Sands Capital Management Portfolio holdings
AUM
$34.8B
This Quarter Return
+4.01%
1 Year Return
+45.9%
3 Year Return
+213.81%
5 Year Return
+192.39%
10 Year Return
+894.26%
AUM
$29.7B
AUM Growth
–
Cap. Flow
+$29.7B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
54.08%
Holding
39
New
39
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Visa
V
|
$2.64B |
| 2 |
Alphabet (Google) Class C
GOOG
|
$2.44B |
| 3 |
Amazon
AMZN
|
$2.32B |
| 4 |
Salesforce
CRM
|
$1.78B |
| 5 |
ASML
ASML
|
$1.32B |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 27.99% |
| 2 | Healthcare | 15.3% |
| 3 | Communication Services | 14.21% |
| 4 | Technology | 13.23% |
| 5 | Energy | 10.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
BioMarin Pharmaceuticals
BMRN
$11.2B
| $632M | 2.13% | +11,345,317 | New | +$632M |
|
|
SPLK
27
DELISTED
Splunk Inc
SPLK
| $398M | 1.34% | +8,575,488 | New | +$398M |
|
28
F5
FFIV
$18B
| $327M | 1.1% | +4,758,008 | New | +$327M |
|
|
ATHN
29
DELISTED
Athenahealth, Inc.
ATHN
| $301M | 1.01% | +3,548,897 | New | +$301M |
|
30
Mercado Libre
MELI
$125B
| $209M | 0.7% | +1,934,855 | New | +$209M |
|
|
N
31
DELISTED
Netsuite Inc
N
| $27.2M | 0.09% | +296,665 | New | +$27.2M |
|
|
CNQR
32
DELISTED
CONCUR TECHNOLOGIES INC
CNQR
| $17.5M | 0.06% | +215,260 | New | +$17.5M |
|
|
ANSS
33
DELISTED
Ansys
ANSS
| $15.6M | 0.05% | +213,935 | New | +$15.6M |
|
34
IPG Photonics
IPGP
$3.45B
| $15.2M | 0.05% | +249,560 | New | +$15.2M |
|
35
SAP
SAP
$317B
| $14.1M | 0.05% | +193,685 | New | +$14.1M |
|
36
Guidewire Software
GWRE
$18.3B
| $12.8M | 0.04% | +303,535 | New | +$12.8M |
|
37
Qualcomm
QCOM
$173B
| $12.7M | 0.04% | +207,135 | New | +$12.7M |
|
|
NBIS
38
Nebius Group N.V. Class A Ordinary Shares
NBIS
$16.3B
| $8.89M | 0.03% | +321,445 | New | +$8.89M |
|
39
Cisco
CSCO
$274B
| $341K | ﹤0.01% | +14,000 | New | +$341K |
|