Sands Capital Management as of March 31, 2014
Portfolio Holdings for Sands Capital Management
Sands Capital Management holds 44 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Visa (V) | 7.1 | $2.7B | 13M | 215.86 | |
| 7.0 | $2.7B | 2.4M | 1114.51 | ||
| Amazon (AMZN) | 5.8 | $2.2B | 6.6M | 336.36 | |
| Baidu (BIDU) | 5.2 | $2.0B | 13M | 152.27 | |
| Facebook Inc cl a (META) | 4.8 | $1.9B | 31M | 60.24 | |
| priceline.com Incorporated | 4.7 | $1.8B | 1.5M | 1191.89 | |
| salesforce (CRM) | 4.1 | $1.6B | 27M | 57.09 | |
| Schlumberger (SLB) | 3.9 | $1.5B | 15M | 97.50 | |
| Biogen Idec (BIIB) | 3.9 | $1.5B | 4.9M | 305.87 | |
| Monsanto Company | 3.7 | $1.4B | 13M | 113.77 | |
| Chipotle Mexican Grill (CMG) | 3.5 | $1.3B | 2.3M | 568.05 | |
| Las Vegas Sands (LVS) | 3.3 | $1.3B | 16M | 80.78 | |
| Asml Holding (ASML) | 3.3 | $1.3B | 14M | 93.36 | |
| Charles Schwab Corporation (SCHW) | 3.1 | $1.2B | 44M | 27.33 | |
| Regeneron Pharmaceuticals (REGN) | 3.1 | $1.2B | 4.0M | 300.28 | |
| Nike (NKE) | 3.1 | $1.2B | 16M | 73.86 | |
| Cerner Corporation | 2.7 | $1.0B | 18M | 56.25 | |
| ARM Holdings | 2.7 | $1.0B | 20M | 50.97 | |
| National-Oilwell Var | 2.6 | $1.0B | 13M | 77.87 | |
| Southwestern Energy Company (SWN) | 2.6 | $1.0B | 22M | 46.01 | |
| Linkedin Corp | 2.5 | $966M | 5.2M | 184.94 | |
| Intuitive Surgical (ISRG) | 2.5 | $960M | 2.2M | 437.99 | |
| FMC Technologies | 2.3 | $868M | 17M | 52.29 | |
| Alexion Pharmaceuticals | 2.1 | $802M | 5.3M | 152.13 | |
| stock | 1.9 | $723M | 10M | 71.49 | |
| athenahealth | 1.8 | $672M | 4.2M | 160.24 | |
| BioMarin Pharmaceutical (BMRN) | 1.7 | $664M | 9.7M | 68.21 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.4 | $553M | 5.7M | 97.44 | |
| Starbucks Corporation (SBUX) | 1.4 | $530M | 7.2M | 73.38 | |
| Workday Inc cl a (WDAY) | 0.8 | $304M | 3.3M | 91.43 | |
| Kansas City Southern | 0.5 | $182M | 1.8M | 102.06 | |
| MercadoLibre (MELI) | 0.3 | $132M | 1.4M | 95.11 | |
| iShares MSCI Emerging Markets Indx (EEM) | 0.1 | $56M | 1.4M | 41.01 | |
| Spdr S&p 500 Etf (SPY) | 0.1 | $45M | 240k | 187.01 | |
| NetSuite | 0.1 | $22M | 227k | 94.83 | |
| Yandex Nv-a (YNDX) | 0.1 | $24M | 800k | 30.19 | |
| E2open | 0.1 | $23M | 953k | 23.57 | |
| Sap (SAP) | 0.0 | $15M | 185k | 81.31 | |
| Mindray Medical International | 0.0 | $14M | 433k | 32.36 | |
| IPG Photonics Corporation (IPGP) | 0.0 | $17M | 236k | 71.08 | |
| Guidewire Software (GWRE) | 0.0 | $17M | 349k | 49.05 | |
| Ansys (ANSS) | 0.0 | $11M | 138k | 77.02 | |
| qunar Cayman Is Ltd spns adr cl b | 0.0 | $6.9M | 225k | 30.59 | |
| Cisco Systems (CSCO) | 0.0 | $314k | 14k | 22.43 |
