Sands Capital Management as of June 30, 2013
Portfolio Holdings for Sands Capital Management
Sands Capital Management holds 39 positions in its portfolio as reported in the June 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Visa (V) | 8.9 | $2.6B | 14M | 182.75 | |
| 8.2 | $2.4B | 2.8M | 880.37 | ||
| Amazon (AMZN) | 7.8 | $2.3B | 8.4M | 277.69 | |
| salesforce (CRM) | 6.0 | $1.8B | 47M | 38.18 | |
| Asml Holding (ASML) | 4.4 | $1.3B | 17M | 79.11 | |
| priceline.com Incorporated | 4.2 | $1.2B | 1.5M | 826.67 | |
| Nike (NKE) | 4.1 | $1.2B | 19M | 63.68 | |
| Schlumberger (SLB) | 3.6 | $1.1B | 15M | 71.66 | |
| Chipotle Mexican Grill (CMG) | 3.5 | $1.0B | 2.8M | 364.35 | |
| Cerner Corporation | 3.3 | $983M | 10M | 96.09 | |
| Biogen Idec (BIIB) | 3.3 | $983M | 4.6M | 215.20 | |
| Facebook Inc cl a (META) | 3.0 | $889M | 36M | 24.88 | |
| Baidu (BIDU) | 3.0 | $874M | 9.2M | 94.60 | |
| Praxair | 2.9 | $855M | 7.4M | 115.16 | |
| Las Vegas Sands (LVS) | 2.8 | $827M | 16M | 52.93 | |
| Allergan | 2.7 | $809M | 9.6M | 84.24 | |
| FMC Technologies | 2.6 | $785M | 14M | 55.68 | |
| Alexion Pharmaceuticals | 2.6 | $777M | 8.4M | 92.24 | |
| Starbucks Corporation (SBUX) | 2.5 | $738M | 11M | 65.51 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 2.4 | $725M | 7.2M | 100.12 | |
| National-Oilwell Var | 2.4 | $720M | 10M | 68.90 | |
| Regeneron Pharmaceuticals (REGN) | 2.4 | $706M | 3.1M | 224.88 | |
| Southwestern Energy Company (SWN) | 2.2 | $661M | 18M | 36.53 | |
| ARM Holdings | 2.2 | $652M | 18M | 36.23 | |
| Intuitive Surgical (ISRG) | 2.1 | $634M | 1.3M | 506.13 | |
| BioMarin Pharmaceutical (BMRN) | 2.1 | $632M | 11M | 55.74 | |
| stock | 1.3 | $398M | 8.6M | 46.36 | |
| F5 Networks (FFIV) | 1.1 | $327M | 4.8M | 68.80 | |
| athenahealth | 1.0 | $301M | 3.5M | 84.73 | |
| MercadoLibre (MELI) | 0.7 | $209M | 1.9M | 107.76 | |
| NetSuite | 0.1 | $27M | 297k | 91.74 | |
| Concur Technologies | 0.1 | $18M | 215k | 81.38 | |
| Ansys (ANSS) | 0.1 | $16M | 214k | 73.10 | |
| Sap (SAP) | 0.1 | $14M | 194k | 72.83 | |
| IPG Photonics Corporation (IPGP) | 0.1 | $15M | 250k | 60.73 | |
| Qualcomm (QCOM) | 0.0 | $13M | 207k | 61.09 | |
| Guidewire Software (GWRE) | 0.0 | $13M | 304k | 42.05 | |
| Yandex Nv-a (YNDX) | 0.0 | $8.9M | 321k | 27.65 | |
| Cisco Systems (CSCO) | 0.0 | $341k | 14k | 24.36 |
