Generalist · Public · Arlington, VA
Sands Capital Management
Q2 2019 · compared with Q1 2019
Filed as Sands Capital Management, LLC
Growth public investor.
- Software
- $8.0B
- Weight of 13F
- 23.9%
- Names
- 16
- Net bought
- +$80.2M
Filed 14 August 2019 · SEC filing.
This is the Sands Capital filing counted in each stock’s total.
79 positions in the whole 13F.
Quarters on file
Each quarter on file, back to June 2016 when the filing exists. Net bought is the share change from the previous quarter at that quarter’s close. A split that leaves the dollar value in place counts as flat.
- Q2 202615 names$3.9B−$620M
- Q1 202618 names$4.0B−$2.0B
- Q4 202522 names$7.0B+$1.6B
- Q3 202523 names$8.6B−$175M
- Q2 202522 names$8.3B−$1.3B
- Q1 202524 names$8.0B−$385M
- Q4 202423 names$9.6B−$234M
- Q3 202419 names$8.2B−$175M
- Q2 202419 names$8.3B−$736M
- Q1 202423 names$9.7B−$779M
- Q4 202321 names$10.2B−$634M
- Q3 202321 names$8.6B−$167M
- Q2 202317 names$9.3B−$640M
- Q1 202317 names$8.8B−$258M
- Q4 202218 names$7.7B+$1.3B
- Q3 202218 names$6.8B−$517M
- Q2 202219 names$7.3B+$14.9B
- Q1 202217 names$12.1B+$2.6B
- Q4 202117 names$13.8B+$13.2M
- Q3 202116 names$14.7B+$433M
- Q2 202117 names$14.3B+$7.1B
- Q1 202116 names$12.5B−$297M
- Q4 202015 names$13.2B−$495M
- Q3 202016 names$11.6B+$60.1M
- Q2 202016 names$9.8B−$724M
- Q1 202017 names$7.3B−$435M
- Q4 201916 names$8.1B+$97.4M
- Q3 201917 names$7.5B−$173M
- Q2 201916 names$8.0B+$80.2M
- Q1 201912 names$7.3B+$33.9M
- Q4 201810 names$5.7B−$268M
- Q3 201811 names$6.6B−$441M
- Q2 201812 names$6.3B−$181M
- Q1 201811 names$5.9B−$362M
- Q4 201711 names$5.2B+$48.2M
- Q3 201711 names$4.9B+$39.6M
- Q2 201711 names$4.4B−$64.0M
- Q1 201711 names$3.9B+$100M
- Q4 20168 names$3.2B−$227M
- Q3 20168 names$3.8B−$270M
- Q2 20168 names$3.9B—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- ServiceNowNOW6,099,601 shares · 20.9% of their software · price +$171M$1.7B−$42.3M
- WorkdayWDAY5,905,561 shares · 15.1% of their software · price +$75.2M$1.2B−$30.6M
- SalesforceCRM7,373,836 shares · 13.9% of their software · price −$49.0M$1.1B−$25.3M
- AdobeADBE3,520,239 shares · 12.9% of their software · price +$99.1M$1.0BFlat
- CoStarCSGP1,462,824 shares · 10.1% of their software · price +$128M$810M−$18.7M
- IntuitINTU2,247,633 shares · 7.3% of their software$587M+$9.3M
- ShopifySHOP1,654,775 shares · 6.2% of their software · price +$155M$497M−$213M
- Palo Alto NetworksPANW1,359,732 shares · 3.5% of their software · price −$53.2M$277M−$7.5M
- TwilioTWLO2,026,404 shares · 3.4% of their software · price +$14.5M$276M−$4.9M
- OktaOKTA1,938,689 shares · 3.0% of their software · price +$79.1M$239MNew · +$160M
- ZoomZM1,518,198 shares · 1.7% of their software$135MNew · +$135M
- PagSeguro Digital Ltd.PAGS1,152,182 shares · 0.6% of their software · price +$10.5M$44.9MNew · +$34.4M
- Roper Technologies, Inc.ROP116,785 shares · 0.5% of their software · price +$2.8M$42.8MNew · +$39.9M
- VeriskVRSK219,144 shares · 0.4% of their software · price +$2.9M$32.1M+$17.8M
- MicrosoftMSFT225,274 shares · 0.4% of their software · price +$3.6M$30.2M+$26.4M
- GuidewireGWRE122,085 shares · 0.2% of their software · price +$515K$12.4M−$2.4M