SANDS CAPITAL MANAGEMENT, LLC
Institutional investor · Portfolio as of Q3 2022
Top Holdings67 positions
Visa Inc | 10.7M | $1.9B | 7.2% | $172.52 | -0.15% | 16 qtrssince 2018-Q4 | Decreased 0 |
Amazon.com, Inc. | 16.4M | $1.9B | 7.0% | $120.46 | -6.19% | 16 qtrssince 2018-Q4 | Decreased 0 |
DEXCOM INC | 16.7M | $1.3B | 5.0% | $102.91 | -20.22% | 11 qtrssince 2020-Q1 | Decreased 0 |
| 5.8M | $1.2B | 4.6% | — | — | 16 qtrssince 2018-Q4 | Decreased 0 | |
SEA LTD SPONSORD ADS | 19.6M | $1.1B | 4.1% | $116.43 | -51.86% | 16 qtrssince 2018-Q4 | Decreased 0 |
Mercadolibre Inc | 1.3M | $1B | 3.9% | $1,397.62 | -40.77% | 16 qtrssince 2018-Q4 | Decreased 0 |
Servicenow Inc | 2.6M | $985.3M | 3.7% | $71.54 | +5.57% | 16 qtrssince 2018-Q4 | Decreased 0 |
Snowflake Inc | 5.4M | $911.7M | 3.4% | $258.48 | -34.10% | 9 qtrssince 2020-Q3 | Decreased 0 |
Cloudflare Inc | 16M | $882.5M | 3.3% | $104.01 | -47.26% | 7 qtrssince 2021-Q1 | Increased 59 |
LAM RESEARCH CORP | 2.4M | $877.3M | 3.3% | $42.28 | -16.66% | 8 qtrssince 2020-Q4 | Increased 73 |
SQUARE INC | 15.9M | $873.1M | 3.3% | $159.19 | -64.88% | 11 qtrssince 2020-Q1 | Decreased 0 |
Netflix, Inc. | 3.7M | $866.6M | 3.3% | $39.42 | -40.27% | 16 qtrssince 2018-Q4 | Increased 64 |
EDWARDS LIFESCIENCES CORP | 10.4M | $859.8M | 3.2% | $70.68 | +18.60% | 16 qtrssince 2018-Q4 | Decreased 0 |
ASML Holding N.V. | 1.8M | $736.4M | 2.8% | $298.09 | +34.52% | 16 qtrssince 2018-Q4 | Decreased 0 |
COSTAR GROUP INC | 10.3M | $720M | 2.7% | $65.66 | +6.08% | 16 qtrssince 2018-Q4 | Decreased 0 |
Shopify Inc | 22.6M | $608.3M | 2.3% | $65.46 | -58.84% | 16 qtrssince 2018-Q4 | Decreased 0 |
INTUIT | 1.3M | $518.8M | 1.9% | $308.23 | +25.75% | 16 qtrssince 2018-Q4 | Decreased 0 |
Alphabet Inc. | 5.1M | $489.3M | 1.8% | $58.37 | +62.32% | 16 qtrssince 2018-Q4 | Increased 80 |
ALIGN TECHNOLOGY INC | 2.3M | $479.5M | 1.8% | $360.62 | -41.49% | 16 qtrssince 2018-Q4 | Decreased 0 |
NIKE INC | 5.3M | $443.9M | 1.7% | $102.78 | -12.30% | 16 qtrssince 2018-Q4 | Decreased 0 |
SANDS CAPITAL MANAGEMENT, LLC manages $26.6B across 67 positions as of Q3 2022. Top holdings: V (7.2%), AMZN (7.0%), DXCM (5.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Added 1 new position, exited 3, increased 24, trimmed 41. Top move: GOOGL (INCREASED, conviction 80). Portfolio: $26.6B across 67 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