Sands Capital Management as of June 30, 2019
Portfolio Holdings for Sands Capital Management
Sands Capital Management holds 79 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Visa Com Cl A (V) | 8.1 | $2.7B | 16M | 173.55 | |
| Amazon (AMZN) | 7.2 | $2.4B | 1.3M | 1893.63 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 7.2 | $2.4B | 14M | 169.45 | |
| Netflix (NFLX) | 5.4 | $1.8B | 5.0M | 367.32 | |
| Servicenow (NOW) | 5.0 | $1.7B | 6.1M | 274.57 | |
| Edwards Lifesciences (EW) | 4.1 | $1.4B | 7.5M | 184.74 | |
| Illumina (ILMN) | 4.0 | $1.3B | 3.6M | 368.15 | |
| Workday Cl A (WDAY) | 3.6 | $1.2B | 5.9M | 205.58 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.6 | $1.2B | 1.1M | 1082.80 | |
| Facebook Cl A (META) | 3.4 | $1.1B | 5.8M | 193.00 | |
| salesforce (CRM) | 3.3 | $1.1B | 7.4M | 151.73 | |
| Adobe Systems Incorporated (ADBE) | 3.1 | $1.0B | 3.5M | 294.65 | |
| Align Technology (ALGN) | 2.5 | $852M | 3.1M | 273.70 | |
| CoStar (CSGP) | 2.4 | $811M | 1.5M | 554.06 | |
| Atlassian Corp Cl A | 2.2 | $755M | 5.8M | 130.84 | |
| Match | 2.0 | $659M | 9.8M | 67.27 | |
| Monster Beverage Corp (MNST) | 1.9 | $652M | 10M | 63.83 | |
| Asml Holding N V N Y Registry Shs (ASML) | 1.9 | $646M | 3.1M | 207.93 | |
| Nike CL B (NKE) | 1.8 | $612M | 7.3M | 83.95 | |
| Intuit (INTU) | 1.7 | $587M | 2.2M | 261.33 | |
| Abiomed | 1.7 | $557M | 2.1M | 260.49 | |
| Sarepta Therapeutics (SRPT) | 1.6 | $536M | 3.5M | 151.95 | |
| Shopify Cl A (SHOP) | 1.5 | $497M | 1.7M | 300.15 | |
| BioMarin Pharmaceutical (BMRN) | 1.5 | $491M | 5.7M | 85.65 | |
| Zoetis Cl A (ZTS) | 1.3 | $444M | 3.9M | 113.49 | |
| Aptiv SHS (APTV) | 1.2 | $415M | 5.1M | 80.83 | |
| Galapagos Nv Spon Adr (GLPG) | 1.1 | $363M | 2.8M | 128.93 | |
| Incyte Corporation (INCY) | 1.1 | $360M | 4.2M | 84.96 | |
| Floor & Decor Hldgs Cl A (FND) | 1.0 | $345M | 8.2M | 41.90 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $329M | 305k | 1080.91 | |
| Regeneron Pharmaceuticals (REGN) | 0.9 | $304M | 971k | 313.00 | |
| Charles Schwab Corporation (SCHW) | 0.8 | $279M | 6.9M | 40.19 | |
| Palo Alto Networks (PANW) | 0.8 | $277M | 1.4M | 203.76 | |
| Twilio Cl A (TWLO) | 0.8 | $276M | 2.0M | 136.35 | |
| Activision Blizzard | 0.8 | $265M | 5.6M | 47.20 | |
| Las Vegas Sands (LVS) | 0.7 | $243M | 4.1M | 59.09 | |
| Okta Cl A (OKTA) | 0.7 | $239M | 1.9M | 123.51 | |
| Yandex N V Shs Class A (YNDX) | 0.6 | $201M | 5.3M | 38.00 | |
| MercadoLibre (MELI) | 0.6 | $199M | 325k | 611.77 | |
| Sea Sponsored Ads (SE) | 0.4 | $150M | 4.5M | 33.22 | |
| Mirati Therapeutics | 0.4 | $142M | 1.4M | 103.00 | |
| Bluebird Bio (BLUE) | 0.4 | $141M | 1.1M | 127.20 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.4 | $137M | 3.5M | 39.17 | |
| Ctrip Com Intl Sponsored Ads | 0.4 | $136M | 3.7M | 36.91 | |
| Zoom Video Communications In Cl A (ZM) | 0.4 | $135M | 1.5M | 88.79 | |
| Hdfc Bank Sponsored Ads (HDB) | 0.3 | $105M | 809k | 130.04 | |
| New Oriental Ed & Tech Grp I Spon Adr | 0.3 | $100M | 1.0M | 96.58 | |
| Grupo Aeroportuario Del Sure Spon Adr Ser B (ASR) | 0.2 | $79M | 486k | 162.11 | |
| Makemytrip Limited Mauritius SHS (MMYT) | 0.2 | $70M | 2.8M | 24.80 | |
| Baidu Spon Adr Rep A (BIDU) | 0.2 | $60M | 514k | 117.36 | |
| Texas Instruments Incorporated (TXN) | 0.2 | $56M | 491k | 114.76 | |
| TransDigm Group Incorporated (TDG) | 0.2 | $52M | 108k | 483.80 | |
| Ishares Tr Msci India Etf (INDA) | 0.1 | $46M | 1.3M | 35.30 | |
| Pagseguro Digital Com Cl A (PAGS) | 0.1 | $45M | 1.2M | 38.97 | |
| Roper Industries (ROP) | 0.1 | $43M | 117k | 366.26 | |
| Equinix (EQIX) | 0.1 | $36M | 70k | 504.30 | |
| Slack Technologies Inc Restricted Com Cl A | 0.1 | $35M | 1.0M | 34.26 | |
| Dollar General (DG) | 0.1 | $34M | 254k | 135.16 | |
| Verisk Analytics (VRSK) | 0.1 | $32M | 219k | 146.46 | |
| Intercontinental Exchange (ICE) | 0.1 | $32M | 371k | 85.94 | |
| Beigene Sponsored Adr (BGNE) | 0.1 | $32M | 256k | 123.95 | |
| Microsoft Corporation (MSFT) | 0.1 | $30M | 225k | 133.96 | |
| UnitedHealth (UNH) | 0.1 | $26M | 106k | 244.01 | |
| Boston Scientific Corporation (BSX) | 0.1 | $25M | 571k | 42.98 | |
| Ross Stores (ROST) | 0.1 | $23M | 227k | 99.12 | |
| Hutchison China Meditech Sponsored Adr (HCM) | 0.1 | $19M | 868k | 22.00 | |
| Union Pacific Corporation (UNP) | 0.1 | $18M | 105k | 169.11 | |
| Live Nation Entertainment (LYV) | 0.1 | $18M | 264k | 66.25 | |
| Moody's Corporation (MCO) | 0.0 | $16M | 84k | 195.31 | |
| Guidewire Software (GWRE) | 0.0 | $12M | 122k | 101.38 | |
| stock | 0.0 | $11M | 89k | 125.75 | |
| Crown Castle Intl (CCI) | 0.0 | $11M | 81k | 130.35 | |
| Ansys (ANSS) | 0.0 | $10M | 50k | 204.81 | |
| Karuna Therapeutics Ord | 0.0 | $8.3M | 579k | 14.38 | |
| Anaplan | 0.0 | $8.1M | 160k | 50.47 | |
| Revolve Group Cl A (RVLV) | 0.0 | $7.4M | 214k | 34.50 | |
| IPG Photonics Corporation (IPGP) | 0.0 | $4.7M | 30k | 154.26 | |
| Eventbrite Com Cl A (EB) | 0.0 | $3.9M | 244k | 16.20 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $1.8M | 12k | 157.30 |
