Sands Capital Management Q3 2022 holdings

$26.6 Billion is the total value of Sands Capital Management's 67 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 5.8% .

 Value Shares↓ Weighting
V SellVISA INC$1,909,030
-19.9%
10,746,016
-11.2%
7.16%
-13.1%
AMZN SellAMAZON COM INC$1,852,097
+0.6%
16,390,240
-5.5%
6.95%
+9.0%
DXCM SellDEXCOM INC$1,344,480
+0.8%
16,693,318
-6.8%
5.04%
+9.2%
TEAM SellATLASSIAN CORP PLCcl a$1,221,534
+0.2%
5,800,531
-10.8%
4.58%
+8.6%
SE SellSEA LTDsponsored ads$1,096,007
-19.9%
19,554,102
-4.5%
4.11%
-13.2%
MELI SellMERCADOLIBRE INC$1,037,250
+25.4%
1,253,050
-3.5%
3.89%
+35.9%
NOW SellSERVICENOW INC$985,307
-23.5%
2,609,325
-3.7%
3.70%
-17.1%
SNOW SellSNOWFLAKE INCcl a$911,680
+14.6%
5,364,085
-6.3%
3.42%
+24.2%
NET BuyCLOUDFLARE INC$882,541
+28.9%
15,956,268
+2.0%
3.31%
+39.8%
LRCX BuyLAM RESEARCH CORPORATION$877,257
+9.7%
2,396,878
+27.7%
3.29%
+18.9%
SQ SellBLOCK INCcl a$873,129
-13.6%
15,877,952
-3.5%
3.28%
-6.4%
NFLX BuyNETFLIX INC$866,558
+48.1%
3,680,591
+10.0%
3.25%
+60.5%
EW SellEDWARDS LIFESCIENCES CORP$859,840
-22.8%
10,405,902
-11.2%
3.23%
-16.3%
ASML SellASML HOLDING NV ADR$736,408
-20.3%
1,772,981
-8.7%
2.76%
-13.7%
CSGP SellCOSTAR GROUP INC$719,991
+13.7%
10,337,269
-1.4%
2.70%
+23.2%
SHOP SellSHOPIFY INCcl a$608,312
-17.4%
22,580,247
-4.2%
2.28%
-10.4%
INTU SellINTUIT$518,835
-9.1%
1,339,551
-9.6%
1.95%
-1.5%
GOOGL BuyALPHABET INCcap stk cl a$489,275
-20.0%
5,115,264
+1722.4%
1.84%
-13.3%
ALGN SellALIGN TECHNOLOGY INC$479,506
-19.0%
2,315,223
-7.4%
1.80%
-12.2%
NKE SellNIKE INCcl b$443,927
-31.1%
5,340,795
-15.3%
1.67%
-25.3%
ENTG BuyENTERGRIS INC$432,228
-1.3%
5,206,311
+9.5%
1.62%
+7.0%
TSM SellTAIWAN SEMICONDUCTOR MFG LTDsponsored ads$428,426
-42.0%
6,248,926
-30.8%
1.61%
-37.1%
DASH SellDOORDASH INC$422,416
-27.8%
8,542,291
-6.3%
1.58%
-21.7%
UBER SellUBER TECHNOLOGIES INC$420,661
+10.7%
15,874,000
-14.5%
1.58%
+20.1%
ABNB SellAIRBNB INC$404,264
+10.9%
3,848,669
-6.0%
1.52%
+20.2%
APTV SellAPTIV PLC$380,891
-17.9%
4,870,103
-6.5%
1.43%
-11.0%
IRTC SellIRHYTHM TECHNOLOGIES INC$345,576
+4.8%
2,758,426
-9.6%
1.30%
+13.7%
MTCH SellMATCH GROUP INC NEW$332,485
-34.6%
6,963,028
-4.5%
1.25%
-29.1%
RGEN NewREPLIGEN CORP$306,6661,638,959
+100.0%
1.15%
FND SellFLOOR & DECOR HLDGS INCcl a$279,861
+7.1%
3,983,219
-4.0%
1.05%
+16.0%
DDOG BuyDATADOG INC$275,330
+35.0%
3,101,265
+44.8%
1.03%
+46.3%
GLOB SellGLOBANT S A$274,884
+5.5%
1,469,341
-1.9%
1.03%
+14.4%
SRPT SellSAREPTA THERAPEUTICS INC$274,402
-1.4%
2,482,375
-33.1%
1.03%
+7.0%
WMG SellWARNER MUSIC GROUP CORP$259,155
-8.6%
11,165,681
-4.1%
0.97%
-0.8%
CHTR SellCHARTER COMMUNICATIONS INC Ncl a$239,121
-41.0%
788,269
-8.9%
0.90%
-36.1%
FB SellMETA PLATFORMS INCcl a$203,990
-19.5%
1,503,462
-4.3%
0.76%
-12.8%
BuyNU HLDGS LTD$194,432
+147.4%
44,189,042
+110.3%
0.73%
+168.4%
NVDA BuyNVIDIA CORPORATION$194,165
-12.5%
1,599,512
+9.3%
0.73%
-5.1%
HDB BuyHDFC BANK LTDsponsored ads$184,655
+57.9%
3,160,823
+48.6%
0.69%
+71.1%
GOOG BuyALPHABET INCcap stk cl c$156,507
-20.4%
1,627,733
+1711.2%
0.59%
-13.8%
XP SellXP INCcl a$154,619
+1.5%
8,133,572
-4.1%
0.58%
+10.1%
OKTA SellOKTA INCcl a$139,164
-42.1%
2,447,052
-7.9%
0.52%
-37.3%
FWONK BuyLIBERTY MEDIA CORP DEL$133,777
+20.8%
2,286,790
+31.1%
0.50%
+31.1%
ROP BuyROPER TECHNOLOGIES INC$126,106
+2.9%
350,645
+12.9%
0.47%
+11.6%
MSFT BuyMICROSOFT CORP$116,442
+2.5%
499,965
+13.0%
0.44%
+11.2%
CHGG BuyCHEGG INC$113,305
+26.7%
5,377,528
+12.9%
0.42%
+37.1%
TXN BuyTEXAS INSTRS INC$109,099
+10.7%
704,863
+9.9%
0.41%
+19.9%
UNH BuyUNITEDHEALTH GROUP INC$98,833
+10.8%
195,694
+12.7%
0.37%
+20.1%
IQV SellIQVIA HLDGS INC$97,021
-17.7%
535,615
-1.4%
0.36%
-10.8%
TXG Sell10X GENOMICS INC$96,581
-39.5%
3,391,177
-3.8%
0.36%
-34.4%
NIO SellNIO INCspon ads$82,860
-30.3%
5,254,269
-4.0%
0.31%
-24.3%
TDG BuyTRANSDIGM GROUP INC$79,722
+10.7%
151,904
+13.3%
0.30%
+20.1%
PAGS SellPAGSEGURO DIGITAL LTD$79,255
+24.1%
5,990,544
-4.0%
0.30%
+34.4%
DLO BuyDLOCAL LTD$78,643
+6.3%
3,832,512
+35.9%
0.30%
+15.2%
BZ SellKANZHUN LIMITEDsponsored ads$70,828
-38.3%
4,195,989
-4.0%
0.27%
-33.2%
STE BuySTERIS PLC$69,947
-9.0%
420,655
+12.9%
0.26%
-1.5%
ZTS SellZOETIS INCcl a$69,402
-34.0%
468,018
-23.5%
0.26%
-28.6%
ICE BuyINTERCONTINENTAL EXCHANGE IN$54,754
+8.2%
606,016
+12.6%
0.20%
+17.1%
TECH BuyBIO-TECHNE CORPORATION$51,330
-7.0%
180,740
+13.5%
0.19%
+1.0%
SITE BuySITEONE LANDSCAPE SUPPLY INC$34,006
-1.0%
326,541
+13.0%
0.13%
+7.6%
SellSANSARA INC$20,973
+7.8%
1,737,655
-0.2%
0.08%
+17.9%
WCN SellWASTE CONNECTIONS INC$11,255
+3.6%
83,290
-4.9%
0.04%
+10.5%
PATH SellUIPATH INC$10,986
-30.8%
871,249
-0.2%
0.04%
-25.5%
INDA BuyISHARES TRmsci india etf$9,843
+3.6%
241,380
+0.0%
0.04%
+12.1%
IWF BuyISHARES TRrus 1000 grw etf$8,201
+2624.6%
38,978
+2734.8%
0.03%
+3000.0%
CDNS SellCADENCE DESIGN SYSTEM INC$7,204
+3.6%
44,079
-4.9%
0.03%
+12.5%
 GITLAB INC$862
-3.6%
16,8270.0%0.00%0.0%
OPEN ExitOPENDOOR TECHNOLOGIES INC$0-209,341
-100.0%
-0.00%
FVRR ExitFIVERR INTL LTD$0-1,631,558
-100.0%
-0.19%
TWLO ExitTWILIO INCcl a$0-4,477,343
-100.0%
-1.30%

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

The EDGAR filing(s) were signed by:

  • Lisa Grozio — Chief Compliance Officer

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