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 |