Sands Capital Management, LLC
- SEC CIK
- 0001020066
- Latest filing
- Aug 13, 2026
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Aug 12, 2022. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 69
- +1 vs. Q1 2022
- Portfolio value
- $28.9B
- −$14.6B (−33.6%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| VVisa Inc. | Stock | 12,097,484 | $2.38B | 8.2% | −326,257−2.6% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 17,336,780 | $1.84B | 6.4% | 00.0% | UnchangedConverted for a 20-for-1 split | History |
| SESea Ltd | SPONSORD ADS | 20,470,449 | $1.37B | 4.7% | +370,032+1.8% | Added | History |
| DXCMDexcom Inc | COM | 17,902,213 | $1.33B | 4.6% | +1,145,233+6.8% | AddedConverted for a 4-for-1 split | History |
| NOWServiceNow, Inc. | Stock | 2,710,191 | $1.29B | 4.5% | −24,879−0.9% | Reduced | History |
| TEAMAtlassian Corp | CL A | 6,504,421 | $1.22B | 4.2% | +397,595+6.5% | Added | History |
| EWEdwards Lifesciences Corp | Stock | 11,711,787 | $1.11B | 3.9% | +9,502+0.1% | Added | History |
| XYZBlock, Inc. | CL A | 16,450,950 | $1.01B | 3.5% | +1,179,222+7.7% | Added | History |
| ASMLASML Holding NV | ADR | 1,942,740 | $924.5M | 3.2% | +25,874+1.3% | Added | History |
| MELIMercadolibre Inc | COM | 1,298,775 | $827.2M | 2.9% | −9,116−0.7% | Reduced | History |
| LRCXLam Research Corp | COM | 1,877,199 | $800.0M | 2.8% | +564,607+43.0% | Added | History |
| SNOWSnowflake Inc. | Stock | 5,721,972 | $795.7M | 2.8% | +354,757+6.6% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 9,028,657 | $738.1M | 2.6% | −182,252−2.0% | Reduced | History |
| SHOPShopify Inc. | Stock | 23,560,742 | $736.0M | 2.5% | +2,284,932+10.7% | AddedConverted for a 10-for-1 split | History |
| NETCloudflare, Inc. | CL A COM | 15,643,953 | $684.4M | 2.4% | +2,093,425+15.4% | Added | History |
| NKENIKE, Inc. | Stock | 6,306,606 | $644.5M | 2.2% | −356,280−5.3% | Reduced | History |
| CSGPCostar Group, Inc. | COM | 10,486,090 | $633.5M | 2.2% | −197,506−1.8% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 280,694 | $611.7M | 2.1% | +2,190+0.8% | Added | History |
| ALGNAlign Technology Inc | COM | 2,500,535 | $591.8M | 2.0% | +137,872+5.8% | Added | History |
| NFLXNetflix Inc | Stock | 3,346,494 | $585.2M | 2.0% | −47,472−1.4% | Reduced | History |
| DASHDoorDash, Inc. | Stock | 9,116,759 | $585.0M | 2.0% | +15,006+0.2% | Added | History |
| INTUIntuit Inc. | Stock | 1,481,296 | $571.0M | 2.0% | −670,328−31.2% | Reduced | History |
| MTCHMatch Group, Inc. | COM | 7,294,223 | $508.3M | 1.8% | −110,083−1.5% | Reduced | History |
| APTVAptiv PLC | SHS | 5,209,526 | $464.0M | 1.6% | +25,111+0.5% | Added | History |
| ENTGEntegris Inc | COM | 4,754,208 | $438.0M | 1.5% | +306,062+6.9% | Added | History |
| CHTRCharter Communications, Inc. | CL A | 864,990 | $405.3M | 1.4% | −126,432−12.8% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 18,566,568 | $379.9M | 1.3% | −529,841−2.8% | Reduced | History |
| TWLOTwilio Inc | CL A | 4,477,343 | $375.2M | 1.3% | −710,880−13.7% | Reduced | History |
| ABNBAirbnb, Inc. | Stock | 4,092,548 | $364.6M | 1.3% | +1,457,105+55.3% | Added | History |
| IRTCiRhythm Holdings, Inc. | COM | 3,051,447 | $329.6M | 1.1% | +26,689+0.9% | Added | History |
| WMGWarner Music Group Corp. | COM CL A | 11,639,240 | $283.5M | 1.0% | −183,679−1.6% | Reduced | History |
| SRPTSarepta Therapeutics, Inc. | COM | 3,711,101 | $278.2M | 1.0% | −1,071,850−22.4% | Reduced | History |
| FNDFloor & Decor Holdings, Inc. | CL A | 4,150,357 | $261.3M | 0.9% | −71,524−1.7% | Reduced | History |
| GLOBGlobant S.A. | COM | 1,497,727 | $260.6M | 0.9% | +156,312+11.7% | Added | History |
| METAMeta Platforms, Inc. | Stock | 1,571,241 | $253.4M | 0.9% | −417,387−21.0% | Reduced | History |
| OKTAOkta, Inc. | CL A | 2,657,882 | $240.3M | 0.8% | +24,150+0.9% | Added | History |
| NVDANVIDIA Corp | Stock | 1,463,586 | $221.9M | 0.8% | +1,463,586 | New | History |
| DDOGDatadog, Inc. | CL A COM | 2,141,968 | $204.0M | 0.7% | +2,141,968 | New | History |
| GOOGAlphabet Inc. | Stock | 89,870 | $196.6M | 0.7% | −36,357−28.8% | Reduced | History |
| TXG10x Genomics, Inc. | CL A COM | 3,526,878 | $159.6M | 0.6% | +325,484+10.2% | Added | History |
| XPXP Inc. | CL A | 8,481,346 | $152.3M | 0.5% | −212,560−2.4% | Reduced | History |
| ROPRoper Technologies Inc | Stock | 310,459 | $122.5M | 0.4% | −47,453−13.3% | Reduced | History |
| NIONIO Inc. | ADR | 5,471,630 | $118.8M | 0.4% | −132,838−2.4% | Reduced | History |
| IQVIQVIA Holdings Inc. | Stock | 543,083 | $117.8M | 0.4% | −22,738−4.0% | Reduced | History |
| HDBHDFC Bank Ltd | SPONSORED ADS | 2,127,668 | $116.9M | 0.4% | −49,712−2.3% | Reduced | History |
| BZKanzhun Ltd | SPONSORED ADS | 4,370,685 | $114.9M | 0.4% | −108,605−2.4% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 442,327 | $113.6M | 0.4% | −18,203−4.0% | Reduced | History |
| FWONKLiberty Media Corp | COM SER C FRMLA | 1,744,884 | $110.7M | 0.4% | +446,247+34.4% | Added | History |
| ZTSZoetis Inc. | Stock | 611,489 | $105.1M | 0.4% | −2,340,279−79.3% | Reduced | History |
| TXNTexas Instruments Inc | Stock | 641,257 | $98.5M | 0.3% | −18,251−2.8% | Reduced | History |
| CHGGChegg, Inc | COM | 4,762,248 | $89.4M | 0.3% | +460,363+10.7% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 173,627 | $89.2M | 0.3% | −6,490−3.6% | Reduced | History |
| NUNu Holdings Ltd. | ORD SHS CL A | 21,012,739 | $78.6M | 0.3% | +5,838,805+38.5% | Added | History |
| STESTERIS plc | SHS USD | 372,662 | $76.8M | 0.3% | −14,968−3.9% | Reduced | History |
| DLOdLocal Ltd | CLASS A COM | 2,819,185 | $74.0M | 0.3% | +2,819,185 | New | History |
| TDGTransDigm Group INC | COM | 134,131 | $72.0M | 0.2% | −5,460−3.9% | Reduced | History |
| PAGSPagSeguro Digital Ltd. | COM CL A | 6,237,990 | $63.9M | 0.2% | −159,437−2.5% | Reduced | History |
| FVRRFiverr International Ltd. | ORD SHS | 1,631,558 | $56.1M | 0.2% | −25,531−1.5% | Reduced | History |
| TECHBIO-TECHNE Corp | COM | 159,247 | $55.2M | 0.2% | −6,661−4.0% | Reduced | History |
| ICEIntercontinental Exchange, Inc. | Stock | 538,143 | $50.6M | 0.2% | −20,829−3.7% | Reduced | History |
| SITESiteOne Landscape Supply, Inc. | COM | 288,977 | $34.4M | 0.1% | +288,977 | New | History |
| IOTSamsara Inc. | Stock | 1,741,088 | $19.4M | 0.1% | +1,999+0.1% | Added | History |
| PATHUiPath, Inc. | Stock | 872,600 | $15.9M | 0.1% | +938+0.1% | Added | History |
| WCNWaste Connections, Inc. | COM | 87,599 | $10.9M | <0.1% | −30,571−25.9% | Reduced | History |
| iShares MSCI India ETF46429B598 | ETF | 241,335 | $9.50M | <0.1% | −985−0.4% | Reduced | – |
| CDNSCadence Design Systems Inc | Stock | 46,361 | $6.96M | <0.1% | +46,361 | New | History |
| OPENOpendoor Technologies Inc. | COM | 209,341 | $986.0K | <0.1% | 00.0% | Unchanged | History |
| GTLBGitlab Inc. | CLASS A COM | 16,827 | $894.0K | <0.1% | +16,827 | New | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,375 | $301.0K | <0.1% | −18,025−92.9% | Reduced | – |
Sold out since Q1 2022 (5)
Positions held at the end of Q1 2022 that are gone from this filing.
| Security | Class | Shares in Q1 2022 | Value in Q1 2022 | % of portfolio in Q1 2022 | History |
|---|---|---|---|---|---|
| HCMHUTCHMED (China) Ltd | SPONSORED ADS | 4,189,421 | $79.3M | 0.2% | History |
| BFAMBright Horizons Family Solutions Inc. | COM | 493,804 | $65.5M | 0.2% | History |
| ADBEAdobe Inc. | Stock | 72,496 | $33.0M | 0.1% | History |
| ANSSAnsys Inc | COM | 30,345 | $9.64M | <0.1% | History |
| BILLBILL Holdings, Inc. | Stock | 1,255 | $285.0K | <0.1% | History |