Sands Capital Management

Sands Capital Management as of Sept. 30, 2017

Portfolio Holdings for Sands Capital Management

Sands Capital Management holds 70 positions in its portfolio as reported in the September 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Alibaba Group Holding (BABA) 7.7 $2.6B 15M 172.71
Facebook Inc cl a (META) 7.1 $2.4B 14M 170.87
Visa (V) 7.0 $2.3B 22M 105.24
Baidu (BIDU) 5.6 $1.9B 7.6M 247.69
Amazon (AMZN) 5.3 $1.8B 1.8M 961.35
priceline.com Incorporated 4.8 $1.6B 867k 1830.82
Alphabet Inc Class A cs (GOOGL) 4.0 $1.3B 1.4M 973.72
Netflix (NFLX) 3.9 $1.3B 7.1M 181.35
salesforce (CRM) 3.8 $1.3B 13M 93.42
Regeneron Pharmaceuticals (REGN) 3.5 $1.2B 2.6M 447.12
Charles Schwab Corporation (SCHW) 3.5 $1.2B 26M 43.74
Illumina (ILMN) 2.9 $981M 4.9M 199.20
Servicenow (NOW) 2.7 $899M 7.6M 117.53
Incyte Corporation (INCY) 2.6 $884M 7.6M 116.74
Adobe Systems Incorporated (ADBE) 2.5 $840M 5.6M 149.18
Edwards Lifesciences (EW) 2.4 $791M 7.2M 109.31
BioMarin Pharmaceutical (BMRN) 2.2 $750M 8.1M 93.07
Alexion Pharmaceuticals 2.0 $670M 4.8M 140.29
Starbucks Corporation (SBUX) 2.0 $657M 12M 53.71
Chipotle Mexican Grill (CMG) 1.9 $650M 2.1M 307.83
Asml Holding (ASML) 1.9 $647M 3.8M 171.20
Monster Beverage Corp (MNST) 1.8 $590M 11M 55.25
Workday Inc cl a (WDAY) 1.7 $568M 5.4M 105.39
stock 1.6 $541M 8.1M 66.43
Palo Alto Networks (PANW) 1.3 $447M 3.1M 144.10
Activision Blizzard 1.3 $423M 6.6M 64.51
Shopify Inc cl a (SHOP) 1.3 $425M 3.6M 116.49
Alphabet Inc Class C cs (GOOG) 1.3 $422M 440k 959.11
CoStar (CSGP) 1.2 $415M 1.5M 268.25
Nike (NKE) 1.2 $391M 7.5M 51.85
Biogen Idec (BIIB) 1.1 $378M 1.2M 313.12
Las Vegas Sands (LVS) 1.0 $331M 5.2M 64.16
Medidata Solutions 0.8 $282M 3.6M 78.06
Galapagos Nv- (GLPG) 0.6 $207M 2.0M 101.75
Snap Inc cl a (SNAP) 0.6 $208M 14M 14.54
Ishares Inc msci india index (INDA) 0.6 $198M 6.0M 32.85
Lendingclub 0.4 $145M 24M 6.09
Under Armour (UAA) 0.3 $112M 6.8M 16.48
Under Armour Inc Cl C (UA) 0.3 $104M 6.9M 15.02
MercadoLibre (MELI) 0.3 $100M 386k 258.93
Yandex Nv-a (YNDX) 0.3 $100M 3.0M 32.95
athenahealth 0.3 $98M 787k 124.36
Ctrip.com International 0.3 $90M 1.7M 52.74
Taiwan Semiconductor Mfg (TSM) 0.2 $74M 2.0M 37.55
Credicorp (BAP) 0.2 $53M 260k 205.02
Makemytrip Limited Mauritius (MMYT) 0.2 $55M 1.9M 28.75
Grupo Aeroportuario del Sureste (ASR) 0.1 $22M 115k 190.82
Netshoes Cayman 0.1 $16M 1.2M 13.15
American Tower Reit (AMT) 0.0 $11M 83k 136.68
Guidewire Software (GWRE) 0.0 $11M 139k 77.86
Mulesoft Inc cl a 0.0 $12M 569k 20.14
Ansys (ANSS) 0.0 $7.0M 57k 122.73
HDFC Bank (HDB) 0.0 $8.1M 84k 96.37
IPG Photonics Corporation (IPGP) 0.0 $5.6M 31k 185.05
TransDigm Group Incorporated (TDG) 0.0 $1.9M 7.6k 255.63
Fomento Economico Mexicano SAB (FMX) 0.0 $1.2M 12k 95.56
Microsoft Corporation (MSFT) 0.0 $317k 4.3k 74.59
Moody's Corporation (MCO) 0.0 $981k 7.0k 139.17
Bristol Myers Squibb (BMY) 0.0 $1.1M 17k 63.73
Cisco Systems (CSCO) 0.0 $363k 11k 33.61
Union Pacific Corporation (UNP) 0.0 $846k 7.3k 115.95
Ross Stores (ROST) 0.0 $739k 11k 64.61
Verisk Analytics (VRSK) 0.0 $1.1M 13k 83.16
Intuit (INTU) 0.0 $668k 4.7k 142.16
Celgene Corporation 0.0 $602k 4.1k 145.76
Dollar General (DG) 0.0 $1.5M 19k 81.08
O'reilly Automotive (ORLY) 0.0 $543k 2.5k 215.48
Zoetis Inc Cl A (ZTS) 0.0 $1.5M 24k 63.78
Intercontinental Exchange (ICE) 0.0 $1.5M 22k 68.71
Allergan 0.0 $1.2M 5.6k 204.88