SANDS CAPITAL MANAGEMENT, LLC
SANDS CAPITAL MANAGEMENT, LLC is based out of ARLINGTON, VA. Their last reported 13F filing for 2020-12-31 included $52,335,171,000 in managed 13F securities and a top 10 holdings concentration of 46.87%. SANDS CAPITAL MANAGEMENT, LLC's largest holding is SEA LTD - ADR with shares held of 24,018,652 with total value $4,780,913,000. SANDS CAPITAL MANAGEMENT, LLC has met the qualifications for inclusion in our system.
| Quarter | # of Investments | Portofolio Value (Million USD) |
|---|
Current Quarter | 2020-12-31 | 70 | 52,335 | Previous Quarter | 2020-12-31 | 78 | 52,685 |
Top Buys
| Ticker | Name | Current Shares | Current Value | Previous Shares | Previous Value | Shares % Change | Value % Change | Portfolio % Change |
|---|
Sold Out
| Ticker | Name | Previous Shares | Previous Value | previous Asset Value % |
|---|
| SNOWFLAKE INC | 407,820 | $114,761,000 | 0.22% |
| KRTX | KARUNA THERAPEUTICS INC | 428,895 | $43,571,000 | 0.08% |
| 908 DEVICES INC | 393,128 | $22,389,000 | 0.04% |
| TAYSHA GENE THERAPIES INC | 820,440 | $21,774,000 | 0.04% |
| SPRUCE BIOSCIENCES INC | 787,007 | $19,132,000 | 0.04% |
| TARSUS PHARMACEUTICALS INC | 260,000 | $10,746,000 | 0.02% |
Top Sells
| Ticker | Name | Current Shares | Current Value | Previous Shares | Previous Value | Shares % Change | Value % Change | Portfolio % Change |
|---|
| DOORDASH INC | 3,722,626 | $531,405,000 | 4,524,565 | $645,882,000 | -17.72% | -17.72% | -0.21% |
| SNOWFLAKE INC | 1,901,877 | $535,188,000 | 1,912,588 | $538,202,000 | -0.56% | -0.56% | 0.00% |
2020-12-31 13F Holdings Details
| Stock |
Sector |
Shares Held |
Market Value |
% of Portfolio |
Previous % of Portfolio |
Rank |
Change in Shares |
% Change in Shares |
| SE | | 24,018,652 | $4,780,913,000 | 9.14% | 9.07% | 1 | 0 | 0.00% |
| V | | 13,763,156 | $3,010,415,000 | 5.75% | 5.71% | 2 | 0 | 0.00% |
| AMZN | | 805,277 | $2,622,731,000 | 5.01% | 4.98% | 3 | 0 | 0.00% |
| NFLX | | 4,824,001 | $2,608,482,000 | 4.98% | 4.95% | 4 | 0 | 0.00% |
| MELI | | 1,081,766 | $1,812,196,000 | 3.46% | 3.44% | 5 | 0 | 0.00% |
| SQ | | 8,280,284 | $1,802,121,000 | 3.44% | 3.42% | 6 | 0 | 0.00% |
| UBER | | 34,833,403 | $1,776,504,000 | 3.39% | 3.37% | 7 | 0 | 0.00% |
| NOW | | 2,988,817 | $1,645,135,000 | 3.14% | 3.12% | 8 | 0 | 0.00% |
| ALGN | | 2,946,343 | $1,574,467,000 | 3.01% | 2.99% | 9 | 0 | 0.00% |
| TWLO | | 4,314,464 | $1,460,446,000 | 2.79% | 2.77% | 10 | 0 | 0.00% |
| FB | | 5,258,970 | $1,436,540,000 | 2.74% | 2.73% | 11 | 0 | 0.00% |
| | 8,652,916 | $1,308,234,000 | 2.50% | 2.48% | 12 | 0 | 0.00% |
| BABA | | 5,356,194 | $1,246,547,000 | 2.38% | 2.37% | 13 | 0 | 0.00% |
| TEAM | | 5,106,509 | $1,194,259,000 | 2.28% | 2.27% | 14 | 0 | 0.00% |
| ASML | | 2,322,445 | $1,132,703,000 | 2.16% | 2.15% | 15 | 0 | 0.00% |
| ILMN | | 2,952,911 | $1,092,577,000 | 2.09% | 2.07% | 16 | 0 | 0.00% |
| ADBE | | 2,157,203 | $1,078,860,000 | 2.06% | 2.05% | 17 | 0 | 0.00% |
| EW | | 11,614,640 | $1,059,604,000 | 2.02% | 2.01% | 18 | 0 | 0.00% |
| SHOP | | 885,874 | $1,002,765,000 | 1.92% | 1.90% | 19 | 0 | 0.00% |
| NKE | | 6,799,949 | $961,989,000 | 1.84% | 1.83% | 20 | 0 | 0.00% |
| INTU | | 2,532,508 | $961,973,000 | 1.84% | 1.83% | 21 | 0 | 0.00% |
| CSGP | | 926,439 | $856,289,000 | 1.64% | 1.63% | 22 | 0 | 0.00% |
| DXCM | | 2,290,934 | $847,004,000 | 1.62% | 1.61% | 23 | 0 | 0.00% |
| ZTS | | 4,893,068 | $809,803,000 | 1.55% | 1.54% | 24 | 0 | 0.00% |
| TSM | | 7,247,501 | $790,268,000 | 1.51% | 1.50% | 25 | 0 | 0.00% |
| CHTR | | 1,190,018 | $787,256,000 | 1.50% | 1.49% | 26 | 0 | 0.00% |
| WDAY | | 3,140,939 | $752,600,000 | 1.44% | 1.43% | 27 | 0 | 0.00% |
| IRTC | | 3,074,149 | $729,219,000 | 1.39% | 1.38% | 28 | 0 | 0.00% |
| LRCX | | 1,395,305 | $658,961,000 | 1.26% | 1.25% | 29 | 0 | 0.00% |
| APTV | | 5,056,504 | $658,812,000 | 1.26% | 1.25% | 30 | 0 | 0.00% |
| Z | | 4,974,279 | $645,661,000 | 1.23% | 1.23% | 31 | 0 | 0.00% |
| | 15,578,215 | $591,816,000 | 1.13% | 1.12% | 32 | 0 | 0.00% |
| FND | | 6,007,120 | $557,761,000 | 1.07% | 1.06% | 33 | 0 | 0.00% |
| | 1,901,877 | $535,188,000 | 1.02% | 1.02% | 34 | -10,711 | -0.56% |
| | 3,722,626 | $531,405,000 | 1.02% | 1.23% | 35 | -801,939 | -17.72% |
| YNDX | | 7,614,388 | $529,809,000 | 1.01% | 1.01% | 36 | 0 | 0.00% |
| ABMD | | 1,479,909 | $479,786,000 | 0.92% | 0.91% | 37 | 0 | 0.00% |
| GOOGL | | 273,403 | $479,177,000 | 0.92% | 0.91% | 38 | 0 | 0.00% |
| OKTA | | 1,853,982 | $471,393,000 | 0.90% | 0.89% | 39 | 0 | 0.00% |
| ZM | | 1,061,185 | $357,959,000 | 0.68% | 0.68% | 40 | 0 | 0.00% |
| FVRR | | 1,830,785 | $357,186,000 | 0.68% | 0.68% | 41 | 0 | 0.00% |
| GO | | 8,875,266 | $348,354,000 | 0.67% | 0.66% | 42 | 0 | 0.00% |
| EDU | | 1,788,317 | $332,287,000 | 0.63% | 0.63% | 43 | 0 | 0.00% |
| COUP | | 957,060 | $324,357,000 | 0.62% | 0.62% | 44 | 0 | 0.00% |
| | 2,154,616 | $316,298,000 | 0.60% | 0.60% | 45 | 0 | 0.00% |
| GOOG | | 176,403 | $309,037,000 | 0.59% | 0.59% | 46 | 0 | 0.00% |
| PAGS | | 5,326,227 | $302,956,000 | 0.58% | 0.58% | 47 | 0 | 0.00% |
| GLOB | | 1,032,771 | $224,741,000 | 0.43% | 0.43% | 48 | 0 | 0.00% |
| TCOM | | 5,945,309 | $200,535,000 | 0.38% | 0.38% | 49 | 0 | 0.00% |
| SRPT | | 977,136 | $166,592,000 | 0.32% | 0.32% | 50 | 0 | 0.00% |
| XP | | 4,111,021 | $163,084,000 | 0.31% | 0.31% | 51 | 0 | 0.00% |
| CHGG | | 1,589,373 | $143,568,000 | 0.27% | 0.27% | 52 | 0 | 0.00% |
| HDB | | 1,936,275 | $139,915,000 | 0.27% | 0.27% | 53 | 0 | 0.00% |
| BLUE | | 3,163,651 | $136,891,000 | 0.26% | 0.26% | 54 | 0 | 0.00% |
| TXN | | 701,674 | $115,166,000 | 0.22% | 0.22% | 55 | 0 | 0.00% |
| INDA | | 2,850,704 | $114,655,000 | 0.22% | 0.22% | 56 | 0 | 0.00% |
| HCM | | 3,525,958 | $112,901,000 | 0.22% | 0.21% | 57 | 0 | 0.00% |
| ROP | | 250,568 | $108,017,000 | 0.21% | 0.21% | 58 | 0 | 0.00% |
| MRTX | | 393,886 | $86,513,000 | 0.17% | 0.16% | 59 | 0 | 0.00% |
| BGNE | | 327,471 | $84,615,000 | 0.16% | 0.16% | 60 | 0 | 0.00% |
| IQV | | 457,158 | $81,909,000 | 0.16% | 0.16% | 61 | 0 | 0.00% |
| MSFT | | 356,719 | $79,341,000 | 0.15% | 0.15% | 62 | 0 | 0.00% |
| TDG | | 112,348 | $69,527,000 | 0.13% | 0.13% | 63 | 0 | 0.00% |
| ICE | | 588,988 | $67,904,000 | 0.13% | 0.13% | 64 | 0 | 0.00% |
| EQIX | | 91,749 | $65,525,000 | 0.13% | 0.12% | 65 | 0 | 0.00% |
| BFAM | | 353,377 | $61,131,000 | 0.12% | 0.12% | 66 | 0 | 0.00% |
| UNH | | 167,319 | $58,675,000 | 0.11% | 0.11% | 67 | 0 | 0.00% |
| BSX | | 1,622,282 | $58,321,000 | 0.11% | 0.11% | 68 | 0 | 0.00% |
| DG | | 237,940 | $50,039,000 | 0.10% | 0.09% | 69 | 0 | 0.00% |
| WORK | | 367,019 | $15,503,000 | 0.03% | 0.03% | 70 | 0 | 0.00% |
| | | | | 0.22% | Sold All | 407,820 | -100% |
| KRTX | | | | | 0.08% | Sold All | 428,895 | -100% |
| | | | | 0.04% | Sold All | 393,128 | -100% |
| | | | | 0.04% | Sold All | 820,440 | -100% |
| | | | | 0.04% | Sold All | 787,007 | -100% |
| | | | | 0.02% | Sold All | 260,000 | -100% |
