Sands Capital Management as of Dec. 31, 2017
Portfolio Holdings for Sands Capital Management
Sands Capital Management holds 68 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alibaba Group Holding (BABA) | 7.6 | $2.5B | 15M | 172.43 | |
| Visa (V) | 7.4 | $2.4B | 21M | 114.02 | |
| Amazon (AMZN) | 7.0 | $2.3B | 2.0M | 1169.47 | |
| Facebook Inc cl a (META) | 6.8 | $2.2B | 13M | 176.46 | |
| Baidu (BIDU) | 5.2 | $1.7B | 7.3M | 234.21 | |
| priceline.com Incorporated | 4.4 | $1.5B | 836k | 1737.74 | |
| Alphabet Inc Class A cs (GOOGL) | 4.3 | $1.4B | 1.3M | 1053.40 | |
| Netflix (NFLX) | 4.0 | $1.3B | 6.8M | 191.96 | |
| salesforce (CRM) | 4.0 | $1.3B | 13M | 102.23 | |
| Charles Schwab Corporation (SCHW) | 4.0 | $1.3B | 25M | 51.37 | |
| Servicenow (NOW) | 3.2 | $1.1B | 8.1M | 130.39 | |
| Illumina (ILMN) | 3.1 | $1.0B | 4.8M | 218.49 | |
| Regeneron Pharmaceuticals (REGN) | 2.9 | $961M | 2.6M | 375.96 | |
| Adobe Systems Incorporated (ADBE) | 2.8 | $938M | 5.4M | 175.24 | |
| Edwards Lifesciences (EW) | 2.4 | $784M | 7.0M | 112.71 | |
| Incyte Corporation (INCY) | 2.4 | $776M | 8.2M | 94.71 | |
| BioMarin Pharmaceutical (BMRN) | 2.1 | $689M | 7.7M | 89.17 | |
| Starbucks Corporation (SBUX) | 2.1 | $683M | 12M | 57.43 | |
| Asml Holding (ASML) | 1.9 | $644M | 3.7M | 173.82 | |
| Monster Beverage Corp (MNST) | 1.9 | $641M | 10M | 63.29 | |
| Palo Alto Networks (PANW) | 1.7 | $574M | 4.0M | 144.94 | |
| Nike (NKE) | 1.7 | $564M | 9.0M | 62.55 | |
| Alexion Pharmaceuticals | 1.6 | $545M | 4.6M | 119.59 | |
| Workday Inc cl a (WDAY) | 1.6 | $537M | 5.3M | 101.74 | |
| stock | 1.5 | $507M | 6.1M | 82.84 | |
| CoStar (CSGP) | 1.3 | $439M | 1.5M | 296.95 | |
| Alphabet Inc Class C cs (GOOG) | 1.3 | $426M | 408k | 1046.40 | |
| Activision Blizzard | 1.2 | $402M | 6.3M | 63.32 | |
| Biogen Idec (BIIB) | 1.1 | $363M | 1.1M | 318.57 | |
| Shopify Inc cl a (SHOP) | 1.1 | $362M | 3.6M | 101.00 | |
| Las Vegas Sands (LVS) | 1.1 | $352M | 5.1M | 69.49 | |
| Ishares Inc msci india index (INDA) | 0.7 | $232M | 6.4M | 36.07 | |
| Medidata Solutions | 0.7 | $225M | 3.6M | 63.37 | |
| Loxo Oncology | 0.6 | $191M | 2.3M | 84.18 | |
| Galapagos Nv- (GLPG) | 0.6 | $187M | 2.0M | 93.76 | |
| Chipotle Mexican Grill (CMG) | 0.5 | $157M | 544k | 289.03 | |
| Yandex Nv-a (YNDX) | 0.3 | $104M | 3.2M | 32.75 | |
| MercadoLibre (MELI) | 0.3 | $93M | 296k | 314.66 | |
| Ctrip.com International | 0.3 | $94M | 2.1M | 44.10 | |
| Taiwan Semiconductor Mfg (TSM) | 0.3 | $89M | 2.3M | 39.65 | |
| Makemytrip Limited Mauritius (MMYT) | 0.2 | $61M | 2.0M | 29.85 | |
| Credicorp (BAP) | 0.1 | $43M | 207k | 207.43 | |
| Grupo Aeroportuario del Sureste (ASR) | 0.1 | $36M | 198k | 182.51 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 0.1 | $31M | 2.3M | 13.33 | |
| HDFC Bank (HDB) | 0.1 | $22M | 217k | 101.67 | |
| American Tower Reit (AMT) | 0.1 | $19M | 130k | 142.67 | |
| Mulesoft Inc cl a | 0.0 | $13M | 541k | 23.26 | |
| TransDigm Group Incorporated (TDG) | 0.0 | $11M | 41k | 274.62 | |
| Guidewire Software (GWRE) | 0.0 | $9.7M | 131k | 74.26 | |
| Zoetis Inc Cl A (ZTS) | 0.0 | $9.2M | 128k | 72.04 | |
| Netshoes Cayman | 0.0 | $10M | 1.3M | 7.90 | |
| Fomento Economico Mexicano SAB (FMX) | 0.0 | $6.1M | 66k | 93.91 | |
| Ansys (ANSS) | 0.0 | $7.9M | 53k | 147.59 | |
| Moody's Corporation (MCO) | 0.0 | $5.6M | 38k | 147.61 | |
| Union Pacific Corporation (UNP) | 0.0 | $5.2M | 39k | 134.11 | |
| Ross Stores (ROST) | 0.0 | $6.2M | 77k | 80.25 | |
| Verisk Analytics (VRSK) | 0.0 | $6.8M | 71k | 96.00 | |
| IPG Photonics Corporation (IPGP) | 0.0 | $6.5M | 30k | 214.13 | |
| Dollar General (DG) | 0.0 | $6.6M | 71k | 93.01 | |
| Intercontinental Exchange (ICE) | 0.0 | $8.1M | 115k | 70.56 | |
| Live Nation Entertainment (LYV) | 0.0 | $3.1M | 73k | 42.57 | |
| Intuit (INTU) | 0.0 | $4.0M | 25k | 157.77 | |
| Celgene Corporation | 0.0 | $4.6M | 44k | 104.35 | |
| iShares Russell 1000 Growth Index (IWF) | 0.0 | $4.9M | 37k | 134.69 | |
| Allergan | 0.0 | $4.9M | 30k | 163.57 | |
| Microsoft Corporation (MSFT) | 0.0 | $364k | 4.3k | 85.65 | |
| Cisco Systems (CSCO) | 0.0 | $414k | 11k | 38.33 | |
| Lendingclub | 0.0 | $320k | 78k | 4.13 |
