Generalist · Public · Arlington, VA
Sands Capital Management
Q1 2020 · compared with Q4 2019
Filed as Sands Capital Management, LLC
Growth public investor.
- Software
- $7.3B
- Weight of 13F
- 24.4%
- Names
- 17
- Net bought
- −$435M
Filed 14 May 2020 · SEC filing.
This is the Sands Capital filing counted in each stock’s total.
76 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
- ServiceNowNOW3,889,467 shares · 15.2% of their software · price +$16.6M$1.1B−$313M
- AdobeADBE2,910,774 shares · 12.6% of their software · price −$33.7M$926M−$165M
- IntuitINTU3,318,844 shares · 10.4% of their software · price −$106M$763M−$21.3M
- MicrosoftMSFT4,635,325 shares · 10.0% of their software$731M−$36.6M
- CoStarCSGP1,135,201 shares · 9.1% of their software · price −$12.6M$667M−$145M
- Uber Technologies, Inc.UBER20,936,633 shares · 8.0% of their software · price −$38.1M$585MNew · +$623M
- ShopifySHOP1,257,255 shares · 7.2% of their software · price +$24.3M$524M−$123M
- WorkdayWDAY3,720,584 shares · 6.6% of their software · price −$127M$484M−$301M
- SalesforceCRM2,552,249 shares · 5.0% of their software · price −$47.6M$367M−$414M
- Block, Inc.XYZ5,696,030 shares · 4.1% of their software · price −$58.0M$298MNew · +$356M
- TwilioTWLO3,136,863 shares · 3.8% of their software · price −$27.6M$281M+$117M
- OktaOKTA1,833,182 shares · 3.1% of their software · price +$12.6M$224MFlat
- ZoomZM1,404,495 shares · 2.8% of their software · price +$110M$205M−$1.8M
- PagSeguro Digital Ltd.PAGS3,248,942 shares · 0.9% of their software · price −$48.2M$62.8M+$29.4M
- Roper Technologies, Inc.ROP177,344 shares · 0.8% of their software · price −$7.5M$55.3MFlat
- VeriskVRSK273,923 shares · 0.5% of their software · price −$2.7M$38.2MFlat
- Health CatalystHCAT110,955 shares · 0.0% of their software · price −$949K$3.0M−$27.0M