Sands Capital Management Q1 2021 13F Holdings

Sands Capital Management Q1 2021 holdings
TickerName Value Shares↓ Weighting
SE SEA LTDsponsored adsReduce  $5,302,302
-44.5%
23,752,642
-50.6%
10.25%
12.5%
V VISA INCReduce  $2,846,787
-52.7%
13,445,365
-51.2%
5.50%
-4.0%
NFLX NETFLIX INCReduce  $2,729,162
-47.7%
5,231,687
-45.8%
5.27%
6.2%
AMZN AMAZON COM INCReduce  $2,123,885
-59.5%
686,435
-57.4%
4.10%
-17.8%
UBER UBER TECHNOLOGIES INCReduce  $1,829,545
-48.5%
33,563,475
-51.8%
3.54%
4.5%
SQ SQUARE INCcl aReduce  $1,800,098
-50.1%
7,928,201
-52.1%
3.48%
1.4%
MELI MERCADOLIBRE INCReduce  $1,692,416
-53.3%
1,149,630
-46.9%
3.27%
-5.2%
FB FACEBOOK INCcl aReduce  $1,642,964
-42.8%
5,578,258
-47.0%
3.18%
16.0%
ALGN ALIGN TECHNOLOGY INCReduce  $1,547,771
-50.8%
2,858,144
-51.5%
2.99%
-0.2%
TWLO TWILIO INCcl aReduce  $1,540,198
-47.3%
4,519,892
-47.6%
2.98%
7.0%
NOW SERVICENOW INCReduce  $1,435,925
-56.4%
2,871,218
-52.0%
2.78%
-11.4%
ASML ASML HOLDING NV ADRReduce  $1,422,967
-37.2%
2,304,922
-50.4%
2.75%
27.5%
SHOP SHOPIFY INCcl aReduce  $1,414,461
-29.5%
1,278,320
-27.8%
2.73%
43.1%
BABA ALIBABA GROUP HOLDING LTDsponsored adsReduce  $1,316,727
-47.2%
5,807,467
-45.8%
2.54%
7.2%
TEAM ATLASSIAN CORP PLCcl aReduce  $1,160,082
-51.4%
5,504,278
-46.1%
2.24%
-1.4%
MTCH MATCH GROUP INC NEWReduce  $1,135,362
-56.6%
8,264,391
-52.2%
2.19%
-11.9%
ILMN ILLUMINA INCReduce  $1,102,674
-49.5%
2,871,099
-51.4%
2.13%
2.4%
TSM TAIWAN SEMICONDUCTOR M...sponsored adsReduce  $1,099,678
-30.4%
9,297,242
-35.9%
2.12%
41.2%
EW EDWARDS LIFESCIENCES CORPReduce  $1,085,686
-48.8%
12,980,462
-44.1%
2.10%
4.0%
DXCM DEXCOM INCReduce  $1,055,349
-37.7%
2,936,502
-35.9%
2.04%
26.4%
INTU INTUITReduce  $934,929
-51.4%
2,440,686
-51.8%
1.81%
-1.4%
NKE NIKE INCcl bReduce  $894,248
-53.5%
6,729,235
-50.5%
1.73%
-5.7%
LRCX LAM RESEARCH CORPORATIONReduce  $824,493
-37.4%
1,385,144
-50.4%
1.59%
26.9%
WDAY WORKDAY INCcl aReduce  $774,587
-48.5%
3,117,929
-50.4%
1.50%
4.5%
CSGP COSTAR GROUP INCReduce  $748,195
-56.3%
910,335
-50.9%
1.45%
-11.3%
CHTR CHARTER COMMUNICATIONS...cl aReduce  $722,792
-54.1%
1,171,424
-50.8%
1.40%
-6.8%
SNOW SNOWFLAKE INCcl aReduce  $713,883
-33.5%
3,113,583
-18.4%
1.38%
35.0%
APTV APTIV PLCReduce  $687,437
-47.8%
4,985,037
-50.7%
1.33%
5.8%
Z ZILLOW GROUP INCcl c cap stkReduce  $615,141
-52.4%
4,744,996
-52.3%
1.19%
-3.3%
DASH DOORDASH INCReduce  $580,118
-50.7%
4,423,992
-46.4%
1.12%0.0%
GOOGL ALPHABET INCcap stk cl aReduce  $559,993
-41.6%
271,509
-50.3%
1.08%
18.5%
ZTS ZOETIS INCcl aReduce  $558,434
-65.5%
3,546,064
-63.8%
1.08%
-30.0%
YNDX YANDEX N VReduce  $552,564
-47.9%
8,625,729
-43.4%
1.07%
5.8%
FND FLOOR & DECOR HLDGS INCcl aReduce  $546,449
-51.0%
5,723,173
-52.4%
1.06%
-0.6%
WMG WARNER MUSIC GROUP CORPReduce  $510,272
-56.9%
14,863,739
-52.3%
0.99%
-12.5%
IRTC IRHYTHM TECHNOLOGIES INCReduce  $423,185
-71.0%
3,047,564
-50.4%
0.82%
-41.1%
OKTA OKTA INCcl aReduce  $404,867
-57.1%
1,836,713
-50.5%
0.78%
-12.9%
FVRR FIVERR INTL LTDReduce  $379,888
-46.8%
1,749,183
-52.2%
0.73%
7.9%
GOOG ALPHABET INCcap stk cl cReduce  $361,127
-41.6%
174,573
-50.5%
0.70%
18.5%
COUP COUPA SOFTWARE INCReduce  $360,656
-44.4%
1,417,228
-26.0%
0.70%
12.8%
ZM ZOOM VIDEO COMMUNICATI...cl aReduce  $338,433
-52.7%
1,053,357
-50.4%
0.65%
-4.1%
XP XP INCcl aAdd  $312,594
-4.2%
8,298,222
0.9%
0.60%
94.2%
GO GROCERY OUTLET HLDG CORPReduce  $312,065
-55.2%
8,459,352
-52.3%
0.60%
-9.0%
EDU NEW ORIENTAL ED & TECH...spon adrAdd  $283,945
-57.3%
20,281,790
467.1%
0.55%
-13.3%
PAGS PAGSEGURO DIGITAL LTDReduce  $279,952
-53.8%
6,046,469
-43.2%
0.54%
-6.2%
ABNB AIRBNB INCReduce  $270,021
-57.3%
1,436,741
-66.7%
0.52%
-13.3%
TCOM TRIP COM GROUP LTDadsReduce  $266,880
-33.5%
6,734,283
-43.4%
0.52%
35.1%
GLOB GLOBANT S AReduce  $243,178
-45.9%
1,171,319
-43.3%
0.47%
9.8%
SRPT SAREPTA THERAPEUTICS INCAdd  $225,684
-32.3%
3,028,090
54.9%
0.44%
37.5%
TME TENCENT MUSIC ENTMT GROUPspon adsNew  $216,96410,588,7540.42%
TXN TEXAS INSTRS INCReduce  $142,206
-38.3%
752,453
-46.4%
0.28%
25.6%
HDB HDFC BANK LTDsponsored adsReduce  $135,371
-51.6%
1,742,447
-55.0%
0.26%
-1.5%
ROP ROPER TECHNOLOGIES INCReduce  $134,877
-37.6%
334,401
-33.3%
0.26%
26.7%
CHGG CHEGG INCReduce  $129,912
-54.8%
1,516,595
-52.3%
0.25%
-8.1%
HCM HUTCHISON CHINA MEDITE...sponsored adrReduce  $112,960
-50.0%
3,998,599
-43.3%
0.22%
1.4%
IQV IQVIA HLDGS INCReduce  $103,846
-36.6%
537,672
-41.2%
0.20%
28.8%
MSFT MICROSOFT CORPReduce  $98,988
-37.6%
419,850
-41.2%
0.19%
26.5%
TDG TRANSDIGM GROUP INCReduce  $77,920
-44.0%
132,535
-41.0%
0.15%
14.4%
ICE INTERCONTINENTAL EXCHA...Reduce  $77,202
-43.2%
691,283
-41.3%
0.15%
15.5%
UNH UNITEDHEALTH GROUP INCReduce  $73,352
-37.5%
197,146
-41.1%
0.14%
26.8%
EQIX EQUINIX INCReduce  $71,963
-45.1%
105,892
-42.3%
0.14%
11.2%
BFAM BRIGHT HORIZONS FAM SO...Reduce  $71,287
-41.7%
415,790
-41.2%
0.14%
19.0%
NET CLOUDFLARE INCNew  $64,481917,7470.12%
DG DOLLAR GENERAL CORPORA...Reduce  $56,908
-43.1%
280,859
-41.0%
0.11%
15.8%
KRTX KARUNA THERAPEUTICS INC  $51,566
18.3%
428,8950.0%0.10%
143.9%
TECH BIO-TECHNE CORPORATIONNew  $33,18486,8850.06%
ADBE ADOBE SYSTEMS INCORPOR...Reduce  $32,658
-98.5%
68,701
-98.4%
0.06%
-96.9%
MASS 908 DEVICES INCReduce  $15,832
-29.3%
326,427
-17.0%
0.03%
47.6%
WORK SLACK TECHNOLOGIES INCReduce  $14,912
-51.9%
367,019
-50.0%
0.03%
-3.3%
TSHA TAYSHA GENE THERAPIES INCReduce  $14,715
-32.4%
724,873
-11.6%
0.03%
33.3%
EXAS EXACT SCIENCES CORPNew  $13,612103,2960.03%
SPRB SPRUCE BIOSCIENCES INC  $13,064
-31.7%
787,0070.0%0.02%
38.9%
INDA ISHARES TRmsci india etfReduce  $10,141
-95.6%
240,418
-95.8%
0.02%
-90.8%
TARS TARSUS PHARMACEUTICALS...  $8,380
-22.0%
260,0000.0%0.02%
60.0%
BGNE BEIGENE LTDsponsored adrReduce  $653
-99.6%
1,875
-99.7%
0.00%
-99.4%
SNOWFLAKE INCSold out  $0-407,820-0.11%
BSX BOSTON SCIENTIFIC CORP...Sold out  $0-3,244,564-0.11%
MRTX MIRATI THERAPEUTICS INCSold out  $0-787,772-0.16%
BLUE BLUEBIRD BIO INCSold out  $0-6,327,302-0.26%
ABMD ABIOMED INCSold out  $0-2,959,818-0.91%