Sands Capital Management as of June 30, 2016
Portfolio Holdings for Sands Capital Management
Sands Capital Management holds 52 positions in its portfolio as reported in the June 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Visa (V) | 8.6 | $2.8B | 37M | 74.17 | |
| Facebook Inc cl a (META) | 8.1 | $2.6B | 23M | 114.28 | |
| salesforce (CRM) | 5.6 | $1.8B | 23M | 79.41 | |
| Amazon (AMZN) | 5.3 | $1.7B | 2.4M | 715.62 | |
| Alibaba Group Holding (BABA) | 4.9 | $1.6B | 20M | 79.53 | |
| priceline.com Incorporated | 4.6 | $1.5B | 1.2M | 1248.41 | |
| Alphabet Inc Class A cs (GOOGL) | 4.1 | $1.3B | 1.9M | 703.53 | |
| Baidu (BIDU) | 3.8 | $1.2B | 7.5M | 165.15 | |
| Monsanto Company | 3.1 | $1.0B | 9.8M | 103.41 | |
| Adobe Systems Incorporated (ADBE) | 3.1 | $1.0B | 11M | 95.79 | |
| Edwards Lifesciences (EW) | 3.0 | $959M | 9.6M | 99.73 | |
| Illumina (ILMN) | 2.9 | $934M | 6.6M | 140.38 | |
| Regeneron Pharmaceuticals (REGN) | 2.9 | $929M | 2.7M | 349.23 | |
| Charles Schwab Corporation (SCHW) | 2.7 | $880M | 35M | 25.31 | |
| BioMarin Pharmaceutical (BMRN) | 2.6 | $849M | 11M | 77.80 | |
| Linkedin Corp | 2.5 | $795M | 4.2M | 189.25 | |
| Netflix (NFLX) | 2.2 | $724M | 7.9M | 91.48 | |
| Chipotle Mexican Grill (CMG) | 2.2 | $724M | 1.8M | 402.76 | |
| Biogen Idec (BIIB) | 2.2 | $718M | 3.0M | 241.82 | |
| Cerner Corporation | 2.1 | $675M | 12M | 58.60 | |
| Alphabet Inc Class C cs (GOOG) | 2.0 | $646M | 933k | 692.10 | |
| Alexion Pharmaceuticals | 1.8 | $569M | 4.9M | 116.76 | |
| Palo Alto Networks (PANW) | 1.8 | $571M | 4.7M | 122.64 | |
| stock | 1.7 | $548M | 10M | 54.18 | |
| Schlumberger (SLB) | 1.6 | $520M | 6.6M | 79.08 | |
| athenahealth | 1.4 | $464M | 3.4M | 138.01 | |
| Mobileye | 1.4 | $455M | 9.9M | 46.14 | |
| Workday Inc cl a (WDAY) | 1.4 | $448M | 6.0M | 74.67 | |
| Asml Holding (ASML) | 1.3 | $434M | 4.4M | 99.21 | |
| Whole Foods Market | 1.2 | $394M | 12M | 32.02 | |
| Incyte Corporation (INCY) | 1.1 | $357M | 4.5M | 79.98 | |
| Under Armour (UAA) | 1.0 | $338M | 8.4M | 40.13 | |
| Nike (NKE) | 1.0 | $334M | 6.0M | 55.20 | |
| Under Armour Inc Cl C (UA) | 0.9 | $309M | 8.5M | 36.40 | |
| Kansas City Southern | 0.8 | $267M | 3.0M | 90.09 | |
| Las Vegas Sands (LVS) | 0.8 | $248M | 5.7M | 43.49 | |
| Medidata Solutions | 0.6 | $188M | 4.0M | 46.87 | |
| Ishares Inc msci india index (INDA) | 0.5 | $158M | 5.7M | 27.92 | |
| Lendingclub | 0.5 | $154M | 36M | 4.30 | |
| MercadoLibre (MELI) | 0.2 | $53M | 377k | 140.67 | |
| Credicorp (BAP) | 0.1 | $44M | 284k | 154.33 | |
| Taiwan Semiconductor Mfg (TSM) | 0.1 | $40M | 1.5M | 26.23 | |
| ARM Holdings | 0.1 | $24M | 515k | 45.51 | |
| Ctrip.com International | 0.1 | $21M | 507k | 41.20 | |
| Guidewire Software (GWRE) | 0.0 | $14M | 228k | 61.76 | |
| CoStar (CSGP) | 0.0 | $11M | 48k | 218.65 | |
| NetSuite | 0.0 | $9.9M | 137k | 72.80 | |
| Ansys (ANSS) | 0.0 | $6.9M | 76k | 90.75 | |
| Servicenow (NOW) | 0.0 | $5.9M | 89k | 66.40 | |
| IPG Photonics Corporation (IPGP) | 0.0 | $4.1M | 51k | 79.99 | |
| Microsoft Corporation (MSFT) | 0.0 | $217k | 4.3k | 51.06 | |
| Cisco Systems (CSCO) | 0.0 | $324k | 11k | 28.67 |
