SANDS CAPITAL MANAGEMENT, LLC
Institutional investor · Portfolio as of Q4 2021
Top Holdings71 positions
Sea Ltd | 18.2M | $4.1B | 7.5% | $117.08 | +91.08% | 13 qtrssince 2018-Q4 | Decreased 0 |
Visa Inc | 13.2M | $2.9B | 5.3% | $172.52 | +21.16% | 13 qtrssince 2018-Q4 | Decreased 0 |
Amazon.com Inc | 843,212 | $2.8B | 5.2% | $119.34 | +39.69% | 13 qtrssince 2018-Q4 | Increased 64 |
Netflix Inc | 4.6M | $2.8B | 5.1% | $41.01 | +46.92% | 13 qtrssince 2018-Q4 | Decreased 0 |
| 5.4M | $2.1B | 3.8% | — | — | 13 qtrssince 2018-Q4 | Decreased 0 | |
Shopify Inc | 1.4M | $1.9B | 3.6% | $69.92 | +96.98% | 13 qtrssince 2018-Q4 | Increased 61 |
Square Inc | 11.3M | $1.8B | 3.4% | $175.94 | -6.03% | 8 qtrssince 2020-Q1 | Increased 62 |
Facebook Inc | 5.4M | $1.8B | 3.4% | $211.63 | +57.43% | 13 qtrssince 2018-Q4 | Decreased 0 |
ServiceNow Inc | 2.6M | $1.7B | 3.2% | $70.22 | +84.88% | 13 qtrssince 2018-Q4 | Decreased 0 |
DexCom Inc | 3.1M | $1.7B | 3.1% | $96.32 | +40.51% | 8 qtrssince 2020-Q1 | Decreased 0 |
Align Technology Inc | 2.5M | $1.7B | 3.1% | $367.53 | +80.18% | 13 qtrssince 2018-Q4 | Decreased 0 |
ASML Holding NV | 2.1M | $1.7B | 3.1% | $295.93 | +157.34% | 13 qtrssince 2018-Q4 | Decreased 0 |
Edwards Lifesciences Corp | 12.7M | $1.6B | 3.1% | $70.66 | +84.94% | 13 qtrssince 2018-Q4 | Decreased 0 |
MercadoLibre Inc | 1.2M | $1.6B | 3.0% | $1,415.77 | -4.76% | 13 qtrssince 2018-Q4 | Decreased 0 |
Twilio Inc | 5.7M | $1.5B | 2.8% | $280.46 | -5.39% | 12 qtrssince 2019-Q1 | Increased 57 |
Snowflake Inc | 4.3M | $1.5B | 2.7% | $274.47 | +24.10% | 6 qtrssince 2020-Q3 | Decreased 0 |
Intuit Inc | 2.1M | $1.3B | 2.5% | $302.64 | +106.77% | 13 qtrssince 2018-Q4 | Decreased 0 |
Taiwan Semiconductor Manufactu | 9.9M | $1.2B | 2.2% | $76.80 | +45.21% | 13 qtrssince 2018-Q4 | Decreased 0 |
DoorDash Inc | 7.8M | $1.2B | 2.2% | $164.60 | -7.42% | 5 qtrssince 2020-Q4 | Decreased 0 |
Cloudflare Inc | 8.8M | $1.2B | 2.2% | $108.61 | +22.64% | 4 qtrssince 2021-Q1 | Increased 58 |
SANDS CAPITAL MANAGEMENT, LLC manages $53.9B across 71 positions as of Q4 2021. Top holdings: SE (7.5%), V (5.3%), AMZN (5.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 7 new positions, 7 exits, 19 increased. Top move: AMZN (INCREASED, conviction 64). Portfolio: $53.9B across 71 positions.
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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
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