$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 | Sell | SEA LTDsponsored ads | $4,062,554 | -37.7% | 18,159,912 | -11.3% | 7.54% | -30.7% |
| V | Sell | VISA INC | $2,858,524 | -7.3% | 13,190,549 | -4.8% | 5.30% | +3.1% |
| AMZN | Buy | AMAZON COM INC | $2,811,556 | +5.4% | 843,212 | +3.8% | 5.22% | +17.3% |
| NFLX | Sell | NETFLIX INC | $2,756,494 | -13.2% | 4,575,549 | -12.0% | 5.12% | -3.4% |
| TEAM | Sell | ATLASSIAN CORP PLCcl a | $2,051,808 | -8.3% | 5,381,227 | -5.8% | 3.81% | +2.1% |
| SHOP | Buy | SHOPIFY INCcl a | $1,932,222 | +5.8% | 1,402,814 | +4.1% | 3.59% | +17.7% |
| SQ | Buy | BLOCK INCcl a | $1,820,253 | -28.3% | 11,270,218 | +6.5% | 3.38% | -20.2% |
| FB | Sell | META PLATFORMS INCcl a | $1,810,328 | -5.6% | 5,382,275 | -4.8% | 3.36% | +5.0% |
| NOW | Sell | SERVICENOW INC | $1,718,321 | +0.7% | 2,647,196 | -3.5% | 3.19% | +12.1% |
| DXCM | Sell | DEXCOM INC | $1,679,896 | -7.6% | 3,128,590 | -5.9% | 3.12% | +2.8% |
| ALGN | Sell | ALIGN TECHNOLOGY INC | $1,675,597 | -13.4% | 2,549,677 | -12.3% | 3.11% | -3.6% |
| ASML | Sell | ASML HOLDING NV ADR | $1,674,739 | -1.1% | 2,103,574 | -7.4% | 3.11% | +10.1% |
| EW | Sell | EDWARDS LIFESCIENCES CORP | $1,646,975 | +7.4% | 12,713,047 | -6.2% | 3.06% | +19.5% |
| MELI | Sell | MERCADOLIBRE INC | $1,622,070 | -21.6% | 1,202,959 | -2.3% | 3.01% | -12.7% |
| TWLO | Buy | TWILIO INCcl a | $1,499,649 | -13.8% | 5,694,725 | +4.5% | 2.78% | -4.0% |
| SNOW | Sell | SNOWFLAKE INCcl a | $1,463,459 | +6.1% | 4,320,174 | -5.3% | 2.72% | +18.1% |
| INTU | Sell | INTUIT | $1,334,716 | +3.1% | 2,075,053 | -13.5% | 2.48% | +14.7% |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $1,185,376 | +4.7% | 9,852,684 | -2.8% | 2.20% | +16.5% |
| DASH | Sell | DOORDASH INC | $1,162,255 | -30.9% | 7,805,609 | -4.4% | 2.16% | -23.1% |
| NET | Buy | CLOUDFLARE INC | $1,159,721 | +23.7% | 8,819,174 | +6.0% | 2.15% | +37.6% |
| NKE | Sell | NIKE INCcl b | $1,116,185 | +5.9% | 6,696,977 | -7.7% | 2.07% | +17.9% |
| LRCX | Sell | LAM RESEARCH CORPORATION | $999,444 | +17.7% | 1,389,758 | -6.8% | 1.86% | +31.0% |
| MTCH | Buy | MATCH GROUP INC NEW | $947,573 | -5.9% | 7,165,014 | +11.7% | 1.76% | +4.7% |
| UBER | Sell | UBER TECHNOLOGIES INC | $883,358 | -7.8% | 21,067,446 | -1.5% | 1.64% | +2.5% |
| APTV | Sell | APTIV PLC | $836,315 | +3.2% | 5,070,114 | -6.8% | 1.55% | +14.8% |
| CSGP | Sell | COSTAR GROUP INC | $812,402 | -10.4% | 10,279,665 | -2.4% | 1.51% | -0.3% |
| ZTS | Sell | ZOETIS INCcl a | $811,614 | +17.8% | 3,325,876 | -6.3% | 1.51% | +31.1% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $792,320 | +1.9% | 273,493 | -5.9% | 1.47% | +13.4% |
| CHTR | Sell | CHARTER COMMUNICATIONS INC Ncl a | $727,839 | -13.4% | 1,116,369 | -3.3% | 1.35% | -3.6% |
| OKTA | Sell | OKTA INCcl a | $585,068 | -10.3% | 2,609,932 | -5.0% | 1.09% | -0.2% |
| YNDX | Buy | YANDEX N V | $557,173 | -22.5% | 9,209,474 | +2.0% | 1.03% | -13.8% |
| FND | Sell | FLOOR & DECOR HLDGS INCcl a | $537,365 | -10.2% | 4,133,258 | -16.6% | 1.00% | -0.1% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $502,825 | +0.2% | 173,772 | -7.7% | 0.93% | +11.5% |
| WMG | Sell | WARNER MUSIC GROUP CORP | $498,878 | -13.4% | 11,553,443 | -14.3% | 0.93% | -3.5% |
| SRPT | Sell | SAREPTA THERAPEUTICS INC | $483,085 | -6.2% | 5,364,627 | -3.6% | 0.90% | +4.4% |
| BABA | Sell | ALIBABA GROUP HOLDING LTDsponsored ads | $433,692 | -47.0% | 3,650,911 | -34.0% | 0.80% | -41.0% |
| ABNB | Sell | AIRBNB INC | $426,803 | -3.8% | 2,563,533 | -3.1% | 0.79% | +7.0% |
| GLOB | Buy | GLOBANT S A | $388,891 | +12.9% | 1,238,150 | +1.0% | 0.72% | +25.8% |
| IRTC | Sell | IRHYTHM TECHNOLOGIES INC | $357,997 | +85.6% | 3,041,867 | -7.6% | 0.66% | +106.2% |
| CVNA | Sell | CARVANA COcl a | $277,447 | -25.9% | 1,196,974 | -3.6% | 0.52% | -17.5% |
| XP | Buy | XP INCcl a | $252,338 | -27.7% | 8,780,029 | +1.0% | 0.47% | -19.6% |
| TXG | New | 10X GENOMICS INC | $247,865 | – | 1,663,967 | +100.0% | 0.46% | – |
| ROP | Sell | ROPER TECHNOLOGIES INC | $183,994 | +8.1% | 374,077 | -2.0% | 0.34% | +20.1% |
| FVRR | Sell | FIVERR INTL LTD | $182,828 | -40.3% | 1,607,982 | -4.1% | 0.34% | -33.7% |
| PAGS | Buy | PAGSEGURO DIGITAL LTD | $169,484 | -48.7% | 6,463,920 | +1.2% | 0.32% | -42.8% |
| IQV | Sell | IQVIA HLDGS INC | $149,882 | +15.5% | 531,232 | -2.0% | 0.28% | +28.7% |
| HCM | Buy | HUTCHISON CHINA MEDITECH LTDsponsored adr | $148,505 | -3.2% | 4,233,337 | +1.0% | 0.28% | +7.8% |
| TXN | Buy | TEXAS INSTRS INC | $144,968 | -1.1% | 769,186 | +0.8% | 0.27% | +10.2% |
| MSFT | Sell | MICROSOFT CORP | $144,903 | +7.8% | 430,849 | -9.6% | 0.27% | +20.1% |
| New | NU HLDGS LTD | $141,243 | – | 15,057,841 | +100.0% | 0.26% | – | |
| HDB | Sell | HDFC BANK LTDsponsored ads | $130,270 | -19.2% | 2,001,993 | -9.2% | 0.24% | -10.0% |
| CHGG | Buy | CHEGG INC | $123,554 | +5.1% | 4,024,552 | +132.8% | 0.23% | +16.8% |
| BZ | Buy | KANZHUN LIMITEDsponsored ads | $113,616 | -2.0% | 3,257,333 | +1.1% | 0.21% | +9.3% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $110,221 | +26.0% | 219,502 | -1.9% | 0.20% | +40.4% |
| NIO | Buy | NIO INCspon ads | $107,820 | -10.1% | 3,403,400 | +1.2% | 0.20% | 0.0% |
| ICE | Sell | INTERCONTINENTAL EXCHANGE IN | $105,753 | +16.8% | 773,217 | -2.0% | 0.20% | +29.8% |
| TDG | Sell | TRANSDIGM GROUP INC | $93,930 | -0.1% | 147,623 | -2.0% | 0.17% | +10.8% |
| STE | New | STERIS PLC | $88,651 | – | 364,205 | +100.0% | 0.16% | – |
| TME | Buy | TENCENT MUSIC ENTMT GROUPspon ads | $77,265 | -4.5% | 11,279,499 | +1.1% | 0.14% | +5.9% |
| BFAM | Sell | BRIGHT HORIZONS FAM SOL IN D | $58,450 | -11.5% | 464,330 | -2.0% | 0.11% | -1.8% |
| TECH | Sell | BIO-TECHNE CORPORATION | $50,296 | +4.7% | 97,220 | -1.9% | 0.09% | +16.2% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $44,316 | +16.3% | 78,151 | +18.0% | 0.08% | +28.1% |
| New | SANSARA INC | $38,264 | – | 1,361,225 | +100.0% | 0.07% | – | |
| PATH | Buy | UIPATH INC | $23,817 | +5.3% | 552,204 | +28.4% | 0.04% | +15.8% |
| WCN | Sell | WASTE CONNECTIONS INC | $14,521 | -10.7% | 106,559 | -17.5% | 0.03% | 0.0% |
| ANSS | Sell | ANSYS INC | $10,957 | -4.3% | 27,317 | -18.8% | 0.02% | +5.3% |
| INDA | Buy | ISHARES TRmsci india etf | $10,967 | +6.0% | 239,246 | +12.6% | 0.02% | +17.6% |
| IWF | New | ISHARES TRrus 1000 grw etf | $7,258 | – | 23,752 | +100.0% | 0.01% | – |
| W | WAYFAIR INCcl a | $4,200 | -25.7% | 22,109 | 0.0% | 0.01% | -11.1% | |
| OPEN | New | OPENDOOR TECHNOLOGIES INC | $3,058 | – | 209,341 | +100.0% | 0.01% | – |
| BILL | New | BILL COM HLDGS INC | $313 | – | 1,255 | +100.0% | 0.00% | – |
| ILMN | Exit | ILLUMINA INC | $0 | – | -2,298 | -100.0% | -0.00% | – |
| Exit | OPENDOOR TECHNOLOGIES INC | $0 | – | -171,975 | -100.0% | -0.01% | – | |
| WDAY | Exit | WORKDAY INCcl a | $0 | – | -88,039 | -100.0% | -0.04% | – |
| COUP | Exit | COUPA SOFTWARE INC | $0 | – | -230,192 | -100.0% | -0.08% | – |
| DG | Exit | DOLLAR GENERAL CORPORATION NEW | $0 | – | -318,475 | -100.0% | -0.11% | – |
| EQIX | Exit | EQUINIX INC | $0 | – | -116,601 | -100.0% | -0.15% | – |
| Z | Exit | ZILLOW GROUP INCcl c cap stk | $0 | – | -4,548,965 | -100.0% | -0.67% | – |
Source
Signed by
- Lisa Grozio — Chief Compliance Officer
- Sands Capital Management holdings (13F-HR)
- Sands Capital Management significant holdings (13D/G)
- Sands Capital Management ownership history
- Sands Capital Management portfolio value
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