Generalist · Public · Arlington, VA
Sands Capital Management
Q1 2023 · compared with Q4 2022
Filed as Sands Capital Management, LLC
Growth public investor.
- Software
- $8.8B
- Weight of 13F
- 29.1%
- Names
- 17
- Net bought
- −$258M
Filed 12 May 2023 · SEC filing.
This is the Sands Capital filing counted in each stock’s total.
66 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
- ShopifySHOP23,648,206 shares · 12.8% of their software · price +$313M$1.1B−$40.1M
- ServiceNowNOW2,372,846 shares · 12.5% of their software · price +$181M$1.1B−$65.5M
- Block, Inc.XYZ14,949,238 shares · 11.6% of their software · price +$86.9M$1.0B−$50.7M
- AtlassianTEAM5,307,262 shares · 10.3% of their software · price +$226M$908M−$37.5M
- CloudflareNET14,663,001 shares · 10.2% of their software · price +$241M$904M−$35.8M
- SnowflakeSNOW5,144,541 shares · 9.0% of their software · price +$55.3M$794MFlat
- CoStarCSGP9,600,576 shares · 7.5% of their software · price −$80.9M$661M−$27.3M
- OktaOKTA5,809,857 shares · 5.7% of their software · price +$104M$501M−$34.4M
- MicrosoftMSFT1,648,482 shares · 5.4% of their software · price +$79.9M$475M+$274M
- IntuitINTU996,684 shares · 5.0% of their software · price +$56.4M$444M−$112M
- Uber Technologies, Inc.UBER10,811,672 shares · 3.9% of their software · price +$75.4M$343M−$105M
- DatadogDDOG4,049,393 shares · 3.3% of their software · price −$3.4M$294MFlat
- Roper Technologies, Inc.ROP426,795 shares · 2.1% of their software · price +$3.7M$188M+$30.7M
- SamsaraIOT1,718,635 shares · 0.4% of their software · price +$12.5M$33.9MFlat
- UiPathPATH862,338 shares · 0.2% of their software · price +$4.2M$15.1MFlat
- CadenceCDNS41,076 shares · 0.1% of their software · price +$2.0M$8.6MFlat
- GitLabGTLB55,530 shares · 0.0% of their software · price −$619K$1.9M+$765K