Portfolio (Quarterly)
Guide ↗
SANDS CAPITAL MANAGEMENT, LLC
· CIK 0001020066| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | TEAM | ATLASSIAN CORPORATION | Technology | 14,281.0 | $975K | 0.00% | -122K | -89.5% | $68.25 | +43.4% |
| 62 | AAPL | APPLE INC | Technology | 3,219.0 | $817K | 0.00% | NEW | — | $253.79 | +18.8% |
| 63 | SNOW | SNOWFLAKE INC | Technology | 4,178.0 | $630K | 0.00% | -8K | -65.1% | $150.82 | +59.4% |
| 64 | ANET | ARISTA NETWORKS INC | Technology | 2,698.0 | $331K | 0.00% | NEW | — | $122.78 | +27.4% |
| 65 | HOOD | ROBINHOOD MKTS INC | Financial Services | 3,746.0 | $260K | 0.00% | NEW | — | $69.30 | +22.7% |
| 66 | AVAV | AEROVIRONMENT INC | Industrials | 1,342.0 | $246K | 0.00% | NEW | — | $183.05 | +0.9% |
| 67 | LITE | LUMENTUM HLDGS INC | Technology | 312.0 | $219K | 0.00% | NEW | — | $702.76 | +27.4% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
42.9%
Communication Services
18.5%
Consumer Cyclical
15.2%
Industrials
10.2%
Financial Services
8.3%
Healthcare
4.8%
Basic Materials
0.1%