SANDS CAPITAL MANAGEMENT, LLC
Institutional investor · Portfolio as of Q3 2021
Top Holdings71 positions
Sea Ltd | 20.5M | $6.5B | 10.9% | $117.08 | +172.23% | 12 qtrssince 2018-Q4 | Decreased 0 |
Netflix Inc | 5.2M | $3.2B | 5.3% | $41.01 | +48.84% | 12 qtrssince 2018-Q4 | Decreased 0 |
Visa Inc | 13.8M | $3.1B | 5.1% | $172.52 | +24.32% | 12 qtrssince 2018-Q4 | Increased 63 |
Amazon.com Inc | 812,276 | $2.7B | 4.4% | $117.54 | +39.74% | 12 qtrssince 2018-Q4 | Increased 67 |
Square Inc | 10.6M | $2.5B | 4.2% | $176.63 | +33.64% | 7 qtrssince 2020-Q1 | Increased 80 |
| 5.7M | $2.2B | 3.7% | — | — | 12 qtrssince 2018-Q4 | Increased 59 | |
MercadoLibre Inc | 1.2M | $2.1B | 3.4% | $1,415.77 | +18.62% | 12 qtrssince 2018-Q4 | Increased 60 |
Align Technology Inc | 2.9M | $1.9B | 3.2% | $367.53 | +83.13% | 12 qtrssince 2018-Q4 | Increased 59 |
Facebook Inc | 5.7M | $1.9B | 3.2% | $211.63 | +58.85% | 12 qtrssince 2018-Q4 | Increased 58 |
Shopify Inc | 1.3M | $1.8B | 3.0% | $67.13 | +101.96% | 12 qtrssince 2018-Q4 | Increased 59 |
DexCom Inc | 3.3M | $1.8B | 3.0% | $96.32 | +41.62% | 7 qtrssince 2020-Q1 | Increased 64 |
Twilio Inc | 5.5M | $1.7B | 2.9% | $281.13 | +11.26% | 11 qtrssince 2019-Q1 | Increased 65 |
ServiceNow Inc | 2.7M | $1.7B | 2.8% | $70.22 | +77.24% | 12 qtrssince 2018-Q4 | Decreased 0 |
ASML Holding NV | 2.3M | $1.7B | 2.8% | $295.93 | +140.22% | 12 qtrssince 2018-Q4 | Decreased 0 |
DoorDash Inc | 8.2M | $1.7B | 2.8% | $164.60 | +25.05% | 4 qtrssince 2020-Q4 | Increased 67 |
Edwards Lifesciences Corp | 13.6M | $1.5B | 2.6% | $70.66 | +60.66% | 12 qtrssince 2018-Q4 | Increased 55 |
Snowflake Inc | 4.6M | $1.4B | 2.3% | $274.47 | +7.04% | 5 qtrssince 2020-Q3 | Increased 66 |
Intuit Inc | 2.4M | $1.3B | 2.2% | $302.64 | +75.55% | 12 qtrssince 2018-Q4 | Decreased 0 |
Taiwan Semiconductor Manufactu | 10.1M | $1.1B | 1.9% | $76.80 | +34.20% | 12 qtrssince 2018-Q4 | Increased 52 |
NIKE Inc | 7.3M | $1.1B | 1.8% | $102.78 | +33.06% | 12 qtrssince 2018-Q4 | Increased 51 |
SANDS CAPITAL MANAGEMENT, LLC manages $60B across 71 positions as of Q3 2021. Top holdings: SE (10.9%), NFLX (5.3%), V (5.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 3 new positions, 9 exits, 46 increased. Top move: XYZ (INCREASED, conviction 80). Portfolio: $60.0B across 71 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