Sands Capital Management as of Dec. 31, 2011
Portfolio Holdings for Sands Capital Management
Sands Capital Management holds 0 positions in its portfolio as reported in the December 2011 quarterly 13F filing
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FORM 13F INFORMATION TABLE
VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE
------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- --------
3D SYSTEMS CORP COM 88554D205 4700 326410 SH SOLE 243810 0 82600
ABB LTD ADR ADR 000375204 34534 1833975 SH SOLE 1361975 0 472000
ALEXION PHARMACEUTICALS INC COM 015351109 628431 8789249 SH SOLE 5880829 0 2908420
ALLERGAN COM 018490102 581407 6626474 SH SOLE 4509962 0 2116512
AMAZON.COM COM 023135106 954886 5516385 SH SOLE 3794046 0 1722339
ANSYS INC COM 03662Q105 10606 185155 SH SOLE 138455 0 46700
APPLE COM 037833100 1305900 3224445 SH SOLE 2207802 0 1016643
ARM HOLDINGS PLC - ADR ADR 042068106 15542 561685 SH SOLE 419385 0 142300
ASML ADR ADR N07059186 547868 13110020 SH SOLE 9039145 0 4070875
ATHENAHEALTH, INC COM 04685W103 13459 274002 SH SOLE 170520 0 103482
BIOGEN IDEC, INC. COM 09062X103 2127 19325 SH SOLE 625 0 18700
BIOMARIN PHARMS COM 09061G101 5894 171450 SH SOLE 5650 0 165800
C H ROBINSON WORLDWIDE, INC. COM 12541W209 261065 3741260 SH SOLE 2525388 0 1215872
CELGENE COM 151020104 2552 37750 SH SOLE 1250 0 36500
CERNER CORP COM 156782104 1906 31125 SH SOLE 1025 0 30100
CHARLES SCHWAB COM 808513105 330743 29373298 SH SOLE 20112767 0 9260531
CISCO SYSTEMS COM 17275R102 253 14000 SH SOLE 7500 0 6500
COACH, INC. COM 189754104 355087 5817288 SH SOLE 3953068 0 1864220
CONCUR TECHNOLOGIES INC COM 206708109 9530 187644 SH SOLE 140460 0 47184
CREE INC. COM 225447101 5501 249600 SH SOLE 187600 0 62000
DEXCOM INC COM 252131107 1430 153650 SH SOLE 5050 0 148600
EDWARDS LIFESCIENCES CORP COM 28176E108 2331 32970 SH SOLE 1070 0 31900
F5 NETWORKS INC COM 315616102 530768 5001582 SH SOLE 3393581 0 1608001
FLIR SYSTEMS INC COM 302445101 9329 372130 SH SOLE 277930 0 94200
FMC TECHNOLOGIES COM 30249U101 579262 11090606 SH SOLE 7593045 0 3497561
GOOGLE CL A 38259P508 1137307 1760809 SH SOLE 1212378 0 548431
HEARTWARE INTERNATIONAL INC COM 422368100 1894 27450 SH SOLE 900 0 26550
ILLUMINA INC COM 452327109 337001 11056466 SH SOLE 7442211 0 3614255
INTERCONTINENTAL EXCHANGE COM 45865V100 473988 3931881 SH SOLE 2691945 0 1239936
INTUITIVE SURGICAL COM 46120E602 681074 1470970 SH SOLE 1009475 0 461495
IPG PHOTONICS CORP COM 44980X109 9052 267260 SH SOLE 199660 0 67600
ISHARES TR RUSSELL 1000 GROWTH RUSSELL1000GRW 464287614 7393 127930 SH SOLE 125255 0 2675
LAS VEGAS SANDS COM 517834107 515838 12072031 SH SOLE 8305926 0 3766105
MERCADOLIBRE ADR 58733R102 84021 1056335 SH SOLE 785035 0 271300
MINDRAY MEDICAL INTL ADR ADR 602675100 2068 80650 SH SOLE 2650 0 78000
NATIONAL OILWELL VARCO COM 637071101 578848 8513725 SH SOLE 5893878 0 2619847
NETFLIX INC COM 64110L106 144142 2080269 SH SOLE 1413998 0 666271
NETSUITE INC COM 64118Q107 14821 365500 SH SOLE 272900 0 92600
NEW ORIENTAL EDUCATION ADR ADR 647581107 61667 2564125 SH SOLE 1916125 0 648000
NIKE COM 654106103 611315 6343414 SH SOLE 4348152 0 1995262
NUVASIVE COM 670704105 1830 145350 SH SOLE 5350 0 140000
NXSTAGE MEDICAL INC COM 67072V103 1372 77150 SH SOLE 2550 0 74600
OPENTABLE INC COM 68372A104 98382 2514222 SH SOLE 1714622 0 799600
PRAXAIR, INC. COM 74005P104 489067 4574991 SH SOLE 3139507 0 1435484
PRICELINE.COM INC COM 741503403 474247 1013977 SH SOLE 686929 0 327048
QUALCOMM COM 747525103 952100 17405858 SH SOLE 11997268 0 5408590
REGENERON PHARMACEUTICALS COM 75886F107 153452 2768395 SH SOLE 1852055 0 916340
SALESFORCE.COM COM 79466L302 943562 9299842 SH SOLE 6393099 0 2906743
SCHLUMBERGER COM 806857108 623076 9121304 SH SOLE 6304925 0 2816379
SEATTLE GENETICS INC COM 812578102 686 41025 SH SOLE 1325 0 39700
SILICON GRAPHICS INTL CORP COM 82706L108 8004 698405 SH SOLE 523705 0 174700
SOUTHWESTERN ENERGY COMPANY COM 845467109 300015 9393067 SH SOLE 6369407 0 3023660
STARBUCKS COM 855244109 578166 12566098 SH SOLE 8527444 0 4038654
STERICYCLE COM 858912108 1806 23175 SH SOLE 775 0 22400
VARIAN MEDICAL SYSTEMS COM 92220P105 3803 56650 SH SOLE 1850 0 54800
VISA INC COM 92826C839 1408668 13874399 SH SOLE 9524969 0 4349430
VOLCANO CORP COM 928645100 1904 80050 SH SOLE 2650 0 77400
WW GRAINGER INC COM 384802104 487125 2602303 SH SOLE 1767726 0 834577