Sands Capital Management as of March 31, 2018
Portfolio Holdings for Sands Capital Management
Sands Capital Management holds 67 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alibaba Group Holding (BABA) | 8.2 | $2.8B | 15M | 183.54 | |
| Amazon (AMZN) | 7.8 | $2.6B | 1.8M | 1447.34 | |
| Visa (V) | 6.9 | $2.3B | 20M | 119.62 | |
| Netflix (NFLX) | 5.6 | $1.9B | 6.4M | 295.35 | |
| Facebook Inc cl a (META) | 4.8 | $1.6B | 10M | 159.79 | |
| Baidu (BIDU) | 4.6 | $1.6B | 7.0M | 223.19 | |
| salesforce (CRM) | 4.1 | $1.4B | 12M | 116.30 | |
| Booking Holdings (BKNG) | 4.0 | $1.4B | 659k | 2080.39 | |
| Alphabet Inc Class A cs (GOOGL) | 3.9 | $1.3B | 1.3M | 1037.14 | |
| Charles Schwab Corporation (SCHW) | 3.7 | $1.2B | 24M | 52.22 | |
| Servicenow (NOW) | 3.6 | $1.2B | 7.4M | 165.45 | |
| Adobe Systems Incorporated (ADBE) | 3.1 | $1.1B | 4.9M | 216.08 | |
| Illumina (ILMN) | 3.1 | $1.1B | 4.5M | 236.42 | |
| Edwards Lifesciences (EW) | 2.7 | $910M | 6.5M | 139.52 | |
| Regeneron Pharmaceuticals (REGN) | 2.5 | $828M | 2.4M | 344.36 | |
| Incyte Corporation (INCY) | 2.4 | $814M | 9.8M | 83.33 | |
| Asml Holding (ASML) | 2.0 | $692M | 3.5M | 198.56 | |
| Align Technology (ALGN) | 2.0 | $681M | 2.7M | 251.13 | |
| Palo Alto Networks (PANW) | 2.0 | $681M | 3.7M | 181.52 | |
| Monster Beverage Corp (MNST) | 1.9 | $655M | 11M | 57.21 | |
| Starbucks Corporation (SBUX) | 1.9 | $651M | 11M | 57.89 | |
| Workday Inc cl a (WDAY) | 1.9 | $631M | 5.0M | 127.11 | |
| BioMarin Pharmaceutical (BMRN) | 1.7 | $588M | 7.2M | 81.07 | |
| stock | 1.7 | $569M | 5.8M | 98.39 | |
| Nike (NKE) | 1.7 | $566M | 8.5M | 66.44 | |
| CoStar (CSGP) | 1.5 | $502M | 1.4M | 362.68 | |
| Shopify Inc cl a (SHOP) | 1.2 | $419M | 3.4M | 124.59 | |
| Activision Blizzard | 1.2 | $404M | 6.0M | 67.46 | |
| Alphabet Inc Class C cs (GOOG) | 1.1 | $384M | 372k | 1031.79 | |
| Alexion Pharmaceuticals | 1.1 | $384M | 3.4M | 111.46 | |
| Las Vegas Sands (LVS) | 1.0 | $341M | 4.7M | 71.90 | |
| Loxo Oncology | 0.7 | $246M | 2.1M | 115.37 | |
| Medidata Solutions | 0.6 | $209M | 3.3M | 62.81 | |
| Galapagos Nv- (GLPG) | 0.6 | $187M | 1.9M | 99.76 | |
| Yandex Nv-a (YNDX) | 0.4 | $147M | 3.7M | 39.45 | |
| Ishares Inc msci india index (INDA) | 0.4 | $134M | 3.9M | 34.13 | |
| Ctrip.com International | 0.4 | $120M | 2.6M | 46.62 | |
| Taiwan Semiconductor Mfg (TSM) | 0.3 | $105M | 2.4M | 43.76 | |
| MercadoLibre (MELI) | 0.3 | $86M | 242k | 356.39 | |
| Makemytrip Limited Mauritius (MMYT) | 0.2 | $74M | 2.1M | 34.70 | |
| Credicorp (BAP) | 0.1 | $49M | 214k | 227.04 | |
| Grupo Aeroportuario del Sureste (ASR) | 0.1 | $35M | 206k | 170.57 | |
| HDFC Bank (HDB) | 0.1 | $26M | 258k | 98.77 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 0.1 | $28M | 2.5M | 11.27 | |
| American Tower Reit (AMT) | 0.1 | $21M | 141k | 145.34 | |
| TransDigm Group Incorporated (TDG) | 0.1 | $17M | 54k | 306.95 | |
| Mulesoft Inc cl a | 0.1 | $16M | 368k | 43.98 | |
| Zoetis Inc Cl A (ZTS) | 0.0 | $14M | 173k | 83.51 | |
| Intercontinental Exchange (ICE) | 0.0 | $13M | 173k | 72.52 | |
| Fomento Economico Mexicano SAB (FMX) | 0.0 | $9.0M | 98k | 91.43 | |
| Ross Stores (ROST) | 0.0 | $9.0M | 116k | 77.98 | |
| Verisk Analytics (VRSK) | 0.0 | $11M | 106k | 104.00 | |
| Dollar General (DG) | 0.0 | $9.9M | 105k | 93.55 | |
| Guidewire Software (GWRE) | 0.0 | $11M | 130k | 80.83 | |
| Delphi Automotive Inc international (APTV) | 0.0 | $8.7M | 102k | 84.97 | |
| Ansys (ANSS) | 0.0 | $8.3M | 53k | 156.68 | |
| Moody's Corporation (MCO) | 0.0 | $5.6M | 35k | 161.29 | |
| Union Pacific Corporation (UNP) | 0.0 | $7.9M | 58k | 134.44 | |
| Intuit (INTU) | 0.0 | $6.5M | 38k | 173.36 | |
| IPG Photonics Corporation (IPGP) | 0.0 | $7.1M | 30k | 233.37 | |
| Celgene Corporation | 0.0 | $5.9M | 66k | 89.21 | |
| Allergan | 0.0 | $7.6M | 45k | 168.29 | |
| Netshoes Cayman | 0.0 | $7.9M | 1.3M | 5.92 | |
| Live Nation Entertainment (LYV) | 0.0 | $4.6M | 110k | 42.14 | |
| Microsoft Corporation (MSFT) | 0.0 | $388k | 4.3k | 91.29 | |
| Cisco Systems (CSCO) | 0.0 | $463k | 11k | 42.87 | |
| Lendingclub | 0.0 | $247k | 70k | 3.51 |
