Sands Capital Management, LLC
- SEC CIK
- 0001020066
- Latest filing
- Aug 13, 2026
Holdings in Q3 2021
Holdings as of Sep 30, 2021, filed Nov 3, 2021. Long positions only; changes compare share counts with Q2 2021.
- Positions
- 71
- −6 vs. Q2 2021
- Portfolio value
- $60.0B
- +$987.5M (+1.7%) vs. Q2 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SESea Ltd | SPONSORD ADS | 20,469,459 | $6.52B | 10.9% | −2,623,034−11.4% | Reduced | History |
| NFLXNetflix Inc | Stock | 5,202,192 | $3.18B | 5.3% | −43,063−0.8% | Reduced | History |
| VVisa Inc. | Stock | 13,848,830 | $3.08B | 5.1% | +203,488+1.5% | Added | History |
| AMZNAmazon Com Inc | Stock | 812,276 | $2.67B | 4.4% | +109,043+15.5% | Added | History |
| XYZBlock, Inc. | CL A | 10,585,033 | $2.54B | 4.2% | +3,307,189+45.4% | Added | History |
| TEAMAtlassian Corp | CL A | 5,715,280 | $2.24B | 3.7% | +53,744+0.9% | Added | History |
| MELIMercadolibre Inc | COM | 1,231,475 | $2.07B | 3.4% | +26,212+2.2% | Added | History |
| ALGNAlign Technology Inc | COM | 2,907,936 | $1.94B | 3.2% | +18,167+0.6% | Added | History |
| METAMeta Platforms, Inc. | Stock | 5,652,187 | $1.92B | 3.2% | +9,819+0.2% | Added | History |
| SHOPShopify Inc. | Stock | 1,347,329 | $1.83B | 3.0% | +20,076+1.5% | Added | History |
| DXCMDexcom Inc | COM | 3,324,368 | $1.82B | 3.0% | +287,092+9.5% | Added | History |
| TWLOTwilio Inc | CL A | 5,451,329 | $1.74B | 2.9% | +920,349+20.3% | Added | History |
| NOWServiceNow, Inc. | Stock | 2,742,929 | $1.71B | 2.8% | −81,830−2.9% | Reduced | History |
| ASMLASML Holding NV | ADR | 2,271,641 | $1.69B | 2.8% | −119,258−5.0% | Reduced | History |
| DASHDoorDash, Inc. | Stock | 8,166,440 | $1.68B | 2.8% | +1,626,033+24.9% | Added | History |
| EWEdwards Lifesciences Corp | Stock | 13,550,416 | $1.53B | 2.6% | +113,882+0.8% | Added | History |
| SNOWSnowflake Inc. | Stock | 4,561,278 | $1.38B | 2.3% | +841,600+22.6% | Added | History |
| INTUIntuit Inc. | Stock | 2,399,551 | $1.29B | 2.2% | −30,612−1.3% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 10,138,793 | $1.13B | 1.9% | +249,812+2.5% | Added | History |
| NKENIKE, Inc. | Stock | 7,255,317 | $1.05B | 1.8% | +139,754+2.0% | Added | History |
| MTCHMatch Group, Inc. | COM | 6,414,973 | $1.01B | 1.7% | −51,957−0.8% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 21,397,459 | $958.6M | 1.6% | −12,048,664−36.0% | Reduced | History |
| NETCloudflare, Inc. | CL A COM | 8,323,377 | $937.6M | 1.6% | +7,289,490+705.1% | Added | History |
| CSGPCostar Group, Inc. | COM | 10,537,662 | $906.9M | 1.5% | +1,514,150+16.8% | Added | History |
| LRCXLam Research Corp | COM | 1,491,443 | $848.9M | 1.4% | +26,683+1.8% | Added | History |
| CHTRCharter Communications, Inc. | CL A | 1,154,978 | $840.3M | 1.4% | −6,217−0.5% | Reduced | History |
| BABAAlibaba Group Holding Ltd | ADR | 5,529,962 | $818.7M | 1.4% | −586,246−9.6% | Reduced | History |
| APTVAptiv PLC | SHS | 5,440,613 | $810.5M | 1.4% | +134,487+2.5% | Added | History |
| GOOGLAlphabet Inc. | Stock | 290,738 | $777.3M | 1.3% | +4,785+1.7% | Added | History |
| NBISNebius Group N.V. | Stock | 9,024,689 | $719.2M | 1.2% | +213,209+2.4% | Added | History |
| ZTSZoetis Inc. | Stock | 3,549,603 | $689.1M | 1.1% | −31,615−0.9% | Reduced | History |
| OKTAOkta, Inc. | CL A | 2,748,539 | $652.3M | 1.1% | +808,325+41.7% | Added | History |
| FNDFloor & Decor Holdings, Inc. | CL A | 4,953,238 | $598.3M | 1.0% | −25,096−0.5% | Reduced | History |
| WMGWarner Music Group Corp. | COM CL A | 13,473,812 | $575.9M | 1.0% | −89,475−0.7% | Reduced | History |
| SRPTSarepta Therapeutics, Inc. | COM | 5,566,103 | $514.8M | 0.9% | −41,045−0.7% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 188,231 | $501.7M | 0.8% | +3,630+2.0% | Added | History |
| ABNBAirbnb, Inc. | Stock | 2,646,079 | $443.9M | 0.7% | +248,417+10.4% | Added | History |
| ZZillow Group, Inc. | CL C CAP STK | 4,548,965 | $400.9M | 0.7% | −38,107−0.8% | Reduced | History |
| CVNACarvana Co. | CL A | 1,241,293 | $374.3M | 0.6% | −9,199−0.7% | Reduced | History |
| XPXP Inc. | CL A | 8,694,082 | $349.2M | 0.6% | +205,194+2.4% | Added | History |
| GLOBGlobant S.A. | COM | 1,225,906 | $344.5M | 0.6% | +29,159+2.4% | Added | History |
| PAGSPagSeguro Digital Ltd. | COM CL A | 6,386,982 | $330.3M | 0.6% | +210,020+3.4% | Added | History |
| FVRRFiverr International Ltd. | ORD SHS | 1,676,359 | $306.2M | 0.5% | −12,130−0.7% | Reduced | History |
| IRTCiRhythm Holdings, Inc. | COM | 3,293,424 | $192.9M | 0.3% | +63,605+2.0% | Added | History |
| ROPRoper Technologies Inc | Stock | 381,524 | $170.2M | 0.3% | +4,603+1.2% | Added | History |
| HDBHDFC Bank Ltd | SPONSORED ADS | 2,204,992 | $161.2M | 0.3% | +80,525+3.8% | Added | History |
| HCMHUTCHMED (China) Ltd | SPONSORED ADS | 4,189,453 | $153.4M | 0.3% | +100,982+2.5% | Added | History |
| TXNTexas Instruments Inc | Stock | 762,761 | $146.6M | 0.2% | +5,800+0.8% | Added | History |
| MSFTMicrosoft Corp | Stock | 476,852 | $134.4M | 0.2% | +4,267+0.9% | Added | History |
| IQVIQVIA Holdings Inc. | Stock | 541,820 | $129.8M | 0.2% | +6,946+1.3% | Added | History |
| NIONIO Inc. | ADR | 3,364,376 | $119.9M | 0.2% | +3,364,376 | New | History |
| CHGGChegg, Inc | COM | 1,728,471 | $117.6M | 0.2% | +19,379+1.1% | Added | History |
| BZKanzhun Ltd | SPONSORED ADS | 3,220,360 | $115.9M | 0.2% | +85,131+2.7% | Added | History |
| TDGTransDigm Group INC | COM | 150,563 | $94.0M | 0.2% | +1,299+0.9% | Added | History |
| EQIXEquinix Inc | COM | 116,601 | $92.1M | 0.2% | −360.0% | Reduced | History |
| ICEIntercontinental Exchange, Inc. | Stock | 788,652 | $90.6M | 0.2% | +9,557+1.2% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 223,864 | $87.5M | 0.1% | +1,912+0.9% | Added | History |
| TMETencent Music Entertainment Group | SPON ADS | 11,156,144 | $80.9M | 0.1% | +276,248+2.5% | Added | History |
| DGDollar General Corp | COM | 318,475 | $67.6M | 0.1% | +2,339+0.7% | Added | History |
| BFAMBright Horizons Family Solutions Inc. | COM | 473,575 | $66.0M | 0.1% | +5,178+1.1% | Added | History |
| COUPCoupa Software Inc | COM | 230,192 | $50.5M | 0.1% | −1,253,517−84.5% | Reduced | History |
| TECHBIO-TECHNE Corp | COM | 99,153 | $48.0M | 0.1% | +1,217+1.2% | Added | History |
| ADBEAdobe Inc. | Stock | 66,205 | $38.1M | 0.1% | −1,442−2.1% | Reduced | History |
| PATHUiPath, Inc. | Stock | 430,104 | $22.6M | <0.1% | −3,821,162−89.9% | Reduced | History |
| WDAYWorkday, Inc. | CL A | 88,039 | $22.0M | <0.1% | −3,032,725−97.2% | Reduced | History |
| WCNWaste Connections, Inc. | COM | 129,142 | $16.3M | <0.1% | +21,952+20.5% | Added | History |
| ANSSAnsys Inc | COM | 33,636 | $11.5M | <0.1% | +5,721+20.5% | Added | History |
| iShares MSCI India ETF46429B598 | ETF | 212,411 | $10.3M | <0.1% | +2,270+1.1% | Added | – |
| WWayfair Inc. | CL A | 22,109 | $5.65M | <0.1% | +22,109 | New | History |
| Opendoor Technologies Inc.683712130 | COM | 171,975 | $3.53M | <0.1% | +171,975 | New | – |
| ILMNIllumina, Inc. | COM | 2,298 | $932.0K | <0.1% | −1,673,585−99.9% | Reduced | History |
Sold out since Q2 2021 (9)
Positions held at the end of Q2 2021 that are gone from this filing.
| Security | Class | Shares in Q2 2021 | Value in Q2 2021 | % of portfolio in Q2 2021 | History |
|---|---|---|---|---|---|
| ZMZoom Communications, Inc. | Stock | 1,111,694 | $430.3M | 0.7% | History |
| GOGrocery Outlet Holding Corp. | COM | 8,169,206 | $283.1M | 0.5% | History |
| TCOMTrip.com Group Ltd | ADS | 6,859,392 | $243.2M | 0.4% | History |
| EDUNew Oriental Education & Technology Group Inc. | SPON ADR | 20,704,802 | $169.6M | 0.3% | History |
| KRTXKaruna Therapeutics, Inc. | COM | 380,307 | $43.4M | 0.1% | History |
| TSHATaysha Gene Therapies, Inc. | COM SHS | 724,873 | $15.4M | <0.1% | History |
| MASS908 Devices Inc. | COM | 326,427 | $12.6M | <0.1% | History |
| SPRBSpruce Biosciences, Inc. | COM | 787,007 | $8.82M | <0.1% | History |
| TARSTarsus Pharmaceuticals, Inc. | COM | 260,000 | $7.54M | <0.1% | History |