Sands Capital Management as of March 31, 2016
Portfolio Holdings for Sands Capital Management
Sands Capital Management holds 51 positions in its portfolio as reported in the March 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Visa (V) | 9.1 | $3.1B | 40M | 76.48 | |
| Facebook Inc cl a (META) | 8.1 | $2.8B | 24M | 114.10 | |
| salesforce (CRM) | 5.3 | $1.8B | 24M | 73.83 | |
| Alibaba Group Holding (BABA) | 4.9 | $1.7B | 21M | 79.03 | |
| Baidu (BIDU) | 4.6 | $1.5B | 8.1M | 190.88 | |
| Alphabet Inc Class A cs (GOOGL) | 4.5 | $1.5B | 2.0M | 762.90 | |
| Amazon (AMZN) | 4.1 | $1.4B | 2.3M | 593.64 | |
| priceline.com Incorporated | 3.8 | $1.3B | 985k | 1288.96 | |
| Regeneron Pharmaceuticals (REGN) | 3.6 | $1.2B | 3.4M | 360.44 | |
| Adobe Systems Incorporated (ADBE) | 3.1 | $1.0B | 11M | 93.80 | |
| Charles Schwab Corporation (SCHW) | 3.0 | $1.0B | 37M | 28.02 | |
| Monsanto Company | 2.9 | $968M | 11M | 87.74 | |
| BioMarin Pharmaceutical (BMRN) | 2.8 | $954M | 12M | 82.48 | |
| Illumina (ILMN) | 2.7 | $909M | 5.6M | 162.11 | |
| Edwards Lifesciences (EW) | 2.6 | $897M | 10M | 88.21 | |
| Linkedin Corp | 2.5 | $840M | 7.3M | 114.35 | |
| Biogen Idec (BIIB) | 2.4 | $818M | 3.1M | 260.32 | |
| Under Armour (UAA) | 2.2 | $758M | 8.9M | 84.83 | |
| Chipotle Mexican Grill (CMG) | 2.2 | $734M | 1.6M | 470.97 | |
| Alphabet Inc Class C cs (GOOG) | 2.2 | $733M | 984k | 744.95 | |
| Alexion Pharmaceuticals | 2.1 | $726M | 5.2M | 139.22 | |
| Palo Alto Networks (PANW) | 2.1 | $700M | 4.3M | 163.14 | |
| Netflix (NFLX) | 1.9 | $657M | 6.4M | 102.23 | |
| Cerner Corporation | 1.9 | $647M | 12M | 52.96 | |
| stock | 1.6 | $528M | 11M | 48.93 | |
| Schlumberger (SLB) | 1.5 | $519M | 7.0M | 73.75 | |
| athenahealth | 1.5 | $498M | 3.6M | 138.78 | |
| Workday Inc cl a (WDAY) | 1.4 | $477M | 6.2M | 76.84 | |
| Asml Holding (ASML) | 1.3 | $455M | 4.5M | 100.39 | |
| Mobileye | 1.2 | $394M | 11M | 37.29 | |
| Nike (NKE) | 1.1 | $385M | 6.3M | 61.47 | |
| Lendingclub | 0.9 | $318M | 38M | 8.30 | |
| Las Vegas Sands (LVS) | 0.9 | $306M | 5.9M | 51.68 | |
| Incyte Corporation (INCY) | 0.8 | $277M | 3.8M | 72.47 | |
| Kansas City Southern | 0.8 | $262M | 3.1M | 85.45 | |
| Whole Foods Market | 0.8 | $258M | 8.3M | 31.11 | |
| Ishares Inc msci india index (INDA) | 0.5 | $178M | 6.6M | 27.12 | |
| Medidata Solutions | 0.5 | $160M | 4.1M | 38.71 | |
| Taiwan Semiconductor Mfg (TSM) | 0.1 | $36M | 1.4M | 26.20 | |
| MercadoLibre (MELI) | 0.1 | $39M | 329k | 117.85 | |
| Credicorp (BAP) | 0.1 | $33M | 248k | 131.01 | |
| ARM Holdings | 0.1 | $23M | 516k | 43.69 | |
| Ctrip.com International | 0.1 | $20M | 442k | 44.26 | |
| Guidewire Software (GWRE) | 0.0 | $12M | 228k | 54.48 | |
| CoStar (CSGP) | 0.0 | $9.1M | 48k | 188.16 | |
| NetSuite | 0.0 | $9.4M | 137k | 68.49 | |
| iShares S&P India Nifty 50 Index Fund (INDY) | 0.0 | $9.2M | 343k | 26.90 | |
| Ansys (ANSS) | 0.0 | $6.8M | 77k | 89.46 | |
| IPG Photonics Corporation (IPGP) | 0.0 | $4.9M | 51k | 96.08 | |
| Microsoft Corporation (MSFT) | 0.0 | $235k | 4.3k | 55.29 | |
| Cisco Systems (CSCO) | 0.0 | $322k | 11k | 28.50 |
