Sands Capital Management as of Sept. 30, 2018
Portfolio Holdings for Sands Capital Management
Sands Capital Management holds 68 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 8.3 | $2.9B | 1.5M | 2003.00 | |
| Visa (V) | 7.4 | $2.6B | 17M | 150.09 | |
| Alibaba Group Holding (BABA) | 7.2 | $2.5B | 15M | 164.76 | |
| Netflix (NFLX) | 5.6 | $2.0B | 5.3M | 374.13 | |
| Alphabet Inc Class A cs (GOOGL) | 4.3 | $1.5B | 1.3M | 1207.08 | |
| Illumina (ILMN) | 4.2 | $1.5B | 4.0M | 367.06 | |
| Edwards Lifesciences (EW) | 4.1 | $1.5B | 8.4M | 174.10 | |
| salesforce (CRM) | 3.9 | $1.4B | 8.8M | 159.03 | |
| Facebook Inc cl a (META) | 3.8 | $1.3B | 8.1M | 164.46 | |
| Servicenow (NOW) | 3.6 | $1.3B | 6.6M | 195.63 | |
| Booking Holdings (BKNG) | 3.3 | $1.2B | 582k | 1984.00 | |
| Adobe Systems Incorporated (ADBE) | 3.2 | $1.1B | 4.2M | 269.95 | |
| Align Technology (ALGN) | 3.1 | $1.1B | 2.8M | 391.22 | |
| Charles Schwab Corporation (SCHW) | 3.0 | $1.1B | 21M | 49.15 | |
| Workday Inc cl a (WDAY) | 2.7 | $948M | 6.5M | 145.98 | |
| Regeneron Pharmaceuticals (REGN) | 2.5 | $880M | 2.2M | 404.04 | |
| Palo Alto Networks (PANW) | 2.1 | $736M | 3.3M | 225.26 | |
| Monster Beverage Corp (MNST) | 1.9 | $689M | 12M | 58.28 | |
| Nike (NKE) | 1.9 | $670M | 7.9M | 84.72 | |
| BioMarin Pharmaceutical (BMRN) | 1.8 | $625M | 6.4M | 96.97 | |
| Asml Holding (ASML) | 1.8 | $618M | 3.3M | 188.02 | |
| stock | 1.7 | $611M | 5.0M | 120.91 | |
| CoStar (CSGP) | 1.7 | $605M | 1.4M | 420.84 | |
| Activision Blizzard | 1.5 | $544M | 6.5M | 83.19 | |
| Shopify Inc cl a (SHOP) | 1.3 | $460M | 2.8M | 164.46 | |
| Atlassian Corp Plc cl a | 1.2 | $437M | 4.5M | 96.14 | |
| Alexion Pharmaceuticals | 1.2 | $412M | 3.0M | 139.01 | |
| Alphabet Inc Class C cs (GOOG) | 1.1 | $404M | 338k | 1193.47 | |
| Baidu (BIDU) | 1.0 | $352M | 1.5M | 228.68 | |
| Galapagos Nv- (GLPG) | 0.9 | $337M | 3.0M | 112.43 | |
| Loxo Oncology | 0.9 | $315M | 1.8M | 170.83 | |
| Incyte Corporation (INCY) | 0.9 | $313M | 4.5M | 69.08 | |
| Sarepta Therapeutics (SRPT) | 0.9 | $307M | 1.9M | 161.51 | |
| Starbucks Corporation (SBUX) | 0.8 | $296M | 5.2M | 56.84 | |
| Las Vegas Sands (LVS) | 0.7 | $261M | 4.4M | 59.33 | |
| Floor & Decor Hldgs Inc cl a (FND) | 0.6 | $203M | 6.7M | 30.17 | |
| Abiomed | 0.6 | $200M | 444k | 449.75 | |
| Medidata Solutions | 0.4 | $157M | 2.1M | 73.31 | |
| Yandex Nv-a (YNDX) | 0.4 | $142M | 4.3M | 32.89 | |
| Taiwan Semiconductor Mfg (TSM) | 0.3 | $123M | 2.8M | 44.16 | |
| Ishares Inc msci india index (INDA) | 0.3 | $125M | 3.9M | 32.47 | |
| Ctrip.com International | 0.3 | $115M | 3.1M | 37.17 | |
| MercadoLibre (MELI) | 0.3 | $91M | 267k | 340.47 | |
| Grupo Aeroportuario del Sureste (ASR) | 0.2 | $67M | 328k | 205.13 | |
| Makemytrip Limited Mauritius (MMYT) | 0.2 | $66M | 2.4M | 27.45 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 0.1 | $39M | 2.8M | 13.83 | |
| HDFC Bank (HDB) | 0.1 | $36M | 387k | 94.10 | |
| Zoetis Inc Cl A (ZTS) | 0.1 | $22M | 240k | 91.56 | |
| Docusign (DOCU) | 0.1 | $21M | 407k | 52.57 | |
| TransDigm Group Incorporated (TDG) | 0.1 | $16M | 44k | 372.31 | |
| Hutchison China Meditech (HCM) | 0.1 | $16M | 508k | 32.19 | |
| Beigene (BGNE) | 0.1 | $16M | 94k | 172.22 | |
| Guidewire Software (GWRE) | 0.0 | $15M | 152k | 101.01 | |
| Ansys (ANSS) | 0.0 | $9.7M | 52k | 186.68 | |
| Ross Stores (ROST) | 0.0 | $10M | 101k | 99.10 | |
| Verisk Analytics (VRSK) | 0.0 | $11M | 92k | 120.55 | |
| Intuit (INTU) | 0.0 | $9.6M | 42k | 227.41 | |
| Dollar General (DG) | 0.0 | $10M | 92k | 109.30 | |
| Intercontinental Exchange (ICE) | 0.0 | $11M | 151k | 74.89 | |
| Eventbrite (EB) | 0.0 | $9.6M | 252k | 37.97 | |
| Fomento Economico Mexicano SAB (FMX) | 0.0 | $8.5M | 86k | 98.97 | |
| Union Pacific Corporation (UNP) | 0.0 | $8.3M | 51k | 162.83 | |
| American Tower Reit (AMT) | 0.0 | $5.8M | 40k | 145.30 | |
| Delphi Automotive Inc international (APTV) | 0.0 | $7.5M | 90k | 83.90 | |
| Moody's Corporation (MCO) | 0.0 | $5.1M | 31k | 167.19 | |
| Live Nation Entertainment (LYV) | 0.0 | $5.2M | 96k | 54.47 | |
| IPG Photonics Corporation (IPGP) | 0.0 | $4.7M | 30k | 156.07 | |
| Lendingclub | 0.0 | $273k | 70k | 3.88 |
