Sands Capital Management, LLC
- SEC CIK
- 0001020066
- Latest filing
- Aug 13, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Aug 16, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 77
- +2 vs. Q1 2021
- Portfolio value
- $59.0B
- +$7.23B (+14.0%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SESea Ltd | SPONSORD ADS | 23,092,493 | $6.34B | 10.8% | −660,149−2.8% | Reduced | History |
| VVisa Inc. | Stock | 13,645,342 | $3.19B | 5.4% | +199,977+1.5% | Added | History |
| NFLXNetflix Inc | Stock | 5,245,255 | $2.77B | 4.7% | +13,568+0.3% | Added | History |
| AMZNAmazon Com Inc | Stock | 703,233 | $2.42B | 4.1% | +16,798+2.4% | Added | History |
| METAMeta Platforms, Inc. | Stock | 5,642,368 | $1.96B | 3.3% | +64,110+1.1% | Added | History |
| SHOPShopify Inc. | Stock | 1,327,253 | $1.94B | 3.3% | +48,933+3.8% | Added | History |
| MELIMercadolibre Inc | COM | 1,205,263 | $1.88B | 3.2% | +55,633+4.8% | Added | History |
| TWLOTwilio Inc | CL A | 4,530,980 | $1.79B | 3.0% | +11,088+0.2% | Added | History |
| XYZBlock, Inc. | CL A | 7,277,844 | $1.77B | 3.0% | −650,357−8.2% | Reduced | History |
| ALGNAlign Technology Inc | COM | 2,889,769 | $1.77B | 3.0% | +31,625+1.1% | Added | History |
| UBERUber Technologies, Inc | Stock | 33,446,123 | $1.68B | 2.8% | −117,352−0.3% | Reduced | History |
| ASMLASML Holding NV | ADR | 2,390,899 | $1.65B | 2.8% | +85,977+3.7% | Added | History |
| NOWServiceNow, Inc. | Stock | 2,824,759 | $1.55B | 2.6% | −46,459−1.6% | Reduced | History |
| TEAMAtlassian Corp | CL A | 5,661,536 | $1.45B | 2.5% | +157,258+2.9% | Added | History |
| EWEdwards Lifesciences Corp | Stock | 13,436,534 | $1.39B | 2.4% | +456,072+3.5% | Added | History |
| BABAAlibaba Group Holding Ltd | ADR | 6,116,208 | $1.39B | 2.4% | +308,741+5.3% | Added | History |
| DXCMDexcom Inc | COM | 3,037,276 | $1.30B | 2.2% | +100,774+3.4% | Added | History |
| INTUIntuit Inc. | Stock | 2,430,163 | $1.19B | 2.0% | −10,523−0.4% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 9,888,981 | $1.19B | 2.0% | +591,739+6.4% | Added | History |
| DASHDoorDash, Inc. | Stock | 6,540,407 | $1.17B | 2.0% | +2,116,415+47.8% | Added | History |
| NKENIKE, Inc. | Stock | 7,115,563 | $1.10B | 1.9% | +386,328+5.7% | Added | History |
| MTCHMatch Group, Inc. | COM | 6,466,930 | $1.04B | 1.8% | −1,797,461−21.7% | Reduced | History |
| LRCXLam Research Corp | COM | 1,464,760 | $953.1M | 1.6% | +79,616+5.7% | Added | History |
| SNOWSnowflake Inc. | Stock | 3,719,678 | $899.4M | 1.5% | +606,095+19.5% | Added | History |
| CHTRCharter Communications, Inc. | CL A | 1,161,195 | $837.7M | 1.4% | −10,229−0.9% | Reduced | History |
| APTVAptiv PLC | SHS | 5,306,126 | $834.8M | 1.4% | +321,089+6.4% | Added | History |
| ILMNIllumina, Inc. | COM | 1,675,883 | $793.0M | 1.3% | −1,195,216−41.6% | Reduced | History |
| CSGPCostar Group, Inc. | COM | 9,023,512 | $747.3M | 1.3% | −79,838−0.9% | ReducedConverted for a 10-for-1 split | History |
| WDAYWorkday, Inc. | CL A | 3,120,764 | $745.1M | 1.3% | +2,835+0.1% | Added | History |
| GOOGLAlphabet Inc. | Stock | 285,953 | $698.2M | 1.2% | +14,444+5.3% | Added | History |
| ZTSZoetis Inc. | Stock | 3,581,218 | $667.4M | 1.1% | +35,154+1.0% | Added | History |
| NBISNebius Group N.V. | Stock | 8,811,480 | $623.4M | 1.1% | +185,751+2.2% | Added | History |
| ZZillow Group, Inc. | CL C CAP STK | 4,587,072 | $560.6M | 1.0% | −157,924−3.3% | Reduced | History |
| FNDFloor & Decor Holdings, Inc. | CL A | 4,978,334 | $526.2M | 0.9% | −744,839−13.0% | Reduced | History |
| WMGWarner Music Group Corp. | COM CL A | 13,563,287 | $488.8M | 0.8% | −1,300,452−8.7% | Reduced | History |
| OKTAOkta, Inc. | CL A | 1,940,214 | $474.7M | 0.8% | +103,501+5.6% | Added | History |
| GOOGAlphabet Inc. | Stock | 184,601 | $462.7M | 0.8% | +10,028+5.7% | Added | History |
| SRPTSarepta Therapeutics, Inc. | COM | 5,607,148 | $435.9M | 0.7% | +2,579,058+85.2% | Added | History |
| ZMZoom Communications, Inc. | Stock | 1,111,694 | $430.3M | 0.7% | +58,337+5.5% | Added | History |
| FVRRFiverr International Ltd. | ORD SHS | 1,688,489 | $409.4M | 0.7% | −60,694−3.5% | Reduced | History |
| COUPCoupa Software Inc | COM | 1,483,709 | $388.9M | 0.7% | +66,481+4.7% | Added | History |
| CVNACarvana Co. | CL A | 1,250,492 | $377.4M | 0.6% | +1,250,492 | New | History |
| XPXP Inc. | CL A | 8,488,888 | $369.7M | 0.6% | +190,666+2.3% | Added | History |
| ABNBAirbnb, Inc. | Stock | 2,397,662 | $367.2M | 0.6% | +960,921+66.9% | Added | History |
| PAGSPagSeguro Digital Ltd. | COM CL A | 6,176,962 | $345.4M | 0.6% | +130,493+2.2% | Added | History |
| PATHUiPath, Inc. | Stock | 4,251,266 | $291.8M | 0.5% | +4,251,266 | New | History |
| GOGrocery Outlet Holding Corp. | COM | 8,169,206 | $283.1M | 0.5% | −290,146−3.4% | Reduced | History |
| GLOBGlobant S.A. | COM | 1,196,747 | $262.3M | 0.4% | +25,428+2.2% | Added | History |
| TCOMTrip.com Group Ltd | ADS | 6,859,392 | $243.2M | 0.4% | +125,109+1.9% | Added | History |
| IRTCiRhythm Holdings, Inc. | COM | 3,229,819 | $214.3M | 0.4% | +182,255+6.0% | Added | History |
| ROPRoper Technologies Inc | Stock | 376,921 | $177.2M | 0.3% | +42,520+12.7% | Added | History |
| EDUNew Oriental Education & Technology Group Inc. | SPON ADR | 20,704,802 | $169.6M | 0.3% | +423,012+2.1% | Added | History |
| TMETencent Music Entertainment Group | SPON ADS | 10,879,896 | $168.4M | 0.3% | +291,142+2.7% | Added | History |
| HCMHUTCHMED (China) Ltd | SPONSORED ADS | 4,088,471 | $160.6M | 0.3% | +89,872+2.2% | Added | History |
| HDBHDFC Bank Ltd | SPONSORED ADS | 2,124,467 | $155.3M | 0.3% | +382,020+21.9% | Added | History |
| TXNTexas Instruments Inc | Stock | 756,961 | $145.6M | 0.2% | +4,508+0.6% | Added | History |
| CHGGChegg, Inc | COM | 1,709,092 | $142.0M | 0.2% | +192,497+12.7% | Added | History |
| IQVIQVIA Holdings Inc. | Stock | 534,874 | $129.6M | 0.2% | −2,798−0.5% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 472,585 | $128.0M | 0.2% | +52,735+12.6% | Added | History |
| BZKanzhun Ltd | SPONSORED ADS | 3,135,229 | $124.3M | 0.2% | +3,135,229 | New | History |
| NETCloudflare, Inc. | CL A COM | 1,033,887 | $109.4M | 0.2% | +116,140+12.7% | Added | History |
| TDGTransDigm Group INC | COM | 149,264 | $96.6M | 0.2% | +16,729+12.6% | Added | History |
| EQIXEquinix Inc | COM | 116,637 | $93.6M | 0.2% | +10,745+10.1% | Added | History |
| ICEIntercontinental Exchange, Inc. | Stock | 779,095 | $92.5M | 0.2% | +87,812+12.7% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 221,952 | $88.9M | 0.2% | +24,806+12.6% | Added | History |
| BFAMBright Horizons Family Solutions Inc. | COM | 468,397 | $68.9M | 0.1% | +52,607+12.7% | Added | History |
| DGDollar General Corp | COM | 316,136 | $68.4M | 0.1% | +35,277+12.6% | Added | History |
| TECHBIO-TECHNE Corp | COM | 97,936 | $44.1M | 0.1% | +11,051+12.7% | Added | History |
| KRTXKaruna Therapeutics, Inc. | COM | 380,307 | $43.4M | 0.1% | −48,588−11.3% | Reduced | History |
| ADBEAdobe Inc. | Stock | 67,647 | $39.6M | 0.1% | −1,054−1.5% | Reduced | History |
| TSHATaysha Gene Therapies, Inc. | COM SHS | 724,873 | $15.4M | <0.1% | 00.0% | Unchanged | History |
| WCNWaste Connections, Inc. | COM | 107,190 | $12.8M | <0.1% | +107,190 | New | History |
| MASS908 Devices Inc. | COM | 326,427 | $12.6M | <0.1% | 00.0% | Unchanged | History |
| ANSSAnsys Inc | COM | 27,915 | $9.69M | <0.1% | +27,915 | New | History |
| iShares MSCI India ETF46429B598 | ETF | 210,141 | $9.30M | <0.1% | −30,277−12.6% | Reduced | – |
| SPRBSpruce Biosciences, Inc. | COM | 787,007 | $8.82M | <0.1% | 00.0% | Unchanged | History |
| TARSTarsus Pharmaceuticals, Inc. | COM | 260,000 | $7.54M | <0.1% | 00.0% | Unchanged | History |
Sold out since Q1 2021 (3)
Positions held at the end of Q1 2021 that are gone from this filing.
| Security | Class | Shares in Q1 2021 | Value in Q1 2021 | % of portfolio in Q1 2021 | History |
|---|---|---|---|---|---|
| WORKSlack Technologies, Inc. | COM CL A | 367,019 | $14.9M | <0.1% | History |
| EXASExact Sciences Corp | COM | 103,296 | $13.6M | <0.1% | History |
| ONCBeOne Medicines Ltd. | ADR | 1,875 | $653.0K | <0.1% | History |