Sands Capital Management Q2 2022 holdings

$28.9 Billion is the total value of Sands Capital Management's 69 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 16.2% .

 Value Shares↓ Weighting
V SellVISA INC$2,381,874
-13.6%
12,097,484
-2.6%
8.24%
+30.1%
AMZN BuyAMAZON COM INC$1,841,339
-34.7%
17,336,780
+1902.8%
6.37%
-1.8%
SE BuySEA LTDsponsored ads$1,368,654
-43.2%
20,470,449
+1.8%
4.74%
-14.4%
DXCM BuyDEXCOM INC$1,334,252
-37.7%
17,902,213
+327.3%
4.62%
-6.3%
NOW SellSERVICENOW INC$1,288,750
-15.4%
2,710,191
-0.9%
4.46%
+27.4%
TEAM BuyATLASSIAN CORP PLCcl a$1,218,928
-32.1%
6,504,421
+6.5%
4.22%
+2.3%
EW BuyEDWARDS LIFESCIENCES CORP$1,113,674
-19.2%
11,711,787
+0.1%
3.86%
+21.7%
SQ BuyBLOCK INCcl a$1,011,075
-51.2%
16,450,950
+7.7%
3.50%
-26.5%
ASML BuyASML HOLDING NV ADR$924,511
-27.8%
1,942,740
+1.3%
3.20%
+8.7%
MELI SellMERCADOLIBRE INC$827,151
-46.8%
1,298,775
-0.7%
2.86%
-20.0%
LRCX BuyLAM RESEARCH CORPORATION$799,968
+13.4%
1,877,199
+43.0%
2.77%
+70.6%
SNOW BuySNOWFLAKE INCcl a$795,697
-35.3%
5,721,972
+6.6%
2.75%
-2.6%
TSM SellTAIWAN SEMICONDUCTOR MFG LTDsponsored ads$738,093
-23.1%
9,028,657
-2.0%
2.56%
+15.7%
SHOP BuySHOPIFY INCcl a$736,038
-48.8%
23,560,742
+1007.4%
2.55%
-23.0%
NET BuyCLOUDFLARE INC$684,423
-57.8%
15,643,953
+15.4%
2.37%
-36.5%
NKE SellNIKE INCcl b$644,535
-28.1%
6,306,606
-5.3%
2.23%
+8.2%
CSGP SellCOSTAR GROUP INC$633,465
-11.0%
10,486,090
-1.8%
2.19%
+34.0%
GOOGL BuyALPHABET INCcap stk cl a$611,705
-21.0%
280,694
+0.8%
2.12%
+18.9%
ALGN BuyALIGN TECHNOLOGY INC$591,802
-42.6%
2,500,535
+5.8%
2.05%
-13.5%
NFLX SellNETFLIX INC$585,201
-54.0%
3,346,494
-1.4%
2.03%
-30.7%
DASH BuyDOORDASH INC$585,022
-45.2%
9,116,759
+0.2%
2.02%
-17.4%
INTU SellINTUIT$570,951
-44.8%
1,481,296
-31.2%
1.98%
-16.9%
MTCH SellMATCH GROUP INC NEW$508,334
-36.9%
7,294,223
-1.5%
1.76%
-4.9%
APTV BuyAPTIV PLC$464,012
-25.2%
5,209,526
+0.5%
1.61%
+12.5%
ENTG BuyENTEGRIS INC$438,005
-25.0%
4,754,208
+6.9%
1.52%
+13.0%
CHTR SellCHARTER COMMUNICATIONS INC Ncl a$405,274
-25.1%
864,990
-12.8%
1.40%
+12.8%
UBER SellUBER TECHNOLOGIES INC$379,872
-44.2%
18,566,568
-2.8%
1.32%
-16.1%
TWLO SellTWILIO INCcl a$375,246
-56.1%
4,477,343
-13.7%
1.30%
-33.9%
ABNB BuyAIRBNB INC$364,564
-19.5%
4,092,548
+55.3%
1.26%
+21.2%
IRTC BuyIRHYTHM TECHNOLOGIES INC$329,648
-30.8%
3,051,447
+0.9%
1.14%
+4.2%
WMG SellWARNER MUSIC GROUP CORP$283,532
-36.6%
11,639,240
-1.6%
0.98%
-4.7%
SRPT SellSAREPTA THERAPEUTICS INC$278,184
-25.5%
3,711,101
-22.4%
0.96%
+12.1%
FND SellFLOOR & DECOR HLDGS INCcl a$261,306
-23.6%
4,150,357
-1.7%
0.90%
+15.1%
GLOB BuyGLOBANT S A$260,604
-25.9%
1,497,727
+11.7%
0.90%
+11.6%
FB SellMETA PLATFORMS INCcl a$253,363
-42.7%
1,571,241
-21.0%
0.88%
-13.8%
OKTA BuyOKTA INCcl a$240,273
-39.6%
2,657,882
+0.9%
0.83%
-9.0%
NVDA NewNVIDIA CORPORATION$221,8651,463,586
+100.0%
0.77%
DDOG NewDATADOG INC$204,0012,141,968
+100.0%
0.71%
GOOG SellALPHABET INCcap stk cl c$196,586
-44.2%
89,870
-28.8%
0.68%
-16.0%
TXG Buy10X GENOMICS INC$159,591
-34.5%
3,526,878
+10.2%
0.55%
-1.4%
XP SellXP INCcl a$152,325
-41.8%
8,481,346
-2.4%
0.53%
-12.5%
ROP SellROPER TECHNOLOGIES INC$122,523
-27.5%
310,459
-13.3%
0.42%
+9.0%
NIO SellNIO INCspon ads$118,844
+0.7%
5,471,630
-2.4%
0.41%
+51.7%
IQV SellIQVIA HLDGS INC$117,844
-9.9%
543,083
-4.0%
0.41%
+35.5%
HDB SellHDFC BANK LTDsponsored ads$116,937
-12.4%
2,127,668
-2.3%
0.40%
+31.9%
BZ SellKANZHUN LIMITEDsponsored ads$114,862
+2.9%
4,370,685
-2.4%
0.40%
+54.9%
MSFT SellMICROSOFT CORP$113,603
-20.0%
442,327
-4.0%
0.39%
+20.6%
FWONK BuyLIBERTY MEDIA CORP DEL$110,748
+22.1%
1,744,884
+34.4%
0.38%
+83.3%
ZTS SellZOETIS INCcl a$105,109
-81.1%
611,489
-79.3%
0.36%
-71.6%
TXN SellTEXAS INSTRS INC$98,529
-18.6%
641,257
-2.8%
0.34%
+22.7%
CHGG BuyCHEGG INC$89,435
-42.7%
4,762,248
+10.7%
0.31%
-13.6%
UNH SellUNITEDHEALTH GROUP INC$89,180
-2.9%
173,627
-3.6%
0.31%
+46.4%
BuyNU HLDGS LTD$78,588
-32.9%
21,012,739
+38.5%
0.27%
+1.1%
STE SellSTERIS PLC$76,824
-18.0%
372,662
-3.9%
0.27%
+23.7%
DLO NewDLOCAL LTD$74,0042,819,185
+100.0%
0.26%
TDG SellTRANSDIGM GROUP INC$71,984
-20.9%
134,131
-3.9%
0.25%
+19.1%
PAGS SellPAGSEGURO DIGITAL LTD$63,877
-50.2%
6,237,990
-2.5%
0.22%
-25.1%
FVRR SellFIVERR INTL LTD$56,109
-55.5%
1,631,558
-1.5%
0.19%
-33.1%
TECH SellBIO-TECHNE CORPORATION$55,201
-23.2%
159,247
-4.0%
0.19%
+15.8%
ICE SellINTERCONTINENTAL EXCHANGE IN$50,607
-31.5%
538,143
-3.7%
0.18%
+2.9%
SITE NewSITEONE LANDSCAPE SUPPLY INC$34,351288,977
+100.0%
0.12%
BuySANSARA INC$19,448
-30.2%
1,741,088
+0.1%
0.07%
+4.7%
PATH BuyUIPATH INC$15,873
-15.7%
872,600
+0.1%
0.06%
+27.9%
WCN SellWASTE CONNECTIONS INC$10,859
-34.2%
87,599
-25.9%
0.04%0.0%
INDA SellISHARES TRmsci india etf$9,501
-12.0%
241,335
-0.4%
0.03%
+32.0%
CDNS NewCADENCE DESIGN SYSTEM INC$6,95646,361
+100.0%
0.02%
NewGITLAB INC$89416,827
+100.0%
0.00%
OPEN  OPENDOOR TECHNOLOGIES INC$986
-45.6%
209,3410.0%0.00%
-25.0%
IWF SellISHARES TRrus 1000 grw etf$301
-94.4%
1,375
-92.9%
0.00%
-91.7%
BILL ExitBILL COM HLDGS INC$0-1,255
-100.0%
-0.00%
ANSS ExitANSYS INC$0-30,345
-100.0%
-0.02%
ADBE ExitADOBE SYSTEMS INCORPORATED$0-72,496
-100.0%
-0.08%
BFAM ExitBRIGHT HORIZONS FAM SOL IN D$0-493,804
-100.0%
-0.15%
HCM ExitHUTCHISON CHINA MEDITECH LTDsponsored adr$0-4,189,421
-100.0%
-0.18%

The following EDGAR filing(s) were analyzed to create this report:

The EDGAR filing(s) were signed by:

  • Lisa Grozio — Chief Compliance Officer

Compare quarterly holdings

Export Sands Capital Management's holdings

EDGAR filings