Institutions / Sands Capital Management, LLC / Activity
Activity — Sands Capital Management, LLC
74 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | TransDigm Group Inc. Common stock | $-10.24M | -9K -8.57% | 94,341 0.43% of portfolio | medium |
| Q1 2026 as of | Trim | Flutter Entertainment plc Common stock | $-10.01M | -98K -4.71% | 1,988,830 0.80% of portfolio | medium |
| Q1 2026 as of | Trim | YMM Full Truck Alliance Co. Ltd. ADR | $-9.57M | -1.2M -18.83% | 4,970,779 0.16% of portfolio | medium |
| Q1 2026 as of | Trim | Amphenol Corp /De Common stock | $-9.27M | -73K -8.35% | 805,602 0.40% of portfolio | medium |
| Q1 2026 as of | Trim | Atlassian Corporation Common stock | $-8.34M | -122K -89.54% | 14,281 <0.01% of portfolio | medium |
| Q1 2026 as of | Trim | G4124C109 Common stock | $-7.77M | -2.1M -18.87% | 9,122,432 0.13% of portfolio | medium |
| Q1 2026 as of | Trim | N3167Y103 Common stock | $-7.54M | -22K -7.19% | 287,709 0.38% of portfolio | medium |
| Q1 2026 as of | Exit | Duolingo, Inc. Common stock | $-7.02M | -40K -100.00% | 0 | medium |
| Q1 2026 as of | Trim | Klaviyo, Inc. Common stock | $-6.49M | -334K -35.92% | 595,160 0.05% of portfolio | medium |
| Q1 2026 as of | Trim | Ultragenyx Pharmaceutical Inc. Common stock | $-5.68M | -271K -7.78% | 3,214,533 0.26% of portfolio | medium |
| Q1 2026 as of | Trim | Boston Scientific Corp Common stock | $-4.33M | -69K -8.58% | 736,109 0.18% of portfolio | low |
| Q1 2026 as of | Exit | 464287614 Common stock | $-3.89M | -8K -100.00% | 0 | low |
| Q1 2026 as of | Trim | Linde PLC Common stock | $-2.29M | -5K -7.80% | 54,593 0.11% of portfolio | low |
| Q1 2026 as of | Trim | Snowflake Inc. Common stock | $-1.17M | -8K -65.07% | 4,178 <0.01% of portfolio | low |
| Q1 2026 as of | New | Apple Inc. Common stock | $817.0K | +3K | 3,219 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Palantir Technologies Inc Common stock | $450.4K | +3K +15.52% | 22,919 0.01% of portfolio | low |
| Q1 2026 as of | New | ANET Arista Networks, Inc. Common Stock | $331.3K | +3K | 2,698 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Palo Alto Networks Inc Common stock | $-302.2K | -2K -1.16% | 161,078 0.10% of portfolio | low |
| Q1 2026 as of | New | Robinhood Markets, Inc. Common stock | $259.6K | +4K | 3,746 <0.01% of portfolio | low |
| Q1 2026 as of | New | AeroVironment Inc Common stock | $245.7K | +1K | 1,342 <0.01% of portfolio | low |
| Q1 2026 as of | New | Lumentum Hldgs Inc Common stock | $219.3K | +312 | 312 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Stevanato Group S.p.A. Common stock | $59.2K | +4K +0.87% | 497,310 0.03% of portfolio | low |
| Q1 2026 as of | Trim | FIG Figma, Inc. Common Stock | $-46.6K | -2K -1.16% | 187,577 0.02% of portfolio | low |
| Q1 2026 as of | Add | BABA Alibaba Group Holding Ltd ADR | $35.4K | +282 +3.75% | 7,793 <0.01% of portfolio | low |