Generalist · Public · Arlington, VA
Sands Capital Management
Q2 2022 · compared with Q1 2022
Filed as Sands Capital Management, LLC
Growth public investor.
- Software
- $7.3B
- Weight of 13F
- 25.4%
- Names
- 19
- Net bought
- +$14.9B
Filed 12 August 2022 · SEC filing.
This is the Sands Capital filing counted in each stock’s total.
69 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
- ServiceNowNOW2,710,191 shares · 17.6% of their software · price −$221M$1.3BFlat
- Block, Inc.XYZ16,450,950 shares · 13.8% of their software · price −$1.2B$1.0B+$160M
- SnowflakeSNOW5,721,972 shares · 10.8% of their software · price −$515M$796M+$81.3M
- ShopifySHOP23,560,742 shares · 10.0% of their software · price −$15.2B$736M+$14.5B
- CloudflareNET15,643,953 shares · 9.3% of their software · price −$1.2B$684M+$251M
- CoStarCSGP10,486,090 shares · 8.6% of their software · price −$65.0M$633M−$13.2M
- IntuitINTU1,481,296 shares · 7.8% of their software · price −$141M$571M−$322M
- Uber Technologies, Inc.UBER18,566,568 shares · 5.2% of their software · price −$283M$380M−$18.9M
- TwilioTWLO4,477,343 shares · 5.1% of their software · price −$363M$375M−$117M
- OktaOKTA2,657,882 shares · 3.3% of their software · price −$161M$240MFlat
- DatadogDDOG2,141,968 shares · 2.8% of their software · price −$120M$204MNew · +$324M
- Roper Technologies, Inc.ROP310,459 shares · 1.7% of their software · price −$24.1M$123M−$22.4M
- MicrosoftMSFT442,327 shares · 1.5% of their software · price −$22.8M$114M−$5.6M
- DLocal LimitedDLO2,819,185 shares · 1.0% of their software · price −$14.1M$74.0MNew · +$88.1M
- PagSeguro Digital Ltd.PAGS6,237,990 shares · 0.9% of their software · price −$61.2M$63.9M−$3.2M
- SamsaraIOT1,741,088 shares · 0.3% of their software · price −$8.4M$19.4MFlat
- UiPathPATH872,600 shares · 0.2% of their software · price −$3.0M$15.9MFlat
- CadenceCDNS46,361 shares · 0.1% of their software · price −$669K$7.0MNew · +$7.6M
- GitLabGTLB16,827 shares · 0.0% of their software$894KNew · +$916K