Sands Capital Management Portfolio holdings
AUM
$36.2B
1-Year Est. Return
50.65%
1 Year Est. Return
+50.65%
AUM
$34.8B
AUM Growth
+$5.44B
(+18%)
Holding
78
Top Buys
| 1 | +$481M | |
| 2 | +$294M | |
| 3 | +$283M | |
| 4 |
NVIDIA
NVDA
|
+$258M |
| 5 |
On Holding
ONON
|
+$240M |
Top Sells
| 1 | +$537M | |
| 2 | +$450M | |
| 3 | +$434M | |
| 4 |
Amazon
AMZN
|
+$409M |
| 5 |
Spotify
SPOT
|
+$333M |
Sector Composition
| 1 | Technology | 41.39% |
| 2 | Consumer Discretionary | 20.34% |
| 3 | Communication Services | 14.73% |
| 4 | Financials | 10.72% |
| 5 | Healthcare | 6.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
UiPath
PATH
$7.48B
| – | – |
-44,642
|
|
||
77
Uber
UBER
$191B
| – | – |
-3,913,222
|
|
||
78
UnitedHealth
UNH
$301B
| – | – |
-174,787
|
|