Generalist · Public · Arlington, VA
Sands Capital Management
Q4 2023 · compared with Q3 2023
Filed as Sands Capital Management, LLC
Growth public investor.
- Software
- $10.2B
- Weight of 13F
- 31.1%
- Names
- 21
- Net bought
- −$634M
Filed 13 February 2024 · 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
- MicrosoftMSFT3,473,119 shares · 12.8% of their software · price +$209M$1.3B−$209M
- ServiceNowNOW1,696,598 shares · 11.7% of their software · price +$250M$1.2B−$221M
- ShopifySHOP14,805,951 shares · 11.3% of their software · price +$345M$1.2B−$51.9M
- SnowflakeSNOW5,443,406 shares · 10.6% of their software · price +$252M$1.1B+$93.3M
- Block, Inc.XYZ13,748,994 shares · 10.4% of their software · price +$455M$1.1B−$13.0M
- AtlassianTEAM4,443,216 shares · 10.3% of their software · price +$162M$1.1B−$109M
- CloudflareNET10,593,642 shares · 8.6% of their software · price +$214M$882M−$26.1M
- OktaOKTA8,358,414 shares · 7.4% of their software · price +$75.4M$757M+$203M
- DatadogDDOG4,564,776 shares · 5.4% of their software · price +$138M$554M+$14.8M
- CoStarCSGP5,620,801 shares · 4.8% of their software · price +$59.0M$491M−$178M
- Uber Technologies, Inc.UBER6,491,319 shares · 3.9% of their software · price +$101M$400M−$153M
- Roper Technologies, Inc.ROP380,189 shares · 2.0% of their software · price +$23.1M$207M+$13.0M
- SamsaraIOT1,579,876 shares · 0.5% of their software · price +$12.9M$52.7M+$1.7M
- KlaviyoKVYO663,303 shares · 0.2% of their software · price −$4.5M$18.4M+$839K
- GitLabGTLB101,426 shares · 0.1% of their software · price +$1.8M$6.4M+$606K
- UiPathPATH44,642 shares · 0.0% of their software$1.1MFlat
- CadenceCDNS3,208 shares · 0.0% of their software$874KFlat
- IntuitINTU195 shares · 0.0% of their software$122KFlat
- BILLBILL1,255 shares · 0.0% of their software$102KFlat
- AdobeADBE160 shares · 0.0% of their software$95KFlat
- CourseraCOUR1,285 shares · 0.0% of their software$25KFlat