Sands Capital Management as of June 30, 2014
Portfolio Holdings for Sands Capital Management
Sands Capital Management holds 49 positions in its portfolio as reported in the June 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Visa (V) | 6.7 | $2.6B | 13M | 210.71 | |
| Baidu (BIDU) | 5.9 | $2.3B | 12M | 186.81 | |
| Amazon (AMZN) | 5.4 | $2.1B | 6.6M | 324.78 | |
| Facebook Inc cl a (META) | 5.0 | $2.0B | 29M | 67.29 | |
| Schlumberger (SLB) | 4.0 | $1.6B | 14M | 117.95 | |
| salesforce (CRM) | 4.0 | $1.6B | 27M | 58.08 | |
| Monsanto Company | 4.0 | $1.6B | 13M | 124.74 | |
| Biogen Idec (BIIB) | 3.9 | $1.5B | 4.9M | 315.31 | |
| priceline.com Incorporated | 3.6 | $1.4B | 1.2M | 1203.00 | |
| 3.5 | $1.4B | 2.4M | 584.67 | ||
| Chipotle Mexican Grill (CMG) | 3.5 | $1.4B | 2.3M | 592.51 | |
| Regeneron Pharmaceuticals (REGN) | 3.5 | $1.4B | 4.9M | 282.47 | |
| Linkedin Corp | 3.1 | $1.3B | 7.3M | 171.47 | |
| Nike (NKE) | 3.1 | $1.2B | 16M | 77.55 | |
| Google Inc Class C | 2.9 | $1.1B | 2.0M | 575.28 | |
| Charles Schwab Corporation (SCHW) | 2.9 | $1.1B | 42M | 26.93 | |
| Las Vegas Sands (LVS) | 2.8 | $1.1B | 15M | 76.22 | |
| National-Oilwell Var | 2.7 | $1.1B | 13M | 82.35 | |
| Asml Holding (ASML) | 2.7 | $1.1B | 11M | 93.27 | |
| FMC Technologies | 2.6 | $1.0B | 17M | 61.07 | |
| Southwestern Energy Company (SWN) | 2.5 | $994M | 22M | 45.49 | |
| ARM Holdings | 2.3 | $910M | 20M | 45.24 | |
| Cerner Corporation | 2.3 | $895M | 17M | 51.58 | |
| Alexion Pharmaceuticals | 2.1 | $825M | 5.3M | 156.25 | |
| Intuitive Surgical (ISRG) | 2.0 | $799M | 1.9M | 411.80 | |
| stock | 2.0 | $796M | 14M | 55.33 | |
| BioMarin Pharmaceutical (BMRN) | 1.9 | $742M | 12M | 62.21 | |
| Twenty-first Century Fox | 1.6 | $642M | 18M | 35.15 | |
| Whole Foods Market | 1.6 | $637M | 17M | 38.63 | |
| athenahealth | 1.5 | $605M | 4.8M | 125.13 | |
| Starbucks Corporation (SBUX) | 1.4 | $560M | 7.2M | 77.38 | |
| Workday Inc cl a (WDAY) | 0.9 | $367M | 4.1M | 89.86 | |
| Medidata Solutions | 0.5 | $202M | 4.7M | 42.81 | |
| Kansas City Southern | 0.5 | $194M | 1.8M | 107.51 | |
| MercadoLibre (MELI) | 0.3 | $135M | 1.4M | 95.40 | |
| Discovery Communications | 0.2 | $95M | 1.3M | 74.28 | |
| iShares MSCI Emerging Markets Indx (EEM) | 0.1 | $44M | 1.0M | 43.23 | |
| Spdr S&p 500 Etf (SPY) | 0.1 | $25M | 128k | 195.72 | |
| NetSuite | 0.1 | $22M | 255k | 86.88 | |
| E2open | 0.1 | $20M | 976k | 20.67 | |
| Sap (SAP) | 0.0 | $15M | 189k | 77.00 | |
| Mindray Medical International | 0.0 | $15M | 464k | 31.50 | |
| IPG Photonics Corporation (IPGP) | 0.0 | $17M | 242k | 68.80 | |
| Yandex Nv-a (YNDX) | 0.0 | $16M | 447k | 35.64 | |
| Guidewire Software (GWRE) | 0.0 | $15M | 357k | 40.66 | |
| qunar Cayman Is Ltd spns adr cl b | 0.0 | $15M | 525k | 28.55 | |
| Ansys (ANSS) | 0.0 | $11M | 141k | 75.82 | |
| Cisco Systems (CSCO) | 0.0 | $318k | 13k | 24.84 | |
| iShares Russell 1000 Growth Index (IWF) | 0.0 | $237k | 2.6k | 90.80 |
