Sands Capital Management as of Sept. 30, 2013
Portfolio Holdings for Sands Capital Management
Sands Capital Management holds 42 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Visa (V) | 7.3 | $2.6B | 14M | 191.10 | |
| Amazon (AMZN) | 6.8 | $2.4B | 7.8M | 312.64 | |
| salesforce (CRM) | 6.5 | $2.3B | 45M | 51.91 | |
| 6.3 | $2.3B | 2.6M | 875.91 | ||
| Baidu (BIDU) | 6.0 | $2.2B | 14M | 155.18 | |
| Facebook Inc cl a (META) | 4.9 | $1.8B | 35M | 50.23 | |
| priceline.com Incorporated | 4.6 | $1.7B | 1.6M | 1010.95 | |
| Asml Holding (ASML) | 4.6 | $1.6B | 17M | 98.76 | |
| Nike (NKE) | 3.8 | $1.4B | 19M | 72.64 | |
| Schlumberger (SLB) | 3.8 | $1.3B | 15M | 88.36 | |
| Chipotle Mexican Grill (CMG) | 3.3 | $1.2B | 2.8M | 428.80 | |
| Regeneron Pharmaceuticals (REGN) | 3.3 | $1.2B | 3.8M | 312.87 | |
| Biogen Idec (BIIB) | 3.1 | $1.1B | 4.6M | 240.76 | |
| Las Vegas Sands (LVS) | 3.0 | $1.1B | 16M | 66.42 | |
| Monsanto Company | 3.0 | $1.1B | 10M | 104.37 | |
| ARM Holdings | 2.7 | $981M | 20M | 48.12 | |
| Cerner Corporation | 2.6 | $950M | 18M | 52.55 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 2.5 | $897M | 7.5M | 119.46 | |
| Alexion Pharmaceuticals | 2.4 | $876M | 7.5M | 116.16 | |
| FMC Technologies | 2.2 | $792M | 14M | 55.42 | |
| National-Oilwell Var | 2.2 | $793M | 10M | 78.11 | |
| BioMarin Pharmaceutical (BMRN) | 2.1 | $741M | 10M | 72.17 | |
| Allergan | 1.9 | $671M | 7.4M | 90.45 | |
| Starbucks Corporation (SBUX) | 1.8 | $651M | 8.5M | 76.97 | |
| Southwestern Energy Company | 1.8 | $650M | 18M | 36.38 | |
| Intuitive Surgical (ISRG) | 1.7 | $617M | 1.6M | 376.27 | |
| stock | 1.4 | $507M | 8.4M | 60.04 | |
| Charles Schwab Corporation (SCHW) | 1.1 | $383M | 18M | 21.14 | |
| athenahealth | 1.1 | $377M | 3.5M | 108.58 | |
| MercadoLibre (MELI) | 0.8 | $302M | 2.2M | 134.91 | |
| Linkedin Corp | 0.8 | $286M | 1.2M | 246.06 | |
| NetSuite | 0.1 | $31M | 285k | 107.94 | |
| Guidewire Software (GWRE) | 0.1 | $17M | 351k | 47.11 | |
| Sap (SAP) | 0.0 | $14M | 187k | 73.92 | |
| Concur Technologies | 0.0 | $15M | 131k | 110.50 | |
| IPG Photonics Corporation (IPGP) | 0.0 | $13M | 237k | 56.35 | |
| Yandex Nv-a (NBIS) | 0.0 | $14M | 388k | 36.42 | |
| Ansys (ANSS) | 0.0 | $12M | 139k | 86.52 | |
| Qualcomm (QCOM) | 0.0 | $10M | 154k | 67.32 | |
| E2open | 0.0 | $10M | 448k | 22.40 | |
| F5 Networks (FFIV) | 0.0 | $8.3M | 97k | 85.81 | |
| Cisco Systems (CSCO) | 0.0 | $328k | 14k | 23.43 |
