Sands Capital Management as of June 30, 2017
Portfolio Holdings for Sands Capital Management
Sands Capital Management holds 69 positions in its portfolio as reported in the June 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Visa (V) | 7.1 | $2.4B | 25M | 93.78 | |
Alibaba Group Holding (BABA) | 6.9 | $2.3B | 16M | 140.90 | |
Facebook Inc cl a (META) | 6.8 | $2.3B | 15M | 150.98 | |
priceline.com Incorporated | 5.8 | $1.9B | 1.0M | 1870.52 | |
Amazon (AMZN) | 5.7 | $1.9B | 2.0M | 968.00 | |
Regeneron Pharmaceuticals (REGN) | 4.1 | $1.4B | 2.8M | 491.14 | |
Alphabet Inc Class A cs (GOOGL) | 4.1 | $1.4B | 1.5M | 929.68 | |
Baidu (BIDU) | 3.8 | $1.2B | 7.0M | 178.86 | |
salesforce (CRM) | 3.7 | $1.2B | 14M | 86.60 | |
Charles Schwab Corporation (SCHW) | 3.6 | $1.2B | 28M | 42.96 | |
Netflix (NFLX) | 3.4 | $1.1B | 7.6M | 149.41 | |
Incyte Corporation (INCY) | 3.0 | $1.0B | 8.0M | 125.91 | |
Adobe Systems Incorporated (ADBE) | 2.8 | $935M | 6.6M | 141.44 | |
Illumina (ILMN) | 2.7 | $906M | 5.2M | 173.52 | |
Edwards Lifesciences (EW) | 2.7 | $903M | 7.6M | 118.24 | |
BioMarin Pharmaceutical (BMRN) | 2.3 | $773M | 8.5M | 90.82 | |
Alexion Pharmaceuticals | 2.3 | $772M | 6.3M | 121.67 | |
Starbucks Corporation (SBUX) | 2.3 | $752M | 13M | 58.31 | |
Alphabet Inc Class C cs (GOOG) | 2.1 | $695M | 765k | 908.73 | |
Servicenow (NOW) | 2.0 | $663M | 6.3M | 106.00 | |
Monster Beverage Corp (MNST) | 1.7 | $565M | 11M | 49.68 | |
Workday Inc cl a (WDAY) | 1.6 | $548M | 5.6M | 97.00 | |
Chipotle Mexican Grill (CMG) | 1.6 | $528M | 1.3M | 416.10 | |
Asml Holding (ASML) | 1.6 | $517M | 4.0M | 130.31 | |
stock | 1.5 | $494M | 8.7M | 56.89 | |
Whole Foods Market | 1.5 | $493M | 12M | 42.11 | |
Nike (NKE) | 1.4 | $466M | 7.9M | 59.00 | |
Palo Alto Networks (PANW) | 1.3 | $441M | 3.3M | 133.81 | |
Las Vegas Sands (LVS) | 1.0 | $346M | 5.4M | 63.89 | |
Biogen Idec (BIIB) | 1.0 | $347M | 1.3M | 271.36 | |
Shopify Inc cl a (SHOP) | 1.0 | $332M | 3.8M | 86.90 | |
athenahealth | 1.0 | $324M | 2.3M | 140.55 | |
Medidata Solutions | 0.9 | $297M | 3.8M | 78.20 | |
Snap Inc cl a (SNAP) | 0.8 | $270M | 15M | 17.77 | |
CoStar (CSGP) | 0.7 | $233M | 884k | 263.60 | |
Under Armour (UAA) | 0.6 | $197M | 9.1M | 21.76 | |
Ishares Inc msci india index (INDA) | 0.6 | $193M | 6.0M | 32.10 | |
Under Armour Inc Cl C (UA) | 0.6 | $186M | 9.2M | 20.16 | |
Galapagos Nv- (GLPG) | 0.5 | $164M | 2.1M | 76.52 | |
Lendingclub | 0.4 | $139M | 25M | 5.51 | |
MercadoLibre (MELI) | 0.3 | $98M | 390k | 250.88 | |
Ctrip.com International | 0.2 | $73M | 1.4M | 53.86 | |
Taiwan Semiconductor Mfg (TSM) | 0.2 | $58M | 1.6M | 34.96 | |
Yandex Nv-a (YNDX) | 0.2 | $58M | 2.2M | 26.24 | |
Makemytrip Limited Mauritius (MMYT) | 0.1 | $50M | 1.5M | 33.55 | |
Credicorp (BAP) | 0.1 | $46M | 259k | 179.39 | |
Grupo Aeroportuario del Sureste (ASR) | 0.1 | $24M | 116k | 210.40 | |
Netshoes Cayman | 0.1 | $23M | 1.2M | 19.03 | |
Mulesoft Inc cl a | 0.0 | $13M | 510k | 24.94 | |
American Tower Reit (AMT) | 0.0 | $12M | 88k | 132.32 | |
Guidewire Software (GWRE) | 0.0 | $10M | 148k | 68.71 | |
Ansys (ANSS) | 0.0 | $7.3M | 60k | 121.68 | |
HDFC Bank (HDB) | 0.0 | $4.8M | 55k | 86.97 | |
IPG Photonics Corporation (IPGP) | 0.0 | $4.4M | 31k | 145.09 | |
TransDigm Group Incorporated (TDG) | 0.0 | $2.0M | 7.3k | 268.89 | |
Fomento Economico Mexicano SAB (FMX) | 0.0 | $1.2M | 12k | 98.34 | |
Microsoft Corporation (MSFT) | 0.0 | $293k | 4.3k | 68.94 | |
Moody's Corporation (MCO) | 0.0 | $830k | 6.8k | 121.63 | |
Bristol Myers Squibb (BMY) | 0.0 | $935k | 17k | 55.74 | |
Cisco Systems (CSCO) | 0.0 | $338k | 11k | 31.30 | |
Union Pacific Corporation (UNP) | 0.0 | $767k | 7.0k | 108.86 | |
Ross Stores (ROST) | 0.0 | $640k | 11k | 57.72 | |
Verisk Analytics (VRSK) | 0.0 | $1.2M | 14k | 84.36 | |
Intuit (INTU) | 0.0 | $604k | 4.5k | 132.78 | |
Dollar General (DG) | 0.0 | $1.3M | 18k | 72.11 | |
O'reilly Automotive (ORLY) | 0.0 | $535k | 2.4k | 218.81 | |
Zoetis Inc Cl A (ZTS) | 0.0 | $1.4M | 23k | 62.37 | |
Intercontinental Exchange (ICE) | 0.0 | $1.1M | 17k | 65.91 | |
Allergan | 0.0 | $1.3M | 5.4k | 243.00 |