Sands Capital Management Q4 2021 holdings

$53.9 Billion is the total value of Sands Capital Management's 71 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 19.7% .

 Value Shares↓ Weighting
SE SellSEA LTDsponsored ads$4,062,554
-37.7%
18,159,912
-11.3%
7.54%
-30.7%
V SellVISA INC$2,858,524
-7.3%
13,190,549
-4.8%
5.30%
+3.1%
AMZN BuyAMAZON COM INC$2,811,556
+5.4%
843,212
+3.8%
5.22%
+17.3%
NFLX SellNETFLIX INC$2,756,494
-13.2%
4,575,549
-12.0%
5.12%
-3.4%
TEAM SellATLASSIAN CORP PLCcl a$2,051,808
-8.3%
5,381,227
-5.8%
3.81%
+2.1%
SHOP BuySHOPIFY INCcl a$1,932,222
+5.8%
1,402,814
+4.1%
3.59%
+17.7%
SQ BuyBLOCK INCcl a$1,820,253
-28.3%
11,270,218
+6.5%
3.38%
-20.2%
FB SellMETA PLATFORMS INCcl a$1,810,328
-5.6%
5,382,275
-4.8%
3.36%
+5.0%
NOW SellSERVICENOW INC$1,718,321
+0.7%
2,647,196
-3.5%
3.19%
+12.1%
DXCM SellDEXCOM INC$1,679,896
-7.6%
3,128,590
-5.9%
3.12%
+2.8%
ALGN SellALIGN TECHNOLOGY INC$1,675,597
-13.4%
2,549,677
-12.3%
3.11%
-3.6%
ASML SellASML HOLDING NV ADR$1,674,739
-1.1%
2,103,574
-7.4%
3.11%
+10.1%
EW SellEDWARDS LIFESCIENCES CORP$1,646,975
+7.4%
12,713,047
-6.2%
3.06%
+19.5%
MELI SellMERCADOLIBRE INC$1,622,070
-21.6%
1,202,959
-2.3%
3.01%
-12.7%
TWLO BuyTWILIO INCcl a$1,499,649
-13.8%
5,694,725
+4.5%
2.78%
-4.0%
SNOW SellSNOWFLAKE INCcl a$1,463,459
+6.1%
4,320,174
-5.3%
2.72%
+18.1%
INTU SellINTUIT$1,334,716
+3.1%
2,075,053
-13.5%
2.48%
+14.7%
TSM SellTAIWAN SEMICONDUCTOR MFG LTDsponsored ads$1,185,376
+4.7%
9,852,684
-2.8%
2.20%
+16.5%
DASH SellDOORDASH INC$1,162,255
-30.9%
7,805,609
-4.4%
2.16%
-23.1%
NET BuyCLOUDFLARE INC$1,159,721
+23.7%
8,819,174
+6.0%
2.15%
+37.6%
NKE SellNIKE INCcl b$1,116,185
+5.9%
6,696,977
-7.7%
2.07%
+17.9%
LRCX SellLAM RESEARCH CORPORATION$999,444
+17.7%
1,389,758
-6.8%
1.86%
+31.0%
MTCH BuyMATCH GROUP INC NEW$947,573
-5.9%
7,165,014
+11.7%
1.76%
+4.7%
UBER SellUBER TECHNOLOGIES INC$883,358
-7.8%
21,067,446
-1.5%
1.64%
+2.5%
APTV SellAPTIV PLC$836,315
+3.2%
5,070,114
-6.8%
1.55%
+14.8%
CSGP SellCOSTAR GROUP INC$812,402
-10.4%
10,279,665
-2.4%
1.51%
-0.3%
ZTS SellZOETIS INCcl a$811,614
+17.8%
3,325,876
-6.3%
1.51%
+31.1%
GOOGL SellALPHABET INCcap stk cl a$792,320
+1.9%
273,493
-5.9%
1.47%
+13.4%
CHTR SellCHARTER COMMUNICATIONS INC Ncl a$727,839
-13.4%
1,116,369
-3.3%
1.35%
-3.6%
OKTA SellOKTA INCcl a$585,068
-10.3%
2,609,932
-5.0%
1.09%
-0.2%
YNDX BuyYANDEX N V$557,173
-22.5%
9,209,474
+2.0%
1.03%
-13.8%
FND SellFLOOR & DECOR HLDGS INCcl a$537,365
-10.2%
4,133,258
-16.6%
1.00%
-0.1%
GOOG SellALPHABET INCcap stk cl c$502,825
+0.2%
173,772
-7.7%
0.93%
+11.5%
WMG SellWARNER MUSIC GROUP CORP$498,878
-13.4%
11,553,443
-14.3%
0.93%
-3.5%
SRPT SellSAREPTA THERAPEUTICS INC$483,085
-6.2%
5,364,627
-3.6%
0.90%
+4.4%
BABA SellALIBABA GROUP HOLDING LTDsponsored ads$433,692
-47.0%
3,650,911
-34.0%
0.80%
-41.0%
ABNB SellAIRBNB INC$426,803
-3.8%
2,563,533
-3.1%
0.79%
+7.0%
GLOB BuyGLOBANT S A$388,891
+12.9%
1,238,150
+1.0%
0.72%
+25.8%
IRTC SellIRHYTHM TECHNOLOGIES INC$357,997
+85.6%
3,041,867
-7.6%
0.66%
+106.2%
CVNA SellCARVANA COcl a$277,447
-25.9%
1,196,974
-3.6%
0.52%
-17.5%
XP BuyXP INCcl a$252,338
-27.7%
8,780,029
+1.0%
0.47%
-19.6%
TXG New10X GENOMICS INC$247,8651,663,967
+100.0%
0.46%
ROP SellROPER TECHNOLOGIES INC$183,994
+8.1%
374,077
-2.0%
0.34%
+20.1%
FVRR SellFIVERR INTL LTD$182,828
-40.3%
1,607,982
-4.1%
0.34%
-33.7%
PAGS BuyPAGSEGURO DIGITAL LTD$169,484
-48.7%
6,463,920
+1.2%
0.32%
-42.8%
IQV SellIQVIA HLDGS INC$149,882
+15.5%
531,232
-2.0%
0.28%
+28.7%
HCM BuyHUTCHISON CHINA MEDITECH LTDsponsored adr$148,505
-3.2%
4,233,337
+1.0%
0.28%
+7.8%
TXN BuyTEXAS INSTRS INC$144,968
-1.1%
769,186
+0.8%
0.27%
+10.2%
MSFT SellMICROSOFT CORP$144,903
+7.8%
430,849
-9.6%
0.27%
+20.1%
NewNU HLDGS LTD$141,24315,057,841
+100.0%
0.26%
HDB SellHDFC BANK LTDsponsored ads$130,270
-19.2%
2,001,993
-9.2%
0.24%
-10.0%
CHGG BuyCHEGG INC$123,554
+5.1%
4,024,552
+132.8%
0.23%
+16.8%
BZ BuyKANZHUN LIMITEDsponsored ads$113,616
-2.0%
3,257,333
+1.1%
0.21%
+9.3%
UNH SellUNITEDHEALTH GROUP INC$110,221
+26.0%
219,502
-1.9%
0.20%
+40.4%
NIO BuyNIO INCspon ads$107,820
-10.1%
3,403,400
+1.2%
0.20%0.0%
ICE SellINTERCONTINENTAL EXCHANGE IN$105,753
+16.8%
773,217
-2.0%
0.20%
+29.8%
TDG SellTRANSDIGM GROUP INC$93,930
-0.1%
147,623
-2.0%
0.17%
+10.8%
STE NewSTERIS PLC$88,651364,205
+100.0%
0.16%
TME BuyTENCENT MUSIC ENTMT GROUPspon ads$77,265
-4.5%
11,279,499
+1.1%
0.14%
+5.9%
BFAM SellBRIGHT HORIZONS FAM SOL IN D$58,450
-11.5%
464,330
-2.0%
0.11%
-1.8%
TECH SellBIO-TECHNE CORPORATION$50,296
+4.7%
97,220
-1.9%
0.09%
+16.2%
ADBE BuyADOBE SYSTEMS INCORPORATED$44,316
+16.3%
78,151
+18.0%
0.08%
+28.1%
NewSANSARA INC$38,2641,361,225
+100.0%
0.07%
PATH BuyUIPATH INC$23,817
+5.3%
552,204
+28.4%
0.04%
+15.8%
WCN SellWASTE CONNECTIONS INC$14,521
-10.7%
106,559
-17.5%
0.03%0.0%
ANSS SellANSYS INC$10,957
-4.3%
27,317
-18.8%
0.02%
+5.3%
INDA BuyISHARES TRmsci india etf$10,967
+6.0%
239,246
+12.6%
0.02%
+17.6%
IWF NewISHARES TRrus 1000 grw etf$7,25823,752
+100.0%
0.01%
W  WAYFAIR INCcl a$4,200
-25.7%
22,1090.0%0.01%
-11.1%
OPEN NewOPENDOOR TECHNOLOGIES INC$3,058209,341
+100.0%
0.01%
BILL NewBILL COM HLDGS INC$3131,255
+100.0%
0.00%
ILMN ExitILLUMINA INC$0-2,298
-100.0%
-0.00%
ExitOPENDOOR TECHNOLOGIES INC$0-171,975
-100.0%
-0.01%
WDAY ExitWORKDAY INCcl a$0-88,039
-100.0%
-0.04%
COUP ExitCOUPA SOFTWARE INC$0-230,192
-100.0%
-0.08%
DG ExitDOLLAR GENERAL CORPORATION NEW$0-318,475
-100.0%
-0.11%
EQIX ExitEQUINIX INC$0-116,601
-100.0%
-0.15%
Z ExitZILLOW GROUP INCcl c cap stk$0-4,548,965
-100.0%
-0.67%
Signed by
  • Lisa Grozio — Chief Compliance Officer

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