Sands Capital Management as of March 31, 2015
Portfolio Holdings for Sands Capital Management
Sands Capital Management holds 49 positions in its portfolio as reported in the March 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Visa (V) | 7.8 | $3.3B | 50M | 65.41 | |
| Facebook Inc cl a (META) | 5.6 | $2.3B | 28M | 82.22 | |
| Regeneron Pharmaceuticals (REGN) | 5.4 | $2.3B | 5.0M | 451.48 | |
| Baidu (BIDU) | 5.1 | $2.1B | 10M | 208.40 | |
| Biogen Idec (BIIB) | 5.0 | $2.1B | 5.0M | 422.24 | |
| salesforce (CRM) | 4.3 | $1.8B | 27M | 66.81 | |
| Linkedin Corp | 4.3 | $1.8B | 7.2M | 249.86 | |
| Alibaba Group Holding (BABA) | 3.9 | $1.6B | 20M | 83.24 | |
| priceline.com Incorporated | 3.9 | $1.6B | 1.4M | 1164.15 | |
| BioMarin Pharmaceutical (BMRN) | 3.7 | $1.5B | 12M | 124.62 | |
| Monsanto Company | 3.5 | $1.5B | 13M | 112.54 | |
| Schlumberger (SLB) | 3.2 | $1.4B | 16M | 83.44 | |
| Nike (NKE) | 3.2 | $1.4B | 14M | 100.33 | |
| Charles Schwab Corporation (SCHW) | 3.2 | $1.3B | 44M | 30.44 | |
| Cerner Corporation | 3.1 | $1.3B | 18M | 73.26 | |
| Chipotle Mexican Grill (CMG) | 3.0 | $1.3B | 1.9M | 650.54 | |
| 3.0 | $1.2B | 2.2M | 554.70 | ||
| Asml Holding (ASML) | 2.8 | $1.2B | 12M | 101.03 | |
| Las Vegas Sands (LVS) | 2.4 | $1.0B | 18M | 55.04 | |
| ARM Holdings | 2.3 | $959M | 19M | 49.30 | |
| Google Inc Class C | 2.3 | $954M | 1.7M | 548.00 | |
| Adobe Systems Incorporated (ADBE) | 2.2 | $922M | 13M | 73.94 | |
| Alexion Pharmaceuticals | 2.1 | $902M | 5.2M | 173.30 | |
| Whole Foods Market | 2.1 | $872M | 17M | 52.08 | |
| Twenty-first Century Fox | 1.9 | $806M | 24M | 33.84 | |
| FMC Technologies | 1.8 | $762M | 21M | 37.01 | |
| stock | 1.7 | $724M | 12M | 59.20 | |
| athenahealth | 1.4 | $572M | 4.8M | 119.39 | |
| Southwestern Energy Company | 1.2 | $501M | 22M | 23.19 | |
| Lendingclub | 1.1 | $471M | 24M | 19.65 | |
| Workday Inc cl a (WDAY) | 1.1 | $440M | 5.2M | 84.41 | |
| Medidata Solutions | 0.6 | $265M | 5.4M | 49.04 | |
| Kansas City Southern | 0.5 | $210M | 2.1M | 102.08 | |
| MercadoLibre (MELI) | 0.5 | $203M | 1.7M | 122.52 | |
| Ishares Inc msci india index (INDA) | 0.3 | $120M | 3.7M | 31.98 | |
| Spdr S&p 500 Etf (SPY) | 0.2 | $80M | 388k | 206.43 | |
| Discovery Communications | 0.1 | $45M | 1.5M | 30.76 | |
| Discovery Communications | 0.1 | $43M | 1.5M | 29.47 | |
| qunar Cayman Is Ltd spns adr cl b | 0.1 | $38M | 916k | 41.25 | |
| Mindray Medical International | 0.0 | $17M | 634k | 27.35 | |
| Guidewire Software (GWRE) | 0.0 | $17M | 328k | 52.61 | |
| IPG Photonics Corporation (IPGP) | 0.0 | $13M | 137k | 92.70 | |
| NetSuite | 0.0 | $13M | 142k | 92.76 | |
| Ansys (ANSS) | 0.0 | $7.1M | 80k | 88.19 | |
| Credicorp (BAP) | 0.0 | $10M | 72k | 140.63 | |
| CoStar (CSGP) | 0.0 | $6.2M | 32k | 197.81 | |
| iShares S&P India Nifty 50 Index Fund (INDY) | 0.0 | $3.1M | 100k | 31.34 | |
| Tripadvisor (TRIP) | 0.0 | $6.0M | 72k | 83.16 | |
| Cisco Systems (CSCO) | 0.0 | $330k | 12k | 27.50 |
