.38% | 0.63% | Q4 2018 | Q2 2021 | 11 |
SANSARA INC | 11 | 11 | 0.06% | 0.17% | 0.75% | Q4 2021 | Q2 2024 | 11 | |
BGNE | BEIGENE LTD - ADR | 11 | 11 | 0.00% | 0.12% | 0.29% | Q3 2018 | Q1 2021 | 11 |
GOOGL | GOOGLE INC | 10 | 10 | 2.83% | 4.81% | 8.24% | Q2 2013 | Q3 2015 | 10 |
ENTG | ENTERGRIS INC | 10 | 10 | 1.28% | 2.35% | 3.21% | Q1 2022 | Q2 2024 | 10 |
ABMD | ABIOMED INC | 10 | 10 | 0.56% | 1.00% | 1.66% | Q3 2018 | Q4 2020 | 10 |
STE | STERIS PLC | 10 | 10 | 0.16% | 0.26% | 0.30% | Q4 2021 | Q1 2024 | 10 |
SPY | SPDR S&P 500 ETF TRUST | 8 | 1 | 0.00% | 0.12% | 0.26% | Q1 2014 | Q3 2019 | 10 |
NVDA | NVIDIA CORPORATION | 9 | 9 | 0.73% | 3.79% | 9.12% | Q2 2022 | Q2 2024 | 9 |
SWN | SOUTHWESTERN ENERGY CO... | 9 | 9 | 0.65% | 1.84% | 2.61% | Q2 2013 | Q2 2015 | 9 |
DDOG | DATADOG INC | 9 | 9 | 0.71% | 1.26% | 1.68% | Q2 2022 | Q2 2024 | 9 |
UAA | UNDER ARMOUR INC | 9 | 9 | 0.31% | 0.92% | 2.24% | Q3 2015 | Q3 2017 | 9 |
ZM | ZOOM VIDEO COMMUNICATI... | 9 | 9 | 0.28% | 0.64% | 1.09% | Q2 2019 | Q2 2021 | 9 |
SITE | SITEONE LANDSCAPE SUPP... | 9 | 9 | 0.12% | 0.15% | 0.18% | Q2 2022 | Q2 2024 | 9 |
KRTX | KARUNA THERAPEUTICS IN... | 9 | 9 | 0.03% | 0.07% | 0.10% | Q2 2019 | Q2 2021 | 9 |
CDNS | CADENCE DESIGN SYSTEM INC | 9 | 9 | 0.00% | 0.04% | 0.24% | Q2 2022 | Q2 2024 | 9 |
GITLAB INC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q2 2024 | 9 | |
RGEN | REPLIGEN CORP | 8 | 8 | 0.53% | 0.85% | 1.15% | Q3 2022 | Q2 2024 | 8 |
BSX | BOSTON SCIENTIFIC CORP... | 8 | 8 | 0.02% | 0.11% | 0.16% | Q1 2019 | Q4 2020 | 8 |
AMT | AMERICAN TOWER CORP | 8 | 8 | 0.02% | 0.04% | 0.06% | Q4 2016 | Q3 2018 | 8 |
WORK | SLACK TECHNOLOGIES INC... | 8 | 8 | 0.02% | 0.04% | 0.10% | Q2 2019 | Q1 2021 | 8 |
FMX | FOMENTO ECONOMICO MEXI... | 8 | 8 | 0.00% | 0.02% | 0.03% | Q1 2017 | Q4 2018 | 8 |
ATLASSIAN CORPORATION | 7 | 7 | 2.22% | 2.79% | 3.42% | Q4 2022 | Q2 2024 | 7 | |
NOV | NATIONAL OILWELL VARCO... | 7 | 7 | 1.69% | 2.40% | 2.71% | Q2 2013 | Q4 2014 | 7 |
MTCH | MATCH GROUP INC | 7 | 7 | 1.18% | 2.25% | 3.04% | Q4 2018 | Q2 2020 | 7 |
Z | ZILLOW GROUP INC | 7 | 7 | 0.48% | 0.89% | 1.23% | Q1 2020 | Q3 2021 | 7 |
CPNG | COUPANG INC | 7 | 7 | 0.60% | 0.71% | 0.83% | Q4 2022 | Q2 2024 | 7 |
BLUE | BLUEBIRD BIO INC | 7 | 7 | 0.26% | 0.49% | 0.81% | Q2 2019 | Q4 2020 | 7 |
FVRR | FIVERR INTL LTD | 7 | 7 | 0.19% | 0.49% | 0.73% | Q4 2020 | Q2 2022 | 7 |
MRTX | MIRATI THERAPEUTICS INC | 7 | 7 | 0.16% | 0.46% | 0.67% | Q2 2019 | Q4 2020 | 7 |
TCOM | TRIP.COM GROUP LTD -ADR | 7 | 7 | 0.26% | 0.38% | 0.52% | Q4 2019 | Q2 2021 | 7 |
QUNR | QUNAR CAYMAN IS LTD | 7 | 7 | 0.02% | 0.06% | 0.09% | Q1 2014 | Q3 2015 | 7 |
SAP | SAP SE | 7 | 7 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q4 2014 | 7 |
CCI | CROWN CASTLE INTL CORP | 7 | 7 | 0.03% | 0.03% | 0.04% | Q1 2019 | Q3 2020 | 7 |
MR | MINDRAY MEDICAL INTL LTD | 7 | 7 | 0.00% | 0.03% | 0.04% | Q4 2013 | Q2 2015 | 7 |
GOOG | GOOGLE INC | 6 | 6 | 1.42% | 2.20% | 2.89% | Q2 2014 | Q3 2015 | 6 |
AXON | AXON ENTERPRISE INC | 6 | 6 | 0.73% | 1.70% | 2.21% | Q1 2023 | Q2 2024 | 6 |
FOXA | TWENTY FIRST CENTY FOX... | 6 | 6 | 0.01% | 1.50% | 2.13% | Q2 2014 | Q3 2015 | 6 |
MBBYF | MOBILEYE N V AMSTELVEEN | 6 | 6 | 1.07% | 1.26% | 1.48% | Q3 2015 | Q4 2016 | 6 |
UA | UNDER ARMOUR INC | 6 | 6 | 0.31% | 0.61% | 0.95% | Q2 2016 | Q3 2017 | 6 |
COUP | COUPA SOFTWARE INC | 6 | 6 | 0.08% | 0.56% | 0.72% | Q2 2020 | Q3 2021 | 6 |
FWONK | LIBERTY MEDIA CORP DEL | 6 | 6 | 0.21% | 0.49% | 0.65% | Q1 2022 | Q2 2023 | 6 |
NIO | NIO INC | 6 | 6 | 0.18% | 0.26% | 0.41% | Q3 2021 | Q4 2022 | 6 |
RACE | FERRARI N V | 6 | 6 | 0.05% | 0.16% | 0.27% | Q1 2023 | Q2 2024 | 6 |
BFAM | BRIGHT HORIZONS FAM SO... | 6 | 6 | 0.11% | 0.12% | 0.15% | Q4 2020 | Q1 2022 | 6 |
2978PS | E2OPEN INC | 6 | 6 | 0.01% | 0.04% | 0.06% | Q3 2013 | Q4 2014 | 6 |
EB | EVENTBRITE INC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q4 2019 | 6 |
BKNG | BOOKING HLDGS INC | 5 | 5 | 1.11% | 2.97% | 4.05% | Q1 2018 | Q1 2019 | 5 |
ISRG | INTUITIVE SURGICAL INC | 5 | 5 | 1.72% | 2.10% | 2.50% | Q2 2013 | Q2 2014 | 5 |
LOXO | LOXO ONCOLOGY INC | 5 | 5 | 0.58% | 0.81% | 1.00% | Q4 2017 | Q4 2018 | 5 |
GO | GROCERY OUTLET HOLDING... | 5 | 5 | 0.48% | 0.66% | 0.88% | Q2 2020 | Q2 2021 | 5 |
RARE | ULTRAGENYX PHARMACEUTI... | 5 | 5 | 0.31% | 0.49% | 0.65% | Q2 2023 | Q2 2024 | 5 |
STEVANATO GROUP S P A | 5 | 5 | 0.10% | 0.15% | 0.19% | Q2 2023 | Q2 2024 | 5 | |
DISCA | DISCOVERY COMMUNICATNS... | 5 | 5 | 0.11% | 0.14% | 0.24% | Q2 2014 | Q2 2015 | 5 |
PLAN | ANAPLAN INC | 5 | 5 | 0.02% | 0.08% | 0.17% | Q4 2018 | Q4 2019 | 5 |
MULE | MULESOFT INC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q1 2017 | Q1 2018 | 5 |
TRIP | TRIPADVISOR INC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2014 | Q3 2015 | 5 |
INDY | ISHARES | 5 | 5 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q1 2016 | 5 |
AGN | ALLERGAN PLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q1 2018 | 5 |
BILL | BILL HOLDINGS INC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2024 | 5 |
ULTA | ULTA SALON COSMETCS AN... | 4 | 4 | 1.44% | 2.06% | 2.50% | Q2 2013 | Q1 2014 | 4 |
LIBERTY MEDIA CORP DEL | 4 | 4 | 0.47% | 0.51% | 0.56% | Q3 2023 | Q2 2024 | 4 | |
TME | TENCENT MUSIC ENTMT GROUP | 4 | 4 | 0.14% | 0.25% | 0.42% | Q1 2021 | Q4 2021 | 4 |
DISCK | DISCOVERY COMMUNICATIONS | 4 | 4 | 0.10% | 0.11% | 0.12% | Q3 2014 | Q2 2015 | 4 |
KLAVIYO INC | 4 | 4 | 0.06% | 0.08% | 0.10% | Q3 2023 | Q2 2024 | 4 | |
NETS | NETSHOES CAYMAN LTD | 4 | 4 | 0.02% | 0.04% | 0.07% | Q2 2017 | Q1 2018 | 4 |
TSHA | TAYSHA GENE THERAPIES INC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q2 2021 | 4 |
SNAP | SNAP INC | 3 | 3 | 0.62% | 0.73% | 0.81% | Q1 2017 | Q3 2017 | 3 |
CVNA | CARVANA CO | 3 | 3 | 0.52% | 0.59% | 0.64% | Q2 2021 | Q4 2021 | 3 |
FFIV | F5 NETWORKS INC | 3 | 3 | 0.02% | 0.38% | 1.10% | Q2 2013 | Q4 2013 | 3 |
EEM | ISHARES TR | 3 | 3 | 0.01% | 0.09% | 0.15% | Q1 2014 | Q3 2014 | 3 |
HCAT | HEALTH CATALYST INC RE... | 3 | 3 | 0.01% | 0.06% | 0.08% | Q3 2019 | Q1 2020 | 3 |
CNQR | CONCUR TECHNOLOGIES INC | 3 | 3 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q4 2013 | 3 |
MASS | 908 DEVICES INC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q2 2021 | 3 |
SPRB | SPRUCE BIOSCIENCES INC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q2 2021 | 3 |
RVLV | REVOLVE GROUP INC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q4 2019 | 3 |
TARS | TARSUS PHARMACEUTICALS... | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2021 | 3 |
CELG | CELGENE CORP | 3 | 3 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q1 2018 | 3 |
OPEN | OPENDOOR TECHNOLOGIES INC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2022 | 3 |
BMY | BRISTOL MYERS SQUIBB CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
ORLY | O REILLY AUTOMOTIVE INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
COUR | COURSERA INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q1 2024 | 3 |
CANADIAN PACIFIC KANSA... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q1 2024 | 3 | |
ICLR | ICON PLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q1 2024 | 3 |
AGN | ALLERGAN INC | 2 | 2 | 1.87% | 2.30% | 2.72% | Q2 2013 | Q3 2013 | 2 |
FLUTTER ENTMT PLC | 2 | 2 | 1.09% | 1.12% | 1.14% | Q1 2024 | Q2 2024 | 2 | |
KASPI KZ JSC | 2 | 2 | 0.58% | 0.58% | 0.59% | Q1 2024 | Q2 2024 | 2 | |
AAPL | APPLE INC | 2 | 2 | 0.00% | 0.40% | 0.81% | Q1 2024 | Q2 2024 | 2 |
DLO | DLOCAL LTD | 2 | 2 | 0.26% | 0.28% | 0.30% | Q2 2022 | Q3 2022 | 2 |
DOCU | DOCUSIGN INC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q3 2018 | 2 |
GLBE | GLOBAL E ONLINE LTD | 2 | 2 | 0.04% | 0.06% | 0.07% | Q1 2024 | Q2 2024 | 2 |
QCOM | QUALCOMM INC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q3 2013 | 2 |
W | WAYFAIR INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
LINDE PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q1 2024 | 2 | |
PX | PRAXAIR INC | 1 | 1 | 2.88% | 2.88% | 2.88% | Q2 2013 | Q2 2013 | 1 |
SNOWFLAKE INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q4 2020 | 1 | |
EXAS | EXACT SCIENCES CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
VUG | VANGUARD INDEX FDS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
OPENDOOR TECHNOLOGIES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 | |
TWTR | TWITTER INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
ZLAB | ZAI LAB LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
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The securities at the top of the list , including VISA INC, ASML HOLDING NV ADR, and NIKE INC, are the highest-conviction holdings of Sands Capital Management.
The conviction is calculated by counting the number of quarters a security has been reported by Sands Capital Management. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Sands Capital Management owns currently or has owned in the past.