Sands Capital Management as of Dec. 31, 2014
Portfolio Holdings for Sands Capital Management
Sands Capital Management holds 54 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Visa (V) | 7.9 | $3.3B | 13M | 262.20 | |
| Baidu (BIDU) | 5.9 | $2.5B | 11M | 227.97 | |
| Facebook Inc cl a (META) | 5.3 | $2.3B | 29M | 78.02 | |
| Regeneron Pharmaceuticals (REGN) | 4.9 | $2.0B | 5.0M | 410.25 | |
| Alibaba Group Holding (BABA) | 4.8 | $2.0B | 20M | 103.94 | |
| salesforce (CRM) | 4.0 | $1.7B | 29M | 59.31 | |
| Biogen Idec (BIIB) | 4.0 | $1.7B | 5.0M | 339.45 | |
| priceline.com Incorporated | 3.7 | $1.5B | 1.4M | 1140.21 | |
| Monsanto Company | 3.7 | $1.5B | 13M | 119.47 | |
| Linkedin Corp | 3.7 | $1.5B | 6.7M | 229.71 | |
| Schlumberger (SLB) | 3.2 | $1.4B | 16M | 85.41 | |
| Chipotle Mexican Grill (CMG) | 3.2 | $1.3B | 2.0M | 684.51 | |
| Charles Schwab Corporation (SCHW) | 3.1 | $1.3B | 44M | 30.19 | |
| Nike (NKE) | 3.1 | $1.3B | 14M | 96.15 | |
| 3.0 | $1.2B | 2.4M | 530.66 | ||
| Asml Holding (ASML) | 3.0 | $1.2B | 12M | 107.83 | |
| Cerner Corporation | 2.7 | $1.1B | 18M | 64.66 | |
| BioMarin Pharmaceutical (BMRN) | 2.6 | $1.1B | 12M | 90.40 | |
| Las Vegas Sands (LVS) | 2.5 | $1.1B | 18M | 58.16 | |
| Alexion Pharmaceuticals | 2.3 | $975M | 5.3M | 185.03 | |
| Adobe Systems Incorporated (ADBE) | 2.2 | $944M | 13M | 72.70 | |
| Google Inc Class C | 2.2 | $942M | 1.8M | 526.40 | |
| ARM Holdings | 2.2 | $914M | 20M | 46.30 | |
| Twenty-first Century Fox | 2.1 | $896M | 23M | 38.41 | |
| Whole Foods Market | 2.0 | $831M | 17M | 50.42 | |
| stock | 1.9 | $817M | 14M | 58.95 | |
| FMC Technologies | 1.9 | $789M | 17M | 46.84 | |
| National-Oilwell Var | 1.7 | $709M | 11M | 65.53 | |
| athenahealth | 1.7 | $701M | 4.8M | 145.70 | |
| Southwestern Energy Company (SWN) | 1.4 | $594M | 22M | 27.29 | |
| Workday Inc cl a (WDAY) | 0.8 | $347M | 4.3M | 81.61 | |
| Lendingclub | 0.6 | $255M | 10M | 25.30 | |
| Medidata Solutions | 0.6 | $245M | 5.1M | 47.75 | |
| Kansas City Southern | 0.6 | $238M | 2.0M | 122.03 | |
| MercadoLibre (MELI) | 0.5 | $203M | 1.6M | 127.67 | |
| Spdr S&p 500 Etf (SPY) | 0.2 | $80M | 388k | 205.54 | |
| Ishares Inc msci india index (INDA) | 0.2 | $80M | 2.7M | 29.95 | |
| Discovery Communications | 0.1 | $47M | 1.4M | 33.72 | |
| Discovery Communications | 0.1 | $48M | 1.4M | 34.45 | |
| qunar Cayman Is Ltd spns adr cl b | 0.1 | $26M | 914k | 28.43 | |
| Mindray Medical International | 0.0 | $17M | 634k | 26.40 | |
| NetSuite | 0.0 | $15M | 141k | 109.17 | |
| Guidewire Software (GWRE) | 0.0 | $16M | 324k | 50.63 | |
| Yandex Nv-a (YNDX) | 0.0 | $11M | 614k | 17.96 | |
| Ansys (ANSS) | 0.0 | $6.5M | 79k | 82.00 | |
| IPG Photonics Corporation (IPGP) | 0.0 | $10M | 135k | 74.92 | |
| Sap (SAP) | 0.0 | $4.1M | 59k | 69.66 | |
| CoStar (CSGP) | 0.0 | $5.7M | 31k | 183.64 | |
| iShares Russell 1000 Growth Index (IWF) | 0.0 | $2.7M | 28k | 95.61 | |
| Tripadvisor (TRIP) | 0.0 | $5.3M | 71k | 74.66 | |
| E2open | 0.0 | $5.2M | 540k | 9.61 | |
| Microsoft Corporation (MSFT) | 0.0 | $204k | 4.4k | 46.36 | |
| Cisco Systems (CSCO) | 0.0 | $334k | 12k | 27.83 | |
| Amazon (AMZN) | 0.0 | $875k | 2.8k | 310.28 |
