Sands Capital Management as of Dec. 31, 2015
Portfolio Holdings for Sands Capital Management
Sands Capital Management holds 53 positions in its portfolio as reported in the December 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Visa (V) | 8.8 | $3.4B | 44M | 77.55 | |
| Facebook Inc cl a (META) | 6.5 | $2.5B | 24M | 104.66 | |
| Regeneron Pharmaceuticals (REGN) | 5.2 | $2.0B | 3.7M | 542.87 | |
| Alibaba Group Holding (BABA) | 4.8 | $1.9B | 23M | 81.27 | |
| Baidu (BIDU) | 4.7 | $1.8B | 9.6M | 189.04 | |
| salesforce (CRM) | 4.5 | $1.8B | 22M | 78.40 | |
| Alphabet Inc Class A cs (GOOGL) | 4.0 | $1.5B | 2.0M | 778.01 | |
| Linkedin Corp | 3.8 | $1.5B | 6.6M | 225.08 | |
| Amazon (AMZN) | 3.7 | $1.4B | 2.1M | 675.89 | |
| priceline.com Incorporated | 3.6 | $1.4B | 1.1M | 1274.95 | |
| Charles Schwab Corporation (SCHW) | 3.3 | $1.3B | 39M | 32.93 | |
| BioMarin Pharmaceutical (BMRN) | 3.1 | $1.2B | 12M | 104.76 | |
| Monsanto Company | 3.0 | $1.2B | 12M | 98.52 | |
| Illumina (ILMN) | 3.0 | $1.2B | 6.1M | 191.95 | |
| Alexion Pharmaceuticals | 3.0 | $1.2B | 6.1M | 190.75 | |
| Biogen Idec (BIIB) | 2.7 | $1.0B | 3.4M | 306.35 | |
| Adobe Systems Incorporated (ADBE) | 2.6 | $1.0B | 11M | 93.94 | |
| Edwards Lifesciences (EW) | 2.2 | $863M | 11M | 78.98 | |
| Netflix (NFLX) | 2.2 | $852M | 7.5M | 114.38 | |
| Cerner Corporation | 2.1 | $811M | 14M | 60.17 | |
| Chipotle Mexican Grill (CMG) | 1.9 | $749M | 1.6M | 479.85 | |
| Alphabet Inc Class C cs (GOOG) | 1.8 | $684M | 902k | 758.88 | |
| athenahealth | 1.7 | $671M | 4.2M | 160.97 | |
| Under Armour (UAA) | 1.7 | $653M | 8.1M | 80.61 | |
| stock | 1.6 | $615M | 11M | 58.81 | |
| Schlumberger (SLB) | 1.5 | $580M | 8.3M | 69.75 | |
| Palo Alto Networks (PANW) | 1.4 | $531M | 3.0M | 176.14 | |
| Mobileye | 1.3 | $517M | 12M | 42.28 | |
| Lendingclub | 1.2 | $487M | 44M | 11.05 | |
| Incyte Corporation (INCY) | 1.2 | $480M | 4.4M | 108.45 | |
| Workday Inc cl a (WDAY) | 1.2 | $458M | 5.7M | 79.68 | |
| FMC Technologies | 1.0 | $403M | 14M | 29.01 | |
| Asml Holding (ASML) | 1.0 | $374M | 4.2M | 88.77 | |
| Nike (NKE) | 0.9 | $363M | 5.8M | 62.50 | |
| Medidata Solutions | 0.7 | $269M | 5.5M | 49.29 | |
| Whole Foods Market | 0.7 | $257M | 7.7M | 33.50 | |
| Las Vegas Sands (LVS) | 0.6 | $240M | 5.5M | 43.84 | |
| Kansas City Southern | 0.5 | $211M | 2.8M | 74.67 | |
| MercadoLibre (MELI) | 0.4 | $163M | 1.4M | 114.34 | |
| Ishares Inc msci india index (INDA) | 0.4 | $141M | 5.1M | 27.50 | |
| Taiwan Semiconductor Mfg (TSM) | 0.1 | $24M | 1.1M | 22.75 | |
| ARM Holdings | 0.1 | $25M | 544k | 45.24 | |
| Spdr S&p 500 Etf (SPY) | 0.1 | $18M | 87k | 203.87 | |
| Credicorp (BAP) | 0.1 | $18M | 184k | 97.32 | |
| Guidewire Software (GWRE) | 0.0 | $15M | 244k | 60.16 | |
| CoStar (CSGP) | 0.0 | $9.8M | 48k | 206.70 | |
| iShares Russell 1000 Growth Index (IWF) | 0.0 | $11M | 114k | 99.48 | |
| NetSuite | 0.0 | $12M | 136k | 84.62 | |
| Ansys (ANSS) | 0.0 | $7.0M | 76k | 92.50 | |
| IPG Photonics Corporation (IPGP) | 0.0 | $7.4M | 83k | 89.16 | |
| iShares S&P India Nifty 50 Index Fund (INDY) | 0.0 | $5.4M | 198k | 27.19 | |
| Microsoft Corporation (MSFT) | 0.0 | $236k | 4.3k | 55.53 | |
| Cisco Systems (CSCO) | 0.0 | $307k | 11k | 27.17 |
