SANDS CAPITAL MANAGEMENT, LLC
Institutional investor · Portfolio as of Q2 2021
Top Holdings77 positions
Sea Ltd | 23.1M | $6.3B | 10.8% | $117.08 | +134.54% | 11 qtrssince 2018-Q4 | Decreased 0 |
Visa Inc | 13.6M | $3.2B | 5.4% | $171.89 | +30.79% | 11 qtrssince 2018-Q4 | Increased 63 |
Netflix Inc | 5.2M | $2.8B | 4.7% | $41.01 | +28.82% | 11 qtrssince 2018-Q4 | Increased 58 |
Amazon.com Inc | 703,233 | $2.4B | 4.1% | $110.30 | +55.95% | 11 qtrssince 2018-Q4 | Increased 60 |
Facebook Inc | 5.6M | $2B | 3.3% | $211.41 | +62.91% | 11 qtrssince 2018-Q4 | Increased 59 |
Shopify Inc | 1.3M | $1.9B | 3.3% | $66.10 | +121.04% | 11 qtrssince 2018-Q4 | Increased 61 |
MercadoLibre Inc | 1.2M | $1.9B | 3.2% | $1,410.04 | +10.48% | 11 qtrssince 2018-Q4 | Increased 61 |
Twilio Inc | 4.5M | $1.8B | 3.0% | $274.70 | +45.68% | 10 qtrssince 2019-Q1 | Increased 58 |
Square Inc | 7.3M | $1.8B | 3.0% | $149.63 | +66.32% | 6 qtrssince 2020-Q1 | Decreased 0 |
Align Technology Inc | 2.9M | $1.8B | 3.0% | $365.61 | +67.61% | 11 qtrssince 2018-Q4 | Increased 55 |
Uber Technologies Inc | 33.4M | $1.7B | 2.8% | $45.84 | +10.73% | 6 qtrssince 2020-Q1 | Decreased 0 |
ASML Holding NV | 2.4M | $1.7B | 2.8% | $295.93 | +122.73% | 11 qtrssince 2018-Q4 | Increased 57 |
ServiceNow Inc | 2.8M | $1.6B | 2.6% | $70.22 | +56.53% | 11 qtrssince 2018-Q4 | Decreased 0 |
| 5.7M | $1.5B | 2.5% | — | — | 11 qtrssince 2018-Q4 | Increased 56 | |
Edwards Lifesciences Corp | 13.4M | $1.4B | 2.4% | $70.30 | +47.36% | 11 qtrssince 2018-Q4 | Increased 57 |
Alibaba Group Holding Ltd | 6.1M | $1.4B | 2.4% | $166.92 | +27.86% | 11 qtrssince 2018-Q4 | Increased 58 |
DexCom Inc | 3M | $1.3B | 2.2% | $92.53 | +15.32% | 6 qtrssince 2020-Q1 | Increased 57 |
Intuit Inc | 2.4M | $1.2B | 2.0% | $302.64 | +57.54% | 11 qtrssince 2018-Q4 | Decreased 0 |
Taiwan Semiconductor Manufactu | 9.9M | $1.2B | 2.0% | $76.14 | +45.09% | 11 qtrssince 2018-Q4 | Increased 58 |
DoorDash Inc | 6.5M | $1.2B | 2.0% | $154.34 | +19.16% | 3 qtrssince 2020-Q4 | Increased 69 |
SANDS CAPITAL MANAGEMENT, LLC manages $59B across 77 positions as of Q2 2021. Top holdings: SE (10.8%), V (5.4%), NFLX (4.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Added 5 new positions, exited 3, increased 51, trimmed 17. Top move: DASH (INCREASED, conviction 69). Portfolio: $59.0B across 77 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR