Sands Capital Management as of March 31, 2017
Portfolio Holdings for Sands Capital Management
Sands Capital Management holds 67 positions in its portfolio as reported in the March 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Visa Com Cl A (V) | 8.3 | $2.6B | 30M | 88.87 | |
Facebook Cl A (META) | 7.2 | $2.3B | 16M | 142.05 | |
priceline.com Incorporated | 6.7 | $2.1B | 1.2M | 1779.97 | |
Amazon (AMZN) | 6.1 | $1.9B | 2.2M | 886.54 | |
Alibaba Group Hldg Sponsored Ads (BABA) | 5.8 | $1.9B | 17M | 107.83 | |
Alphabet Cap Stk Cl A (GOOGL) | 4.2 | $1.3B | 1.6M | 847.80 | |
salesforce (CRM) | 4.0 | $1.3B | 16M | 82.49 | |
Netflix (NFLX) | 3.7 | $1.2B | 8.1M | 147.81 | |
Charles Schwab Corporation (SCHW) | 3.7 | $1.2B | 29M | 40.81 | |
Regeneron Pharmaceuticals (REGN) | 3.6 | $1.1B | 2.9M | 387.51 | |
Baidu Spon Adr Rep A (BIDU) | 3.4 | $1.1B | 6.4M | 172.52 | |
Adobe Systems Incorporated (ADBE) | 3.3 | $1.0B | 8.0M | 130.13 | |
Illumina (ILMN) | 2.9 | $938M | 5.5M | 170.64 | |
BioMarin Pharmaceutical (BMRN) | 2.5 | $788M | 9.0M | 87.78 | |
Edwards Lifesciences (EW) | 2.4 | $753M | 8.0M | 94.07 | |
Chipotle Mexican Grill (CMG) | 2.2 | $708M | 1.6M | 445.52 | |
Biogen Idec (BIIB) | 2.1 | $677M | 2.5M | 273.42 | |
Alphabet Cap Stk Cl C (GOOG) | 2.1 | $674M | 812k | 829.56 | |
Alexion Pharmaceuticals | 2.0 | $635M | 5.2M | 121.24 | |
Asml Holding N V N Y Registry Shs (ASML) | 1.9 | $604M | 4.6M | 132.80 | |
stock | 1.9 | $590M | 9.5M | 62.29 | |
Monster Beverage Corp (MNST) | 1.8 | $572M | 12M | 46.17 | |
Incyte Corporation (INCY) | 1.8 | $568M | 4.3M | 133.67 | |
Starbucks Corporation (SBUX) | 1.8 | $560M | 9.6M | 58.39 | |
Workday Cl A (WDAY) | 1.5 | $473M | 5.7M | 83.28 | |
Servicenow (NOW) | 1.4 | $458M | 5.2M | 87.47 | |
Palo Alto Networks (PANW) | 1.3 | $404M | 3.6M | 112.68 | |
Schlumberger (SLB) | 1.2 | $394M | 5.0M | 78.10 | |
Whole Foods Market | 1.1 | $347M | 12M | 29.72 | |
Nike CL B (NKE) | 1.0 | $320M | 5.7M | 55.73 | |
Las Vegas Sands (LVS) | 1.0 | $308M | 5.4M | 57.07 | |
athenahealth | 0.9 | $286M | 2.5M | 112.69 | |
Shopify Cl A (SHOP) | 0.8 | $262M | 3.8M | 68.09 | |
Snap Cl A (SNAP) | 0.7 | $237M | 11M | 22.53 | |
Medidata Solutions | 0.7 | $219M | 3.8M | 57.69 | |
Lendingclub | 0.5 | $151M | 28M | 5.49 | |
Ishares Tr Msci India Etf (INDA) | 0.4 | $137M | 4.4M | 31.48 | |
Under Armour Cl A (UAA) | 0.4 | $134M | 6.8M | 19.78 | |
Under Armour CL C (UA) | 0.4 | $125M | 6.8M | 18.30 | |
MercadoLibre (MELI) | 0.3 | $88M | 415k | 211.47 | |
Ctrip Com Intl American Dep Shs | 0.2 | $64M | 1.3M | 49.15 | |
Taiwan Semiconductor Mfg Sponsored Adr (TSM) | 0.2 | $55M | 1.7M | 32.84 | |
Credicorp (BAP) | 0.1 | $41M | 248k | 163.30 | |
Makemytrip Limited Mauritius SHS (MMYT) | 0.1 | $37M | 1.1M | 34.60 | |
Yandex N V Shs Class A (YNDX) | 0.1 | $27M | 1.2M | 21.93 | |
Mulesoft Cl A | 0.1 | $17M | 711k | 24.33 | |
American Tower Reit (AMT) | 0.0 | $13M | 105k | 121.54 | |
Guidewire Software (GWRE) | 0.0 | $10M | 183k | 56.33 | |
CoStar (CSGP) | 0.0 | $9.7M | 47k | 207.22 | |
Ansys (ANSS) | 0.0 | $7.9M | 74k | 106.87 | |
IPG Photonics Corporation (IPGP) | 0.0 | $4.8M | 40k | 120.71 | |
Hdfc Bank Adr Reps 3 Shs (HDB) | 0.0 | $3.5M | 47k | 75.22 | |
TransDigm Group Incorporated (TDG) | 0.0 | $1.6M | 7.5k | 220.12 | |
Allergan SHS | 0.0 | $1.3M | 5.6k | 238.97 | |
Dollar General (DG) | 0.0 | $1.3M | 19k | 69.74 | |
Zoetis Cl A (ZTS) | 0.0 | $1.3M | 24k | 53.38 | |
Verisk Analytics (VRSK) | 0.0 | $1.1M | 14k | 81.14 | |
Fomento Economico Mexicano S Spon Adr Units (FMX) | 0.0 | $1.1M | 12k | 88.50 | |
Intercontinental Exchange (ICE) | 0.0 | $1.0M | 17k | 59.84 | |
Bristol Myers Squibb (BMY) | 0.0 | $931k | 17k | 54.37 | |
Moody's Corporation (MCO) | 0.0 | $781k | 7.0k | 111.99 | |
Union Pacific Corporation (UNP) | 0.0 | $762k | 7.2k | 105.89 | |
Ross Stores (ROST) | 0.0 | $745k | 11k | 65.85 | |
O'reilly Automotive (ORLY) | 0.0 | $673k | 2.5k | 269.74 | |
Intuit (INTU) | 0.0 | $539k | 4.6k | 115.94 | |
Cisco Systems (CSCO) | 0.0 | $382k | 11k | 33.81 | |
Microsoft Corporation (MSFT) | 0.0 | $280k | 4.3k | 65.88 |