Sands Capital Management as of June 30, 2015
Portfolio Holdings for Sands Capital Management
Sands Capital Management holds 51 positions in its portfolio as reported in the June 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Visa (V) | 8.0 | $3.2B | 48M | 67.15 | |
| Facebook Inc cl a (META) | 5.7 | $2.3B | 27M | 85.77 | |
| Regeneron Pharmaceuticals (REGN) | 5.3 | $2.2B | 4.2M | 510.13 | |
| Baidu (BIDU) | 4.7 | $1.9B | 9.7M | 199.08 | |
| Biogen Idec (BIIB) | 4.7 | $1.9B | 4.7M | 403.94 | |
| salesforce (CRM) | 4.3 | $1.7B | 25M | 69.63 | |
| BioMarin Pharmaceutical (BMRN) | 3.9 | $1.6B | 12M | 136.78 | |
| Alibaba Group Holding (BABA) | 3.9 | $1.6B | 19M | 82.27 | |
| priceline.com Incorporated | 3.8 | $1.5B | 1.3M | 1151.37 | |
| Linkedin Corp | 3.8 | $1.5B | 7.4M | 206.63 | |
| Nike (NKE) | 3.5 | $1.4B | 13M | 108.02 | |
| Charles Schwab Corporation (SCHW) | 3.4 | $1.4B | 43M | 32.65 | |
| Schlumberger (SLB) | 3.3 | $1.4B | 16M | 86.19 | |
| Monsanto Company | 3.3 | $1.3B | 13M | 106.59 | |
| Alexion Pharmaceuticals | 2.9 | $1.2B | 6.5M | 180.77 | |
| Asml Holding (ASML) | 2.9 | $1.2B | 11M | 104.13 | |
| 2.8 | $1.2B | 2.1M | 540.04 | ||
| Chipotle Mexican Grill (CMG) | 2.7 | $1.1B | 1.8M | 604.99 | |
| Cerner Corporation | 2.5 | $1.0B | 15M | 69.06 | |
| Adobe Systems Incorporated (ADBE) | 2.3 | $948M | 12M | 81.01 | |
| ARM Holdings | 2.3 | $920M | 19M | 49.27 | |
| FMC Technologies | 2.0 | $821M | 20M | 41.49 | |
| stock | 2.0 | $796M | 11M | 69.62 | |
| Twenty-first Century Fox | 1.8 | $729M | 22M | 32.54 | |
| Las Vegas Sands (LVS) | 1.8 | $714M | 14M | 52.57 | |
| Whole Foods Market | 1.5 | $620M | 16M | 39.44 | |
| Illumina (ILMN) | 1.4 | $579M | 2.7M | 218.36 | |
| Google Inc Class C | 1.4 | $578M | 1.1M | 520.51 | |
| Lendingclub | 1.3 | $543M | 37M | 14.75 | |
| athenahealth | 1.3 | $515M | 4.5M | 114.58 | |
| Workday Inc cl a (WDAY) | 1.0 | $412M | 5.4M | 76.39 | |
| Palo Alto Networks (PANW) | 1.0 | $405M | 2.3M | 174.70 | |
| Medidata Solutions | 0.7 | $303M | 5.6M | 54.32 | |
| Southwestern Energy Company (SWN) | 0.7 | $265M | 12M | 22.73 | |
| MercadoLibre (MELI) | 0.6 | $243M | 1.7M | 141.70 | |
| Kansas City Southern | 0.5 | $194M | 2.1M | 91.20 | |
| Ishares Inc msci india index (INDA) | 0.3 | $140M | 4.6M | 30.26 | |
| Spdr S&p 500 Etf (SPY) | 0.1 | $61M | 297k | 205.85 | |
| Discovery Communications | 0.1 | $47M | 1.5M | 31.08 | |
| Discovery Communications | 0.1 | $50M | 1.5M | 33.26 | |
| qunar Cayman Is Ltd spns adr cl b | 0.1 | $33M | 777k | 42.85 | |
| Guidewire Software (GWRE) | 0.0 | $18M | 330k | 52.93 | |
| CoStar (CSGP) | 0.0 | $10M | 51k | 201.26 | |
| Mindray Medical International | 0.0 | $14M | 477k | 28.50 | |
| IPG Photonics Corporation (IPGP) | 0.0 | $12M | 138k | 85.18 | |
| Credicorp (BAP) | 0.0 | $14M | 97k | 138.92 | |
| NetSuite | 0.0 | $13M | 143k | 91.75 | |
| Ansys (ANSS) | 0.0 | $7.4M | 81k | 91.24 | |
| Tripadvisor (TRIP) | 0.0 | $6.4M | 73k | 87.14 | |
| iShares S&P India Nifty 50 Index Fund (INDY) | 0.0 | $5.9M | 198k | 29.86 | |
| Cisco Systems (CSCO) | 0.0 | $330k | 12k | 27.50 |
