Sands Capital Management Q1 2022 holdings

$43.5 Billion is the total value of Sands Capital Management's 68 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 9.9% .

 Value Shares↓ Weighting
AMZN BuyAMAZON COM INC$2,821,933
+0.4%
865,637
+2.7%
6.49%
+24.3%
V SellVISA INC$2,755,213
-3.6%
12,423,741
-5.8%
6.34%
+19.4%
SE BuySEA LTDsponsored ads$2,407,829
-40.7%
20,100,417
+10.7%
5.54%
-26.6%
DXCM BuyDEXCOM INC$2,143,218
+27.6%
4,189,245
+33.9%
4.93%
+58.1%
SQ BuyBLOCK INCcl a$2,070,846
+13.8%
15,271,728
+35.5%
4.76%
+40.9%
TEAM BuyATLASSIAN CORP PLCcl a$1,794,369
-12.5%
6,106,826
+13.5%
4.13%
+8.4%
NET BuyCLOUDFLARE INC$1,621,998
+39.9%
13,550,528
+53.6%
3.73%
+73.3%
MELI BuyMERCADOLIBRE INC$1,555,710
-4.1%
1,307,891
+8.7%
3.58%
+18.8%
NOW BuySERVICENOW INC$1,523,133
-11.4%
2,735,070
+3.3%
3.50%
+9.8%
SHOP BuySHOPIFY INCcl a$1,438,160
-25.6%
2,127,581
+51.7%
3.31%
-7.8%
EW SellEDWARDS LIFESCIENCES CORP$1,377,593
-16.4%
11,702,285
-8.0%
3.17%
+3.6%
ASML SellASML HOLDING NV ADR$1,280,332
-23.6%
1,916,866
-8.9%
2.94%
-5.3%
NFLX SellNETFLIX INC$1,271,346
-53.9%
3,393,966
-25.8%
2.92%
-42.9%
SNOW BuySNOWFLAKE INCcl a$1,229,790
-16.0%
5,367,215
+24.2%
2.83%
+4.1%
DASH BuyDOORDASH INC$1,066,634
-8.2%
9,101,753
+16.6%
2.45%
+13.7%
INTU BuyINTUIT$1,034,587
-22.5%
2,151,624
+3.7%
2.38%
-4.0%
ALGN SellALIGN TECHNOLOGY INC$1,030,121
-38.5%
2,362,663
-7.3%
2.37%
-23.8%
TSM SellTAIWAN SEMICONDUCTOR MFG LTDsponsored ads$960,329
-19.0%
9,210,909
-6.5%
2.21%
+0.4%
NKE SellNIKE INCcl b$896,558
-19.7%
6,662,886
-0.5%
2.06%
-0.5%
TWLO SellTWILIO INCcl a$855,071
-43.0%
5,188,223
-8.9%
1.97%
-29.4%
MTCH BuyMATCH GROUP INC NEW$805,144
-15.0%
7,404,306
+3.3%
1.85%
+5.3%
GOOGL BuyALPHABET INCcap stk cl a$774,617
-2.2%
278,504
+1.8%
1.78%
+21.2%
CSGP BuyCOSTAR GROUP INC$711,634
-12.4%
10,683,596
+3.9%
1.64%
+8.5%
LRCX SellLAM RESEARCH CORPORATION$705,663
-29.4%
1,312,592
-5.6%
1.62%
-12.5%
UBER SellUBER TECHNOLOGIES INC$681,360
-22.9%
19,096,409
-9.4%
1.57%
-4.4%
APTV BuyAPTIV PLC$620,626
-25.8%
5,184,415
+2.3%
1.43%
-8.1%
ENTG NewENTEGRIS INC$583,8644,448,146
+100.0%
1.34%
ZTS SellZOETIS INCcl a$556,674
-31.4%
2,951,768
-11.2%
1.28%
-15.0%
CHTR SellCHARTER COMMUNICATIONS INC Ncl a$540,841
-25.7%
991,422
-11.2%
1.24%
-7.9%
IRTC SellIRHYTHM TECHNOLOGIES INC$476,309
+33.0%
3,024,758
-0.6%
1.10%
+64.9%
ABNB BuyAIRBNB INC$452,664
+6.1%
2,635,443
+2.8%
1.04%
+31.4%
WMG BuyWARNER MUSIC GROUP CORP$447,497
-10.3%
11,822,919
+2.3%
1.03%
+11.1%
FB SellMETA PLATFORMS INCcl a$442,191
-75.6%
1,988,628
-63.1%
1.02%
-69.7%
OKTA BuyOKTA INCcl a$397,588
-32.0%
2,633,732
+0.9%
0.91%
-15.8%
SRPT SellSAREPTA THERAPEUTICS INC$373,644
-22.7%
4,782,951
-10.8%
0.86%
-4.1%
GOOG SellALPHABET INCcap stk cl c$352,551
-29.9%
126,227
-27.4%
0.81%
-13.1%
GLOB BuyGLOBANT S A$351,545
-9.6%
1,341,415
+8.3%
0.81%
+11.9%
FND BuyFLOOR & DECOR HLDGS INCcl a$341,972
-36.4%
4,221,881
+2.1%
0.79%
-21.2%
XP SellXP INCcl a$261,687
+3.7%
8,693,906
-1.0%
0.60%
+28.6%
TXG Buy10X GENOMICS INC$243,530
-1.7%
3,201,394
+92.4%
0.56%
+21.7%
ROP SellROPER TECHNOLOGIES INC$169,017
-8.1%
357,912
-4.3%
0.39%
+14.1%
CHGG BuyCHEGG INC$156,072
+26.3%
4,301,885
+6.9%
0.36%
+56.8%
MSFT BuyMICROSOFT CORP$141,986
-2.0%
460,530
+6.9%
0.33%
+21.2%
HDB BuyHDFC BANK LTDsponsored ads$133,539
+2.5%
2,177,380
+8.8%
0.31%
+26.9%
IQV BuyIQVIA HLDGS INC$130,823
-12.7%
565,821
+6.5%
0.30%
+8.3%
PAGS SellPAGSEGURO DIGITAL LTD$128,268
-24.3%
6,397,427
-1.0%
0.30%
-6.3%
FVRR BuyFIVERR INTL LTD$126,055
-31.1%
1,657,089
+3.1%
0.29%
-14.5%
TXN SellTEXAS INSTRS INC$121,007
-16.5%
659,508
-14.3%
0.28%
+3.3%
NIO BuyNIO INCspon ads$117,974
+9.4%
5,604,468
+64.7%
0.27%
+35.5%
BuyNU HLDGS LTD$117,143
-17.1%
15,173,934
+0.8%
0.27%
+2.7%
BZ BuyKANZHUN LIMITEDsponsored ads$111,579
-1.8%
4,479,290
+37.5%
0.26%
+21.8%
STE BuySTERIS PLC$93,717
+5.7%
387,630
+6.4%
0.22%
+30.3%
UNH SellUNITEDHEALTH GROUP INC$91,854
-16.7%
180,117
-17.9%
0.21%
+2.9%
FWONK NewLIBERTY MEDIA CORP DEL$90,6971,298,637
+100.0%
0.21%
TDG SellTRANSDIGM GROUP INC$90,949
-3.2%
139,591
-5.4%
0.21%
+20.1%
HCM SellHUTCHISON CHINA MEDITECH LTDsponsored adr$79,264
-46.6%
4,189,421
-1.0%
0.18%
-34.1%
ICE SellINTERCONTINENTAL EXCHANGE IN$73,851
-30.2%
558,972
-27.7%
0.17%
-13.3%
TECH BuyBIO-TECHNE CORPORATION$71,845
+42.8%
165,908
+70.7%
0.16%
+77.4%
BFAM BuyBRIGHT HORIZONS FAM SOL IN D$65,523
+12.1%
493,804
+6.3%
0.15%
+39.8%
ADBE SellADOBE SYSTEMS INCORPORATED$33,031
-25.5%
72,496
-7.2%
0.08%
-7.3%
BuySANSARA INC$27,860
-27.2%
1,739,089
+27.8%
0.06%
-9.9%
PATH BuyUIPATH INC$18,819
-21.0%
871,662
+57.9%
0.04%
-2.3%
WCN BuyWASTE CONNECTIONS INC$16,508
+13.7%
118,170
+10.9%
0.04%
+40.7%
INDA BuyISHARES TRmsci india etf$10,800
-1.5%
242,320
+1.3%
0.02%
+25.0%
ANSS BuyANSYS INC$9,639
-12.0%
30,345
+11.1%
0.02%
+10.0%
IWF SellISHARES TRrus 1000 grw etf$5,386
-25.8%
19,400
-18.3%
0.01%
-7.7%
OPEN  OPENDOOR TECHNOLOGIES INC$1,811
-40.8%
209,3410.0%0.00%
-33.3%
BILL  BILL COM HLDGS INC$285
-8.9%
1,2550.0%0.00%0.0%
W ExitWAYFAIR INCcl a$0-22,109
-100.0%
-0.01%
TME ExitTENCENT MUSIC ENTMT GROUPspon ads$0-11,279,499
-100.0%
-0.14%
CVNA ExitCARVANA COcl a$0-1,196,974
-100.0%
-0.52%
BABA ExitALIBABA GROUP HOLDING LTDsponsored ads$0-3,650,911
-100.0%
-0.80%
YNDX ExitYANDEX N V$0-9,209,474
-100.0%
-1.03%

These EDGAR filings were analyzed to create this holdings report:

The EDGAR filing(s) were signed by:

  • Lisa Grozio — Chief Compliance Officer

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