Sands Capital Management as of Dec. 31, 2013
Portfolio Holdings for Sands Capital Management
Sands Capital Management holds 43 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Visa (V) | 7.2 | $2.8B | 12M | 222.68 | |
| 7.1 | $2.7B | 2.4M | 1120.71 | ||
| Amazon (AMZN) | 6.7 | $2.6B | 6.4M | 398.79 | |
| Baidu (BIDU) | 6.1 | $2.3B | 13M | 177.88 | |
| salesforce (CRM) | 5.6 | $2.2B | 39M | 55.19 | |
| priceline.com Incorporated | 4.9 | $1.9B | 1.6M | 1162.40 | |
| Facebook Inc cl a (META) | 4.8 | $1.8B | 34M | 54.65 | |
| Asml Holding (ASML) | 3.9 | $1.5B | 16M | 93.70 | |
| Schlumberger (SLB) | 3.5 | $1.4B | 15M | 90.11 | |
| Biogen Idec (BIIB) | 3.5 | $1.3B | 4.8M | 279.57 | |
| Chipotle Mexican Grill (CMG) | 3.2 | $1.2B | 2.3M | 532.78 | |
| Nike (NKE) | 3.2 | $1.2B | 16M | 78.64 | |
| Las Vegas Sands (LVS) | 3.2 | $1.2B | 15M | 78.87 | |
| Monsanto Company | 3.1 | $1.2B | 10M | 116.55 | |
| Charles Schwab Corporation (SCHW) | 2.9 | $1.1B | 43M | 26.00 | |
| ARM Holdings | 2.9 | $1.1B | 20M | 54.73 | |
| Regeneron Pharmaceuticals (REGN) | 2.7 | $1.0B | 3.7M | 275.24 | |
| National-Oilwell Var | 2.6 | $1.0B | 13M | 79.53 | |
| Cerner Corporation | 2.6 | $996M | 18M | 55.74 | |
| Alexion Pharmaceuticals | 2.6 | $979M | 7.4M | 132.88 | |
| Southwestern Energy Company (SWN) | 2.2 | $852M | 22M | 39.33 | |
| FMC Technologies | 2.2 | $847M | 16M | 52.21 | |
| Intuitive Surgical (ISRG) | 2.1 | $821M | 2.1M | 384.08 | |
| BioMarin Pharmaceutical (BMRN) | 1.9 | $720M | 10M | 70.35 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.9 | $710M | 7.4M | 96.52 | |
| stock | 1.8 | $698M | 10M | 68.67 | |
| Linkedin Corp | 1.8 | $687M | 3.2M | 216.83 | |
| Starbucks Corporation (SBUX) | 1.5 | $562M | 7.2M | 78.39 | |
| athenahealth | 1.2 | $455M | 3.4M | 134.50 | |
| MercadoLibre (MELI) | 0.7 | $248M | 2.3M | 107.79 | |
| NetSuite | 0.1 | $29M | 283k | 103.02 | |
| IPG Photonics Corporation (IPGP) | 0.1 | $18M | 236k | 77.61 | |
| E2open | 0.1 | $18M | 761k | 23.91 | |
| Sap (SAP) | 0.0 | $16M | 186k | 87.14 | |
| Yandex Nv-a (YNDX) | 0.0 | $17M | 394k | 43.15 | |
| Guidewire Software (GWRE) | 0.0 | $17M | 350k | 49.07 | |
| Ansys (ANSS) | 0.0 | $12M | 138k | 87.20 | |
| F5 Networks (FFIV) | 0.0 | $6.3M | 70k | 90.86 | |
| Concur Technologies | 0.0 | $4.9M | 48k | 103.18 | |
| Cisco Systems (CSCO) | 0.0 | $314k | 14k | 22.43 | |
| Mindray Medical International | 0.0 | $224k | 6.2k | 36.39 | |
| iShares Russell 1000 Growth Index (IWF) | 0.0 | $1.6M | 19k | 85.97 | |
| 0.0 | $1.5M | 24k | 63.67 |
