Sands Capital Management

Sands Capital Management as of June 30, 2020

Portfolio Holdings for Sands Capital Management

Sands Capital Management holds 77 positions in its portfolio as reported in the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amazon (AMZN) 7.4 $3.1B 1.1M 2758.82
Sea Ltd Adr Isin Us81141r1005 (SE) 7.0 $2.9B 27M 107.24
Visa (V) 6.1 $2.5B 13M 193.17
Netflix (NFLX) 5.9 $2.5B 5.4M 455.04
Servicenow (NOW) 3.7 $1.5B 3.7M 405.06
Alibaba Group Holding (BABA) 3.6 $1.5B 6.9M 215.70
Match 3.0 $1.3B 12M 107.05
Illumina (ILMN) 2.9 $1.2B 3.2M 370.35
Alphabet Inc Class A cs (GOOGL) 2.8 $1.2B 826k 1418.05
Adobe Systems Incorporated (ADBE) 2.7 $1.1B 2.5M 435.31
Facebook Inc cl a (META) 2.5 $1.1B 4.6M 227.07
Atlassian Corp Plc cl a 2.5 $1.0B 5.7M 180.27
Asml Holding (ASML) 2.4 $1.0B 2.7M 368.03
Intuit (INTU) 2.4 $977M 3.3M 296.19
Microsoft Corporation (MSFT) 2.2 $914M 4.5M 203.51
Shopify Inc cl a (SHOP) 2.2 $895M 943k 949.20
Align Technology (ALGN) 2.1 $863M 3.1M 274.44
Edwards Lifesciences (EW) 2.1 $859M 12M 69.11
Zoetis Inc Cl A (ZTS) 1.9 $803M 5.9M 137.04
Dex (DXCM) 1.8 $746M 1.8M 405.40
Square Inc cl a (SQ) 1.7 $706M 6.7M 104.94
Workday Inc cl a (WDAY) 1.7 $699M 3.7M 187.36
Sarepta Therapeutics (SRPT) 1.7 $696M 4.3M 160.34
CoStar (CSGP) 1.6 $679M 956k 710.67
Twilio Inc cl a (TWLO) 1.6 $664M 3.0M 219.42
Nike (NKE) 1.6 $660M 6.7M 98.05
Uber Technologies (UBER) 1.6 $641M 21M 31.08
Regeneron Pharmaceuticals (REGN) 1.3 $524M 839k 623.65
Charter Communications Inc New Cl A cl a (CHTR) 1.2 $511M 1.0M 510.04
Monster Beverage Corp (MNST) 1.1 $453M 6.5M 69.32
Galapagos Nv- (GLPG) 1.1 $441M 2.2M 197.29
Floor & Decor Hldgs Inc cl a (FND) 1.0 $408M 7.1M 57.65
Warner Music Group Corp (WMG) 1.0 $395M 13M 29.50
MercadoLibre (MELI) 1.0 $393M 399k 985.77
Delphi Automotive Inc international (APTV) 0.9 $390M 5.0M 77.92
Okta Inc cl a (OKTA) 0.9 $368M 1.8M 200.23
Grocery Outlet Hldg Corp (GO) 0.9 $364M 8.9M 40.80
Zoom Video Communications In cl a (ZM) 0.9 $357M 1.4M 253.54
Abiomed 0.9 $354M 1.5M 241.56
Coupa Software 0.7 $297M 1.1M 277.04
Taiwan Semiconductor Mfg (TSM) 0.7 $296M 5.2M 56.77
Yandex Nv-a (YNDX) 0.7 $270M 5.4M 50.02
Alphabet Inc Class C cs (GOOG) 0.6 $262M 185k 1413.61
Mirati Therapeutics 0.6 $248M 2.2M 114.17
Zillow Group Inc Cl C Cap Stk (Z) 0.6 $236M 4.1M 57.61
Charles Schwab Corporation (SCHW) 0.5 $216M 6.4M 33.74
Bluebird Bio (BLUE) 0.5 $191M 3.1M 61.04
New Oriental Education & Tech 0.4 $166M 1.3M 130.23
Pagseguro Digital Ltd-cl A (PAGS) 0.3 $134M 3.8M 35.34
Globant S A (GLOB) 0.3 $110M 733k 149.85
Trip Com Intl Ltd Sponsored Ad (TCOM) 0.3 $110M 4.2M 25.92
HDFC Bank (HDB) 0.2 $95M 2.1M 45.46
Texas Instruments Incorporated (TXN) 0.2 $89M 698k 126.97
Baidu (BIDU) 0.2 $75M 627k 119.89
Roper Industries (ROP) 0.2 $70M 181k 388.26
Hutchison China Meditech (HCM) 0.2 $69M 2.5M 27.58
Beigene (BGNE) 0.2 $67M 357k 188.40
TransDigm Group Incorporated (TDG) 0.2 $65M 146k 442.05
Equinix (EQIX) 0.2 $64M 92k 702.30
Chegg (CHGG) 0.1 $58M 868k 67.26
Boston Scientific Corporation (BSX) 0.1 $56M 1.6M 35.11
Ishares Tr Msci India Etf (INDA) 0.1 $54M 1.9M 29.02
Iqvia Holdings (IQV) 0.1 $53M 375k 141.88
Intercontinental Exchange (ICE) 0.1 $53M 577k 91.60
Xp Inc cl a (XP) 0.1 $52M 1.2M 42.01
UnitedHealth (UNH) 0.1 $48M 164k 294.95
Verisk Analytics (VRSK) 0.1 $47M 279k 170.20
Dollar General (DG) 0.1 $44M 233k 190.51
Moody's Corporation (MCO) 0.1 $36M 130k 274.73
salesforce (CRM) 0.1 $32M 168k 187.33
Karuna Therapeutics Ord 0.1 $31M 429k 72.00
Ross Stores (ROST) 0.1 $30M 353k 85.24
Live Nation Entertainment (LYV) 0.1 $27M 616k 44.33
Ansys (ANSS) 0.0 $15M 50k 291.74
Crown Castle Intl (CCI) 0.0 $13M 80k 167.35
Slack Technologies 0.0 $11M 367k 31.09
Activision Blizzard 0.0 $11M 148k 75.90