Generalist · Public · Arlington, VA
Sands Capital Management
Q1 2021 · compared with Q4 2020
Filed as Sands Capital Management, LLC
Growth public investor.
- Software
- $12.5B
- Weight of 13F
- 24.8%
- Names
- 16
- Net bought
- −$297M
Filed 12 May 2021 · SEC filing.
This is the Sands Capital filing counted in each stock’s total.
74 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
- Uber Technologies, Inc.UBER33,563,475 shares · 14.6% of their software · price +$118M$1.8B−$64.8M
- Block, Inc.XYZ7,928,201 shares · 14.3% of their software · price +$74.6M$1.8B−$76.6M
- TwilioTWLO4,519,892 shares · 12.3% of their software · price +$10.2M$1.5B+$69.5M
- ServiceNowNOW2,871,218 shares · 11.4% of their software · price −$144M$1.4B−$64.7M
- ShopifySHOP1,278,320 shares · 11.3% of their software · price −$32.5M$1.4B+$444M
- IntuitINTU2,440,686 shares · 7.5% of their software · price +$7.8M$935M−$34.9M
- WorkdayWDAY3,117,929 shares · 6.2% of their software · price +$27.5M$775MFlat
- CoStarCSGP910,335 shares · 6.0% of their software · price −$93.2M$748M−$14.9M
- SnowflakeSNOW3,113,583 shares · 5.7% of their software · price −$162M$714M+$341M
- OktaOKTA1,836,713 shares · 3.2% of their software · price −$62.1M$405MFlat
- ZoomZM1,053,357 shares · 2.7% of their software · price −$16.9M$338MFlat
- PagSeguro Digital Ltd.PAGS6,046,469 shares · 2.2% of their software · price −$64.0M$280M+$41.0M
- Roper Technologies, Inc.ROP334,401 shares · 1.1% of their software · price −$9.3M$135M+$36.1M
- MicrosoftMSFT419,850 shares · 0.8% of their software · price +$5.6M$99.0M+$14.0M
- CloudflareNET917,747 shares · 0.5% of their software · price −$5.3M$64.5MNew · +$69.7M
- AdobeADBE68,701 shares · 0.3% of their software · price −$1.7M$32.7M−$1.0B