Sands Capital Management, Llc (Frank Sands)
Basic Stats
Market Value
32.90B
Top 10 (%)
44.81%
Portfolio Size
74 (-1)
Avg. Holding Period
15 years
Turnover
0.04%
Industry Breakdown
Services-prepackaged Software
24.33%
Services-business Services, Nec
14.39%
Special Industry Machinery, Nec
7.72%
Retail-catalog & Mail-order Houses
6.82%
Semiconductors & Related Devices
6.70%
Surgical & Medical Instruments & Apparatus
6.41%
Services-computer Programming, Data Processing, Etc.
5.02%
3.77%
Plastics Products, Nec
3.08%
Orthopedic, Prosthetic & Surgical Appliances & Supplies
2.87%
Company | Ticker | Market Value | % Portfolio | Shares | Change | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 Amazon Com Inc | AMZN | 2.01B | 6.11% | 13.23M | -6.49% | -918.32K | $151.94 | 0.13% |
 Dexcom Inc | DXCM | 1.87B | 5.68% | 15.06M | 10.23% | 1.40M | $124.09 | 3.54% |
 Visa Inc | V | 1.69B | 5.12% | 6.47M | -16.86% | -1.31M | $260.35 | 0.41% |
 Nvidia Corporation | NVDA | 1.53B | 4.66% | 3.10M | -15.27% | -558.27K | $495.22 | 0.12% |
 Mercadolibre Inc | MELI | 1.45B | 4.40% | 920.70K | -10.06% | -102.95K | $1,571.54 | 1.84% |
 Lam Research Corp | LRCX | 1.32B | 4.00% | 1.68M | -13.12% | -253.81K | $783.26 | 1.28% |
 Microsoft Corp | MSFT | 1.31B | 3.97% | 3.47M | -16.02% | -662.68K | $376.04 | 0.05% |
 Asml Holding N V | ASML | 1.22B | 3.72% | 1.62M | 8.15% | 121.85K | $756.92 | 0.41% |
 Servicenow Inc | NOW | 1.20B | 3.64% | 1.70M | -18.90% | -395.40K | $706.49 | 0.83% |
 Shopify Inc | SHOP | 1.15B | 3.51% | 14.81M | -6.03% | -950.76K | $77.90 | 1.15% |
 Snowflake Inc | SNOW | 1.08B | 3.29% | 5.44M | 12.64% | 610.97K | $199.00 | 1.65% |
 Block Inc | SQ | 1.06B | 3.23% | 13.75M | -2.09% | -293.65K | $77.35 | 2.25% |
 Atlassian Corporation | 1.06B | 3.21% | 4.44M | -10.88% | -542.70K | $237.86 | — | |
 Entegris Inc | ENTG | 1.01B | 3.08% | 8.46M | -5.58% | -500.31K | $119.82 | 5.65% |
 Netflix Inc | NFLX | 942.64M | 2.87% | 1.94M | -22.88% | -574.43K | $486.88 | 0.44% |
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