Sands Capital Management as of Sept. 30, 2012
Portfolio Holdings for Sands Capital Management
Sands Capital Management holds 0 positions in its portfolio as reported in the September 2012 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 6652 202505 SH SOLE 154505 0 48000
ALEXION PHARMACEUTICALS INC COM 015351109 898179 7851217 SH SOLE 5667187 0 2184030
ALLERGAN COM 018490102 911984 9958329 SH SOLE 7143455 0 2814874
AMAZON.COM COM 023135106 1905439 7492289 SH SOLE 5399085 0 2093204
ANSYS INC COM 03662Q105 15710 214035 SH SOLE 163535 0 50500
APPLE COM 037833100 2407605 3609061 SH SOLE 2606044 0 1003017
ARM HOLDINGS PLC - ADR ADR 042068106 15383 549785 SH SOLE 419385 0 130400
ASML HOLDING NV ADR ADR N07059186 786668 14654767 SH SOLE 10556702 0 4098065
ATHENAHEALTH, INC COM 04685W103 299456 3263110 SH SOLE 2346350 0 916760
BAIDU INC - ADR ADR 056752108 10573 90455 SH SOLE 75455 0 15000
BIOMARIN PHARMACEUTICAL INC. COM 09061G101 72186 1793000 SH SOLE 1270500 0 522500
CERNER CORP COM 156782104 623307 8054102 SH SOLE 5765392 0 2288710
CISCO SYSTEMS COM 17275R102 267 14000 SH SOLE 7500 0 6500
COACH, INC. COM 189754104 584368 10431426 SH SOLE 7524464 0 2906962
CONCUR TECHNOLOGIES INC COM 206708109 16357 221844 SH SOLE 178460 0 43384
F5 NETWORKS INC COM 315616102 502819 4805225 SH SOLE 3475679 0 1329546
FACEBOOK INC - A CL A 30303M102 370641 17111785 SH SOLE 12260772 0 4851013
FMC TECHNOLOGIES COM 30249U101 579543 12517118 SH SOLE 9007032 0 3510086
GOOGLE CL A 38259P508 1874290 2484149 SH SOLE 1793232 0 690917
INTERCONTINENTAL EXCHANGE COM 45865V100 534964 4009925 SH SOLE 2887149 0 1122776
INTUITIVE SURGICAL COM 46120E602 539092 1087690 SH SOLE 783096 0 304594
IPG PHOTONICS CORP COM 44980X109 15005 261860 SH SOLE 199660 0 62200
ISHARES TR RUSSELL1000GRW 464287614 454 6800 SH SOLE 6800 0 0
LAS VEGAS SANDS COM 517834107 771355 16634796 SH SOLE 12039981 0 4594815
MERCADOLIBRE ADR 58733R102 127308 1542190 SH SOLE 1121300 0 420890
NATIONAL OILWELL VARCO COM 637071101 727980 9087257 SH SOLE 6549452 0 2537805
NETSUITE INC COM 64118Q107 26069 408600 SH SOLE 323900 0 84700
NIKE COM 654106103 677135 7134494 SH SOLE 5133439 0 2001055
PRAXAIR, INC. COM 74005P104 683137 6576215 SH SOLE 4732485 0 1843730
PRICELINE.COM INC COM 741503403 706380 1141034 SH SOLE 821527 0 319507
QUALCOMM COM 747525103 1214494 19441228 SH SOLE 14044148 0 5397080
REGENERON PHARMACEUTICALS COM 75886F107 585355 3834373 SH SOLE 2771800 0 1062573
SALESFORCE.COM COM 79466L302 1607154 10525604 SH SOLE 7602374 0 2923230
SCHLUMBERGER COM 806857108 848090 11725291 SH SOLE 8464820 0 3260471
SOUTHWESTERN ENERGY COMPANY COM 845467109 372955 10723260 SH SOLE 7730505 0 2992755
STARBUCKS COM 855244109 531633 10483782 SH SOLE 7567347 0 2916435
VISA INC COM 92826C839 1849549 13773824 SH SOLE 9941514 0 3832310
WW GRAINGER INC COM 384802104 617130 2961702 SH SOLE 2140787 0 820915