Sands Capital Management as of March 31, 2019
Portfolio Holdings for Sands Capital Management
Sands Capital Management holds 71 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alibaba Group Holding (BABA) | 8.1 | $2.6B | 14M | 182.45 | |
| Visa (V) | 7.7 | $2.5B | 16M | 156.19 | |
| Amazon (AMZN) | 7.2 | $2.3B | 1.3M | 1780.75 | |
| Netflix (NFLX) | 5.6 | $1.8B | 5.1M | 356.56 | |
| Servicenow (NOW) | 4.8 | $1.5B | 6.3M | 246.49 | |
| Edwards Lifesciences (EW) | 4.5 | $1.5B | 7.7M | 191.33 | |
| Alphabet Inc Class A cs (GOOGL) | 4.1 | $1.3B | 1.1M | 1176.89 | |
| salesforce (CRM) | 3.7 | $1.2B | 7.5M | 158.37 | |
| Workday Inc cl a (WDAY) | 3.6 | $1.2B | 6.1M | 192.85 | |
| Illumina (ILMN) | 3.6 | $1.2B | 3.7M | 310.69 | |
| Facebook Inc cl a (META) | 3.1 | $995M | 6.0M | 166.69 | |
| Adobe Systems Incorporated (ADBE) | 2.9 | $936M | 3.5M | 266.49 | |
| Align Technology (ALGN) | 2.8 | $908M | 3.2M | 284.33 | |
| Regeneron Pharmaceuticals (REGN) | 2.5 | $816M | 2.0M | 410.62 | |
| Atlassian Corp Plc cl a | 2.2 | $709M | 6.3M | 112.39 | |
| CoStar (CSGP) | 2.2 | $701M | 1.5M | 466.42 | |
| Nike (NKE) | 2.0 | $640M | 7.6M | 84.21 | |
| Asml Holding (ASML) | 1.8 | $599M | 3.2M | 188.05 | |
| Intuit (INTU) | 1.8 | $578M | 2.2M | 261.41 | |
| Monster Beverage Corp (MNST) | 1.8 | $573M | 11M | 54.58 | |
| Match | 1.8 | $569M | 10M | 56.61 | |
| Shopify Inc cl a (SHOP) | 1.7 | $555M | 2.7M | 206.62 | |
| BioMarin Pharmaceutical (BMRN) | 1.6 | $522M | 5.9M | 88.83 | |
| Sarepta Therapeutics (SRPT) | 1.3 | $431M | 3.6M | 119.19 | |
| Delphi Automotive Inc international (APTV) | 1.2 | $400M | 5.0M | 79.49 | |
| Incyte Corporation (INCY) | 1.1 | $373M | 4.3M | 86.01 | |
| Abiomed | 1.1 | $372M | 1.3M | 285.59 | |
| Alphabet Inc Class C cs (GOOG) | 1.1 | $367M | 313k | 1173.31 | |
| Booking Holdings (BKNG) | 1.1 | $360M | 206k | 1744.91 | |
| Floor & Decor Hldgs Inc cl a (FND) | 1.1 | $349M | 8.5M | 41.22 | |
| Galapagos Nv- (GLPG) | 1.1 | $340M | 2.9M | 117.78 | |
| Palo Alto Networks (PANW) | 1.0 | $338M | 1.4M | 242.88 | |
| stock | 1.0 | $333M | 2.7M | 124.60 | |
| Charles Schwab Corporation (SCHW) | 0.9 | $303M | 7.1M | 42.76 | |
| Twilio Inc cl a (TWLO) | 0.8 | $267M | 2.1M | 129.18 | |
| Activision Blizzard | 0.8 | $263M | 5.8M | 45.53 | |
| Las Vegas Sands (LVS) | 0.8 | $257M | 4.2M | 60.96 | |
| Yandex Nv-a (YNDX) | 0.5 | $172M | 5.0M | 34.34 | |
| MercadoLibre (MELI) | 0.5 | $155M | 306k | 507.73 | |
| Ctrip.com International | 0.5 | $153M | 3.5M | 43.69 | |
| Taiwan Semiconductor Mfg (TSM) | 0.4 | $127M | 3.1M | 40.96 | |
| Ishares Inc msci india index (INDA) | 0.3 | $83M | 2.4M | 35.25 | |
| HDFC Bank (HDB) | 0.2 | $81M | 701k | 115.91 | |
| Baidu (BIDU) | 0.2 | $80M | 483k | 164.85 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 0.2 | $82M | 3.5M | 23.52 | |
| Grupo Aeroportuario del Sureste (ASR) | 0.2 | $74M | 458k | 161.76 | |
| Makemytrip Limited Mauritius (MMYT) | 0.2 | $72M | 2.6M | 27.60 | |
| New Oriental Education & Tech | 0.2 | $69M | 770k | 90.09 | |
| Anaplan | 0.2 | $55M | 1.4M | 39.36 | |
| Beigene (BGNE) | 0.1 | $32M | 241k | 132.00 | |
| Zoetis Inc Cl A (ZTS) | 0.1 | $30M | 301k | 100.67 | |
| Hutchison China Meditech (HCM) | 0.1 | $25M | 817k | 30.58 | |
| TransDigm Group Incorporated (TDG) | 0.1 | $19M | 42k | 454.00 | |
| Verisk Analytics (VRSK) | 0.0 | $11M | 86k | 133.00 | |
| Dollar General (DG) | 0.0 | $12M | 99k | 119.30 | |
| Guidewire Software (GWRE) | 0.0 | $14M | 147k | 97.16 | |
| Ansys (ANSS) | 0.0 | $9.2M | 50k | 182.71 | |
| Ross Stores (ROST) | 0.0 | $8.2M | 89k | 93.10 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $10M | 99k | 106.07 | |
| Starbucks Corporation (SBUX) | 0.0 | $10M | 138k | 74.34 | |
| Intercontinental Exchange (ICE) | 0.0 | $11M | 145k | 76.14 | |
| Crown Castle Intl (CCI) | 0.0 | $10M | 81k | 128.00 | |
| Equinix (EQIX) | 0.0 | $11M | 25k | 453.14 | |
| Moody's Corporation (MCO) | 0.0 | $5.9M | 33k | 181.08 | |
| Union Pacific Corporation (UNP) | 0.0 | $6.8M | 41k | 167.19 | |
| Boston Scientific Corporation (BSX) | 0.0 | $6.1M | 160k | 38.38 | |
| UnitedHealth (UNH) | 0.0 | $7.6M | 31k | 247.25 | |
| Live Nation Entertainment (LYV) | 0.0 | $6.5M | 103k | 63.54 | |
| IPG Photonics Corporation (IPGP) | 0.0 | $4.6M | 30k | 151.78 | |
| Eventbrite (EB) | 0.0 | $4.7M | 244k | 19.17 | |
| Microsoft Corporation (MSFT) | 0.0 | $201k | 1.7k | 117.96 |
