SANDS CAPITAL MANAGEMENT, LLC
Institutional investor · Portfolio as of Q1 2022
Top Holdings68 positions
AMAZON.COM INC | 865,637 | $2.8B | 6.5% | $120.48 | +35.30% | 14 qtrssince 2018-Q4 | Increased 64 |
VISA INC-CLASS A SHARES | 12.4M | $2.8B | 6.3% | $172.52 | +24.19% | 14 qtrssince 2018-Q4 | Decreased 0 |
SEA LTD-ADR | 20.1M | $2.4B | 5.5% | $117.34 | +2.09% | 14 qtrssince 2018-Q4 | Increased 69 |
DEXCOM INC | 4.2M | $2.1B | 4.9% | $104.78 | +23.84% | 9 qtrssince 2020-Q1 | Increased 75 |
SQUARE INC - A | 15.3M | $2.1B | 4.8% | $166.55 | -15.88% | 9 qtrssince 2020-Q1 | Increased 76 |
| 6.1M | $1.8B | 4.1% | — | — | 14 qtrssince 2018-Q4 | Increased 66 | |
CLOUDFLARE INC - CLASS A | 13.6M | $1.6B | 3.7% | $114.12 | +9.01% | 5 qtrssince 2021-Q1 | Increased 82 |
MERCADOLIBRE INC | 1.3M | $1.6B | 3.6% | $1,397.62 | -14.89% | 14 qtrssince 2018-Q4 | Increased 64 |
SERVICENOW INC | 2.7M | $1.5B | 3.5% | $71.54 | +55.69% | 14 qtrssince 2018-Q4 | Increased 61 |
SHOPIFY INC - CLASS A | 2.1M | $1.4B | 3.3% | $69.13 | -2.22% | 14 qtrssince 2018-Q4 | Increased 82 |
EDWARDS LIFESCIENCES CORP | 11.7M | $1.4B | 3.2% | $70.66 | +65.71% | 14 qtrssince 2018-Q4 | Decreased 0 |
ASML HOLDING NV | 1.9M | $1.3B | 2.9% | $295.93 | +115.90% | 14 qtrssince 2018-Q4 | Decreased 0 |
NETFLIX INC | 3.4M | $1.3B | 2.9% | $41.01 | -8.65% | 14 qtrssince 2018-Q4 | Decreased 0 |
SNOWFLAKE INC | 5.4M | $1.2B | 2.8% | $266.11 | -12.96% | 7 qtrssince 2020-Q3 | Increased 67 |
DOORDASH INC | 9.1M | $1.1B | 2.5% | $157.99 | -25.17% | 6 qtrssince 2020-Q4 | Increased 63 |
INTUIT INC | 2.2M | $1B | 2.4% | $308.23 | +49.10% | 14 qtrssince 2018-Q4 | Increased 57 |
ALIGN TECHNOLOGY INC | 2.4M | $1B | 2.4% | $367.53 | +20.31% | 14 qtrssince 2018-Q4 | Decreased 0 |
TAIWAN SEMICONDUCTOR MANUFAC | 9.2M | $960.3M | 2.2% | $76.80 | +26.44% | 14 qtrssince 2018-Q4 | Decreased 0 |
NIKE INC -CL B | 6.7M | $896.6M | 2.1% | $102.78 | +26.76% | 14 qtrssince 2018-Q4 | Decreased 0 |
TWILIO INC - A | 5.2M | $855.1M | 2.0% | $280.46 | -39.87% | 13 qtrssince 2019-Q1 | Decreased 0 |
SANDS CAPITAL MANAGEMENT, LLC manages $43.5B across 68 positions as of Q1 2022. Top holdings: AMZN (6.5%), V (6.3%), SE (5.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Added 2 new positions, exited 5, increased 38, trimmed 26. Top move: NET (INCREASED, conviction 82). Portfolio: $43.5B across 68 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR