Sands Capital Management as of Sept. 30, 2014
Portfolio Holdings for Sands Capital Management
Sands Capital Management holds 51 positions in its portfolio as reported in the September 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Visa (V) | 6.7 | $2.7B | 13M | 213.37 | |
| Baidu (BIDU) | 6.1 | $2.5B | 11M | 218.23 | |
| Facebook Inc cl a (META) | 5.7 | $2.3B | 29M | 79.04 | |
| Amazon (AMZN) | 5.2 | $2.1B | 6.5M | 322.44 | |
| Regeneron Pharmaceuticals (REGN) | 4.5 | $1.8B | 5.0M | 360.52 | |
| Biogen Idec (BIIB) | 4.1 | $1.6B | 5.0M | 330.81 | |
| salesforce (CRM) | 3.8 | $1.5B | 27M | 57.53 | |
| Nike (NKE) | 3.6 | $1.4B | 16M | 89.20 | |
| Monsanto Company | 3.6 | $1.4B | 13M | 112.51 | |
| Linkedin Corp | 3.5 | $1.4B | 6.9M | 207.79 | |
| 3.5 | $1.4B | 2.4M | 588.41 | ||
| Schlumberger (SLB) | 3.5 | $1.4B | 14M | 101.69 | |
| priceline.com Incorporated | 3.5 | $1.4B | 1.2M | 1158.58 | |
| Chipotle Mexican Grill (CMG) | 3.3 | $1.3B | 2.0M | 666.59 | |
| Charles Schwab Corporation (SCHW) | 3.1 | $1.3B | 43M | 29.39 | |
| Asml Holding (ASML) | 2.8 | $1.1B | 12M | 98.82 | |
| Google Inc Class C | 2.6 | $1.1B | 1.8M | 577.36 | |
| Cerner Corporation | 2.6 | $1.0B | 18M | 59.57 | |
| National-Oilwell Var | 2.5 | $1.0B | 13M | 76.10 | |
| Las Vegas Sands (LVS) | 2.3 | $933M | 15M | 62.21 | |
| FMC Technologies | 2.3 | $914M | 17M | 54.31 | |
| Alexion Pharmaceuticals | 2.2 | $881M | 5.3M | 165.82 | |
| ARM Holdings | 2.2 | $877M | 20M | 43.69 | |
| BioMarin Pharmaceutical (BMRN) | 2.2 | $873M | 12M | 72.16 | |
| stock | 2.0 | $791M | 14M | 55.36 | |
| Southwestern Energy Company (SWN) | 1.9 | $769M | 22M | 34.95 | |
| Adobe Systems Incorporated (ADBE) | 1.7 | $681M | 9.8M | 69.19 | |
| athenahealth | 1.6 | $639M | 4.9M | 131.69 | |
| Whole Foods Market | 1.6 | $633M | 17M | 38.11 | |
| Twenty-first Century Fox | 1.6 | $627M | 18M | 34.29 | |
| Alibaba Group Holding (BABA) | 1.5 | $587M | 6.6M | 88.85 | |
| Workday Inc cl a (WDAY) | 0.8 | $344M | 4.2M | 82.50 | |
| Kansas City Southern | 0.6 | $226M | 1.9M | 121.20 | |
| Medidata Solutions | 0.5 | $216M | 4.9M | 44.29 | |
| MercadoLibre (MELI) | 0.4 | $157M | 1.4M | 108.65 | |
| Discovery Communications | 0.1 | $49M | 1.3M | 37.28 | |
| Discovery Communications | 0.1 | $50M | 1.3M | 37.80 | |
| Guidewire Software (GWRE) | 0.1 | $23M | 510k | 44.34 | |
| NetSuite | 0.1 | $20M | 228k | 89.54 | |
| qunar Cayman Is Ltd spns adr cl b | 0.1 | $19M | 702k | 27.65 | |
| Mindray Medical International | 0.0 | $15M | 485k | 30.16 | |
| IPG Photonics Corporation (IPGP) | 0.0 | $14M | 209k | 68.78 | |
| Spdr S&p 500 Etf (SPY) | 0.0 | $12M | 63k | 197.02 | |
| Yandex Nv-a (YNDX) | 0.0 | $13M | 470k | 27.79 | |
| Ansys (ANSS) | 0.0 | $9.3M | 124k | 75.67 | |
| Sap (SAP) | 0.0 | $8.0M | 111k | 72.16 | |
| Tripadvisor (TRIP) | 0.0 | $9.4M | 103k | 91.42 | |
| E2open | 0.0 | $8.1M | 866k | 9.31 | |
| iShares MSCI Emerging Markets Indx (EEM) | 0.0 | $2.8M | 68k | 41.56 | |
| Microsoft Corporation (MSFT) | 0.0 | $204k | 4.4k | 46.36 | |
| Cisco Systems (CSCO) | 0.0 | $302k | 12k | 25.17 |
