Sands Capital Management as of Dec. 31, 2018
Portfolio Holdings for Sands Capital Management
Sands Capital Management holds 71 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Visa (V) | 7.8 | $2.2B | 17M | 131.94 | |
| Amazon (AMZN) | 7.4 | $2.1B | 1.4M | 1501.97 | |
| Alibaba Group Holding (BABA) | 7.3 | $2.1B | 15M | 137.07 | |
| Netflix (NFLX) | 5.1 | $1.4B | 5.4M | 267.66 | |
| Alphabet Inc Class A cs (GOOGL) | 4.5 | $1.3B | 1.2M | 1044.96 | |
| Edwards Lifesciences (EW) | 4.3 | $1.2B | 8.0M | 153.17 | |
| Servicenow (NOW) | 4.3 | $1.2B | 6.8M | 178.05 | |
| salesforce (CRM) | 4.1 | $1.2B | 8.4M | 136.97 | |
| Illumina (ILMN) | 4.1 | $1.1B | 3.8M | 299.93 | |
| Workday Inc cl a (WDAY) | 3.6 | $998M | 6.2M | 159.68 | |
| Adobe Systems Incorporated (ADBE) | 3.1 | $876M | 3.9M | 226.24 | |
| Booking Holdings (BKNG) | 2.8 | $783M | 455k | 1722.42 | |
| Regeneron Pharmaceuticals (REGN) | 2.8 | $777M | 2.1M | 373.50 | |
| Facebook Inc cl a (META) | 2.5 | $710M | 5.4M | 131.09 | |
| Align Technology (ALGN) | 2.5 | $688M | 3.3M | 209.43 | |
| Atlassian Corp Plc cl a | 2.1 | $578M | 6.5M | 88.98 | |
| Nike (NKE) | 2.0 | $566M | 7.6M | 74.14 | |
| Monster Beverage Corp (MNST) | 1.9 | $547M | 11M | 49.22 | |
| CoStar (CSGP) | 1.9 | $536M | 1.6M | 337.34 | |
| BioMarin Pharmaceutical (BMRN) | 1.9 | $520M | 6.1M | 85.15 | |
| Asml Holding (ASML) | 1.8 | $497M | 3.2M | 155.62 | |
| Palo Alto Networks (PANW) | 1.7 | $483M | 2.6M | 188.35 | |
| Charles Schwab Corporation (SCHW) | 1.6 | $444M | 11M | 41.53 | |
| stock | 1.5 | $409M | 3.9M | 104.85 | |
| Shopify Inc cl a (SHOP) | 1.3 | $374M | 2.7M | 138.45 | |
| Sarepta Therapeutics (SRPT) | 1.2 | $338M | 3.1M | 109.13 | |
| Alphabet Inc Class C cs (GOOG) | 1.2 | $334M | 323k | 1035.61 | |
| Match | 1.2 | $330M | 7.7M | 42.77 | |
| Starbucks Corporation (SBUX) | 1.1 | $322M | 5.0M | 64.40 | |
| Activision Blizzard | 1.0 | $283M | 6.1M | 46.57 | |
| Incyte Corporation (INCY) | 1.0 | $278M | 4.4M | 63.59 | |
| Abiomed | 1.0 | $277M | 852k | 325.04 | |
| Alexion Pharmaceuticals | 1.0 | $269M | 2.8M | 97.36 | |
| Galapagos Nv- (GLPG) | 0.9 | $266M | 2.9M | 91.74 | |
| Loxo Oncology | 0.9 | $241M | 1.7M | 140.07 | |
| Floor & Decor Hldgs Inc cl a (FND) | 0.8 | $231M | 8.9M | 25.90 | |
| Las Vegas Sands (LVS) | 0.8 | $221M | 4.2M | 52.05 | |
| Yandex Nv-a (YNDX) | 0.5 | $138M | 5.0M | 27.35 | |
| Taiwan Semiconductor Mfg (TSM) | 0.4 | $115M | 3.1M | 36.91 | |
| Ishares Inc msci india index (INDA) | 0.4 | $114M | 3.4M | 33.34 | |
| Ctrip.com International | 0.3 | $96M | 3.6M | 27.06 | |
| MercadoLibre (MELI) | 0.3 | $92M | 313k | 292.85 | |
| Baidu (BIDU) | 0.3 | $78M | 494k | 158.60 | |
| Makemytrip Limited Mauritius (MMYT) | 0.2 | $66M | 2.7M | 24.33 | |
| Grupo Aeroportuario del Sureste (ASR) | 0.2 | $56M | 370k | 150.60 | |
| HDFC Bank (HDB) | 0.2 | $48M | 461k | 103.59 | |
| Anaplan | 0.1 | $43M | 1.6M | 26.54 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 0.1 | $36M | 3.2M | 11.32 | |
| Beigene (BGNE) | 0.1 | $34M | 245k | 140.26 | |
| New Oriental Education & Tech | 0.1 | $22M | 393k | 54.81 | |
| Zoetis Inc Cl A (ZTS) | 0.1 | $23M | 271k | 85.54 | |
| Hutchison China Meditech (HCM) | 0.1 | $19M | 831k | 23.09 | |
| TransDigm Group Incorporated (TDG) | 0.1 | $13M | 39k | 340.07 | |
| iShares Russell 1000 Growth Index (IWF) | 0.1 | $14M | 106k | 130.91 | |
| Verisk Analytics (VRSK) | 0.0 | $10M | 92k | 109.04 | |
| Intuit (INTU) | 0.0 | $10M | 53k | 196.85 | |
| Dollar General (DG) | 0.0 | $9.9M | 92k | 108.08 | |
| Guidewire Software (GWRE) | 0.0 | $12M | 152k | 80.23 | |
| Intercontinental Exchange (ICE) | 0.0 | $11M | 150k | 75.33 | |
| Fomento Economico Mexicano SAB (FMX) | 0.0 | $7.4M | 86k | 86.05 | |
| Ansys (ANSS) | 0.0 | $7.4M | 52k | 142.93 | |
| UnitedHealth (UNH) | 0.0 | $7.1M | 29k | 249.11 | |
| Equinix (EQIX) | 0.0 | $8.4M | 24k | 352.55 | |
| Delphi Automotive Inc international (APTV) | 0.0 | $8.1M | 132k | 61.57 | |
| Moody's Corporation (MCO) | 0.0 | $4.2M | 30k | 140.03 | |
| Union Pacific Corporation (UNP) | 0.0 | $5.2M | 38k | 138.23 | |
| Ross Stores (ROST) | 0.0 | $6.8M | 82k | 83.20 | |
| Live Nation Entertainment (LYV) | 0.0 | $4.7M | 96k | 49.25 | |
| Eventbrite (EB) | 0.0 | $7.0M | 252k | 27.81 | |
| IPG Photonics Corporation (IPGP) | 0.0 | $3.4M | 30k | 113.30 | |
| Spdr S&p 500 Etf (SPY) | 0.0 | $236k | 944.00 | 250.00 |
