SANDS CAPITAL MANAGEMENT, LLC
Institutional investor · Portfolio as of Q3 2019
Top Holdings78 positions
Visa Inc | 15.3M | $2.6B | 8.4% | $124.91 | +30.99% | 4 qtrssince 2018-Q4 | Decreased 0 |
Amazon.com, Inc. | 1.2M | $2.2B | 7.0% | $75.10 | +15.58% | 4 qtrssince 2018-Q4 | Decreased 0 |
ALIBABA GROUP HLDG LTD | 11.3M | $1.9B | 6.1% | $128.99 | +22.00% | 4 qtrssince 2018-Q4 | Decreased 0 |
EDWARDS LIFESCIENCES CORP | 7.4M | $1.6B | 5.2% | $50.14 | +44.46% | 4 qtrssince 2018-Q4 | Decreased 0 |
Servicenow Inc | 5.2M | $1.3B | 4.3% | $35.61 | +42.57% | 4 qtrssince 2018-Q4 | Decreased 0 |
Alphabet Inc. | 1.1M | $1.3B | 4.2% | $51.76 | +16.86% | 4 qtrssince 2018-Q4 | Decreased 0 |
Netflix, Inc. | 4.8M | $1.3B | 4.2% | $26.77 | -0.01% | 4 qtrssince 2018-Q4 | Decreased 0 |
ILLUMINA INC | 3.5M | $1.1B | 3.5% | $290.11 | +1.02% | 4 qtrssince 2018-Q4 | Decreased 0 |
Meta Platforms Inc | 5.7M | $1B | 3.3% | $133.15 | +32.48% | 4 qtrssince 2018-Q4 | Decreased 0 |
WORKDAY INC | 5.8M | $978.5M | 3.1% | $159.56 | +5.70% | 4 qtrssince 2018-Q4 | Decreased 0 |
Adobe Inc | 3.4M | $941.3M | 3.0% | $223.28 | +24.30% | 4 qtrssince 2018-Q4 | Decreased 0 |
COSTAR GROUP INC | 1.4M | $838.9M | 2.7% | $33.73 | +75.85% | 4 qtrssince 2018-Q4 | Decreased 0 |
SALESFORCE COM INC | 5.4M | $807.1M | 2.6% | $133.06 | +10.09% | 4 qtrssince 2018-Q4 | Decreased 0 |
ASML Holding N.V. | 3M | $757.2M | 2.4% | $144.41 | +61.50% | 4 qtrssince 2018-Q4 | Decreased 0 |
| 9.5M | $675.5M | 2.2% | $44.13 | +59.38% | 4 qtrssince 2018-Q4 | Decreased 0 | |
NIKE INC | 7.1M | $669.5M | 2.2% | $66.94 | +26.87% | 4 qtrssince 2018-Q4 | Decreased 0 |
| 5.3M | $665M | 2.1% | — | — | 4 qtrssince 2018-Q4 | Decreased 0 | |
INTUIT | 2.2M | $589.9M | 1.9% | $248.09 | +1.64% | 4 qtrssince 2018-Q4 | Decreased 0 |
Monster Beverage Corp | 9.9M | $574.2M | 1.8% | $24.61 | +17.96% | 4 qtrssince 2018-Q4 | Decreased 0 |
ALIGN TECHNOLOGY INC | 2.8M | $513.2M | 1.6% | $208.29 | -15.58% | 4 qtrssince 2018-Q4 | Decreased 0 |
SANDS CAPITAL MANAGEMENT, LLC manages $31.1B across 78 positions as of Q3 2019. Top holdings: V (8.4%), AMZN (7.0%), BABA (6.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Added 3 new positions, exited 4, increased 28, trimmed 46. No standout high-conviction moves this quarter. Portfolio: $31.1B across 78 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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