Sands Capital Management, LLC
- SEC CIK
- 0001020066
- Latest filing
- Aug 13, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Feb 11, 2022. Long positions only; changes compare share counts with Q3 2021.
- Positions
- 71
- 0 vs. Q3 2021
- Portfolio value
- $53.9B
- −$6.08B (−10.1%) vs. Q3 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SESea Ltd | SPONSORD ADS | 18,159,912 | $4.06B | 7.5% | −2,309,547−11.3% | Reduced | History |
| VVisa Inc. | Stock | 13,190,549 | $2.86B | 5.3% | −658,281−4.8% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 843,212 | $2.81B | 5.2% | +30,936+3.8% | Added | History |
| NFLXNetflix Inc | Stock | 4,575,549 | $2.76B | 5.1% | −626,643−12.0% | Reduced | History |
| TEAMAtlassian Corp | CL A | 5,381,227 | $2.05B | 3.8% | −334,053−5.8% | Reduced | History |
| SHOPShopify Inc. | Stock | 1,402,814 | $1.93B | 3.6% | +55,485+4.1% | Added | History |
| XYZBlock, Inc. | CL A | 11,270,218 | $1.82B | 3.4% | +685,185+6.5% | Added | History |
| METAMeta Platforms, Inc. | Stock | 5,382,275 | $1.81B | 3.4% | −269,912−4.8% | Reduced | History |
| NOWServiceNow, Inc. | Stock | 2,647,196 | $1.72B | 3.2% | −95,733−3.5% | Reduced | History |
| DXCMDexcom Inc | COM | 3,128,590 | $1.68B | 3.1% | −195,778−5.9% | Reduced | History |
| ALGNAlign Technology Inc | COM | 2,549,677 | $1.68B | 3.1% | −358,259−12.3% | Reduced | History |
| ASMLASML Holding NV | ADR | 2,103,574 | $1.67B | 3.1% | −168,067−7.4% | Reduced | History |
| EWEdwards Lifesciences Corp | Stock | 12,713,047 | $1.65B | 3.1% | −837,369−6.2% | Reduced | History |
| MELIMercadolibre Inc | COM | 1,202,959 | $1.62B | 3.0% | −28,516−2.3% | Reduced | History |
| TWLOTwilio Inc | CL A | 5,694,725 | $1.50B | 2.8% | +243,396+4.5% | Added | History |
| SNOWSnowflake Inc. | Stock | 4,320,174 | $1.46B | 2.7% | −241,104−5.3% | Reduced | History |
| INTUIntuit Inc. | Stock | 2,075,053 | $1.33B | 2.5% | −324,498−13.5% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 9,852,684 | $1.19B | 2.2% | −286,109−2.8% | Reduced | History |
| DASHDoorDash, Inc. | Stock | 7,805,609 | $1.16B | 2.2% | −360,831−4.4% | Reduced | History |
| NETCloudflare, Inc. | CL A COM | 8,819,174 | $1.16B | 2.2% | +495,797+6.0% | Added | History |
| NKENIKE, Inc. | Stock | 6,696,977 | $1.12B | 2.1% | −558,340−7.7% | Reduced | History |
| LRCXLam Research Corp | COM | 1,389,758 | $999.4M | 1.9% | −101,685−6.8% | Reduced | History |
| MTCHMatch Group, Inc. | COM | 7,165,014 | $947.6M | 1.8% | +750,041+11.7% | Added | History |
| UBERUber Technologies, Inc | Stock | 21,067,446 | $883.4M | 1.6% | −330,013−1.5% | Reduced | History |
| APTVAptiv PLC | SHS | 5,070,114 | $836.3M | 1.6% | −370,499−6.8% | Reduced | History |
| CSGPCostar Group, Inc. | COM | 10,279,665 | $812.4M | 1.5% | −257,997−2.4% | Reduced | History |
| ZTSZoetis Inc. | Stock | 3,325,876 | $811.6M | 1.5% | −223,727−6.3% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 273,493 | $792.3M | 1.5% | −17,245−5.9% | Reduced | History |
| CHTRCharter Communications, Inc. | CL A | 1,116,369 | $727.8M | 1.4% | −38,609−3.3% | Reduced | History |
| OKTAOkta, Inc. | CL A | 2,609,932 | $585.1M | 1.1% | −138,607−5.0% | Reduced | History |
| NBISNebius Group N.V. | Stock | 9,209,474 | $557.2M | 1.0% | +184,785+2.0% | Added | History |
| FNDFloor & Decor Holdings, Inc. | CL A | 4,133,258 | $537.4M | 1.0% | −819,980−16.6% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 173,772 | $502.8M | 0.9% | −14,459−7.7% | Reduced | History |
| WMGWarner Music Group Corp. | COM CL A | 11,553,443 | $498.9M | 0.9% | −1,920,369−14.3% | Reduced | History |
| SRPTSarepta Therapeutics, Inc. | COM | 5,364,627 | $483.1M | 0.9% | −201,476−3.6% | Reduced | History |
| BABAAlibaba Group Holding Ltd | ADR | 3,650,911 | $433.7M | 0.8% | −1,879,051−34.0% | Reduced | History |
| ABNBAirbnb, Inc. | Stock | 2,563,533 | $426.8M | 0.8% | −82,546−3.1% | Reduced | History |
| GLOBGlobant S.A. | COM | 1,238,150 | $388.9M | 0.7% | +12,244+1.0% | Added | History |
| IRTCiRhythm Holdings, Inc. | COM | 3,041,867 | $358.0M | 0.7% | −251,557−7.6% | Reduced | History |
| CVNACarvana Co. | CL A | 1,196,974 | $277.4M | 0.5% | −44,319−3.6% | Reduced | History |
| XPXP Inc. | CL A | 8,780,029 | $252.3M | 0.5% | +85,947+1.0% | Added | History |
| TXG10x Genomics, Inc. | CL A COM | 1,663,967 | $247.9M | 0.5% | +1,663,967 | New | History |
| ROPRoper Technologies Inc | Stock | 374,077 | $184.0M | 0.3% | −7,447−2.0% | Reduced | History |
| FVRRFiverr International Ltd. | ORD SHS | 1,607,982 | $182.8M | 0.3% | −68,377−4.1% | Reduced | History |
| PAGSPagSeguro Digital Ltd. | COM CL A | 6,463,920 | $169.5M | 0.3% | +76,938+1.2% | Added | History |
| IQVIQVIA Holdings Inc. | Stock | 531,232 | $149.9M | 0.3% | −10,588−2.0% | Reduced | History |
| HCMHUTCHMED (China) Ltd | SPONSORED ADS | 4,233,337 | $148.5M | 0.3% | +43,884+1.0% | Added | History |
| TXNTexas Instruments Inc | Stock | 769,186 | $145.0M | 0.3% | +6,425+0.8% | Added | History |
| MSFTMicrosoft Corp | Stock | 430,849 | $144.9M | 0.3% | −46,003−9.6% | Reduced | History |
| NUNu Holdings Ltd. | ORD SHS CL A | 15,057,841 | $141.2M | 0.3% | +15,057,841 | New | History |
| HDBHDFC Bank Ltd | SPONSORED ADS | 2,001,993 | $130.3M | 0.2% | −202,999−9.2% | Reduced | History |
| CHGGChegg, Inc | COM | 4,024,552 | $123.6M | 0.2% | +2,296,081+132.8% | Added | History |
| BZKanzhun Ltd | SPONSORED ADS | 3,257,333 | $113.6M | 0.2% | +36,973+1.1% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 219,502 | $110.2M | 0.2% | −4,362−1.9% | Reduced | History |
| NIONIO Inc. | ADR | 3,403,400 | $107.8M | 0.2% | +39,024+1.2% | Added | History |
| ICEIntercontinental Exchange, Inc. | Stock | 773,217 | $105.8M | 0.2% | −15,435−2.0% | Reduced | History |
| TDGTransDigm Group INC | COM | 147,623 | $93.9M | 0.2% | −2,940−2.0% | Reduced | History |
| STESTERIS plc | SHS USD | 364,205 | $88.7M | 0.2% | +364,205 | New | History |
| TMETencent Music Entertainment Group | SPON ADS | 11,279,499 | $77.3M | 0.1% | +123,355+1.1% | Added | History |
| BFAMBright Horizons Family Solutions Inc. | COM | 464,330 | $58.5M | 0.1% | −9,245−2.0% | Reduced | History |
| TECHBIO-TECHNE Corp | COM | 97,220 | $50.3M | 0.1% | −1,933−1.9% | Reduced | History |
| ADBEAdobe Inc. | Stock | 78,151 | $44.3M | 0.1% | +11,946+18.0% | Added | History |
| IOTSamsara Inc. | Stock | 1,361,225 | $38.3M | 0.1% | +1,361,225 | New | History |
| PATHUiPath, Inc. | Stock | 552,204 | $23.8M | <0.1% | +122,100+28.4% | Added | History |
| WCNWaste Connections, Inc. | COM | 106,559 | $14.5M | <0.1% | −22,583−17.5% | Reduced | History |
| iShares MSCI India ETF46429B598 | ETF | 239,246 | $11.0M | <0.1% | +26,835+12.6% | Added | – |
| ANSSAnsys Inc | COM | 27,317 | $11.0M | <0.1% | −6,319−18.8% | Reduced | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 23,752 | $7.26M | <0.1% | +23,752 | New | – |
| WWayfair Inc. | CL A | 22,109 | $4.20M | <0.1% | 00.0% | Unchanged | History |
| OPENOpendoor Technologies Inc. | COM | 209,341 | $3.06M | <0.1% | +209,341 | New | History |
| BILLBILL Holdings, Inc. | Stock | 1,255 | $313.0K | <0.1% | +1,255 | New | History |
Sold out since Q3 2021 (7)
Positions held at the end of Q3 2021 that are gone from this filing.
| Security | Class | Shares in Q3 2021 | Value in Q3 2021 | % of portfolio in Q3 2021 | History |
|---|---|---|---|---|---|
| ZZillow Group, Inc. | CL C CAP STK | 4,548,965 | $400.9M | 0.7% | History |
| EQIXEquinix Inc | COM | 116,601 | $92.1M | 0.2% | History |
| DGDollar General Corp | COM | 318,475 | $67.6M | 0.1% | History |
| COUPCoupa Software Inc | COM | 230,192 | $50.5M | 0.1% | History |
| WDAYWorkday, Inc. | CL A | 88,039 | $22.0M | <0.1% | History |
| Opendoor Technologies Inc.683712130 | COM | 171,975 | $3.53M | <0.1% | – |
| ILMNIllumina, Inc. | COM | 2,298 | $932.0K | <0.1% | History |