SANDS CAPITAL MANAGEMENT, LLC

Q2 2022 13F-HR Holdings

Location
Arlington, VA
Holdings as of
6/30/2022
Date filed
8/12/2022
Form type
13F-HR
Num holdings
69
Total value ($000)
$28,887,670
Net value change ($000)
+28,844,178 (66320.7%)
New positions
6
Sold out positions
5
Turnover %
1.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/13/2022 Next filing: 11/9/2022 SEC filing

Snapshot: Change Analysis

Compared to Q1 2022
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
V 2,379,119 86356.4%
AMZN 1,838,517 65149.4%
SE 1,366,246 56737.8%
DXCM 1,332,109 62160.9%
NOW 1,287,227 84519.2%
TEAM 1,217,134 67844.7%
EW 1,112,296 80718.1%
XYZ 1,009,004 48720.6%
ASML 923,231 72127.4%
MELI 825,595 53058.8%
Top Reduces (Value $000, Stocks/ETFs)
HCM -79 -100.0%
BFAM -66 -100.0%
ADBE -33 -100.0%
AKX -10 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type