Sands Capital Management as of Sept. 30, 2019
Portfolio Holdings for Sands Capital Management
Sands Capital Management holds 78 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Visa (V) | 8.4 | $2.6B | 15M | 172.01 | |
| Amazon (AMZN) | 7.0 | $2.2B | 1.2M | 1735.91 | |
| Alibaba Group Holding (BABA) | 6.1 | $1.9B | 11M | 167.23 | |
| Edwards Lifesciences (EW) | 5.2 | $1.6B | 7.4M | 219.91 | |
| Servicenow (NOW) | 4.3 | $1.3B | 5.2M | 253.85 | |
| Alphabet Inc Class A cs (GOOGL) | 4.2 | $1.3B | 1.1M | 1221.14 | |
| Netflix (NFLX) | 4.2 | $1.3B | 4.8M | 267.62 | |
| Illumina (ILMN) | 3.5 | $1.1B | 3.5M | 304.22 | |
| Facebook Inc cl a (META) | 3.2 | $1.0B | 5.7M | 178.08 | |
| Workday Inc cl a (WDAY) | 3.1 | $979M | 5.8M | 169.96 | |
| Adobe Systems Incorporated (ADBE) | 3.0 | $941M | 3.4M | 276.25 | |
| CoStar (CSGP) | 2.7 | $839M | 1.4M | 593.20 | |
| salesforce (CRM) | 2.6 | $807M | 5.4M | 148.44 | |
| Asml Holding (ASML) | 2.4 | $757M | 3.0M | 248.42 | |
| Match | 2.2 | $676M | 9.5M | 71.44 | |
| Nike (NKE) | 2.1 | $670M | 7.1M | 93.92 | |
| Atlassian Corp Plc cl a | 2.1 | $665M | 5.3M | 125.44 | |
| Intuit (INTU) | 1.9 | $590M | 2.2M | 265.94 | |
| Monster Beverage Corp (MNST) | 1.9 | $574M | 9.9M | 58.06 | |
| Align Technology (ALGN) | 1.6 | $513M | 2.8M | 180.92 | |
| Shopify Inc cl a (SHOP) | 1.6 | $507M | 1.6M | 311.66 | |
| Microsoft Corporation (MSFT) | 1.6 | $502M | 3.6M | 139.03 | |
| Zoetis Inc Cl A (ZTS) | 1.5 | $469M | 3.8M | 124.59 | |
| Delphi Automotive Inc international (APTV) | 1.4 | $441M | 5.0M | 87.42 | |
| Galapagos Nv- (GLPG) | 1.4 | $421M | 2.8M | 152.66 | |
| Floor & Decor Hldgs Inc cl a (FND) | 1.3 | $407M | 7.9M | 51.15 | |
| BioMarin Pharmaceutical (BMRN) | 1.2 | $375M | 5.6M | 67.40 | |
| Alphabet Inc Class C cs (GOOG) | 1.2 | $362M | 297k | 1219.00 | |
| Texas Instruments Incorporated (TXN) | 1.1 | $351M | 2.7M | 129.24 | |
| Abiomed | 1.1 | $345M | 1.9M | 177.89 | |
| Incyte Corporation (INCY) | 1.0 | $308M | 4.1M | 74.23 | |
| Sarepta Therapeutics (SRPT) | 1.0 | $298M | 4.0M | 75.32 | |
| Activision Blizzard | 0.9 | $286M | 5.4M | 52.92 | |
| Charles Schwab Corporation (SCHW) | 0.9 | $284M | 6.8M | 41.83 | |
| Palo Alto Networks (PANW) | 0.8 | $265M | 1.3M | 203.83 | |
| Regeneron Pharmaceuticals (REGN) | 0.8 | $247M | 890k | 277.40 | |
| Twilio Inc cl a (TWLO) | 0.7 | $215M | 2.0M | 109.96 | |
| Taiwan Semiconductor Mfg (TSM) | 0.6 | $199M | 4.3M | 46.48 | |
| Bluebird Bio (BLUE) | 0.6 | $200M | 2.2M | 91.82 | |
| Yandex Nv-a (YNDX) | 0.6 | $192M | 5.5M | 35.01 | |
| Okta Inc cl a (OKTA) | 0.6 | $187M | 1.9M | 98.46 | |
| MercadoLibre (MELI) | 0.6 | $185M | 336k | 551.23 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 0.5 | $162M | 5.2M | 30.95 | |
| New Oriental Education & Tech | 0.4 | $118M | 1.1M | 110.76 | |
| HDFC Bank (HDB) | 0.4 | $115M | 2.0M | 57.05 | |
| Ctrip.com International | 0.4 | $113M | 3.8M | 29.29 | |
| Zoom Video Communications In cl a (ZM) | 0.4 | $113M | 1.5M | 76.20 | |
| Mirati Therapeutics | 0.3 | $104M | 1.3M | 77.91 | |
| Ishares Inc msci india index (INDA) | 0.3 | $85M | 2.5M | 33.57 | |
| Spdr S&p 500 Etf (SPY) | 0.3 | $80M | 270k | 296.77 | |
| Grupo Aeroportuario del Sureste (ASR) | 0.2 | $77M | 503k | 152.50 | |
| Pagseguro Digital Ltd-cl A (PAGS) | 0.2 | $77M | 1.7M | 46.31 | |
| Makemytrip Limited Mauritius (MMYT) | 0.2 | $66M | 2.9M | 22.69 | |
| Baidu (BIDU) | 0.2 | $55M | 531k | 102.76 | |
| TransDigm Group Incorporated (TDG) | 0.2 | $50M | 95k | 520.67 | |
| Roper Industries (ROP) | 0.1 | $42M | 119k | 356.60 | |
| Equinix (EQIX) | 0.1 | $43M | 75k | 576.81 | |
| Dollar General (DG) | 0.1 | $41M | 258k | 158.94 | |
| Intercontinental Exchange (ICE) | 0.1 | $35M | 377k | 92.27 | |
| Boston Scientific Corporation (BSX) | 0.1 | $33M | 800k | 40.69 | |
| Beigene (BGNE) | 0.1 | $32M | 264k | 122.46 | |
| Iqvia Holdings (IQV) | 0.1 | $30M | 198k | 149.38 | |
| Live Nation Entertainment (LYV) | 0.1 | $27M | 403k | 66.34 | |
| Verisk Analytics (VRSK) | 0.1 | $29M | 183k | 158.14 | |
| Ross Stores (ROST) | 0.1 | $25M | 231k | 109.85 | |
| Health Catalyst (HCAT) | 0.1 | $24M | 889k | 26.43 | |
| UnitedHealth (UNH) | 0.1 | $23M | 107k | 217.32 | |
| Moody's Corporation (MCO) | 0.1 | $18M | 85k | 204.84 | |
| Union Pacific Corporation (UNP) | 0.1 | $17M | 106k | 161.98 | |
| Hutchison China Meditech (HCM) | 0.1 | $16M | 896k | 17.84 | |
| Ansys (ANSS) | 0.0 | $11M | 50k | 221.35 | |
| Guidewire Software (GWRE) | 0.0 | $13M | 121k | 105.38 | |
| Crown Castle Intl (CCI) | 0.0 | $11M | 80k | 139.01 | |
| Slack Technologies | 0.0 | $8.7M | 368k | 23.73 | |
| Karuna Therapeutics Ord | 0.0 | $7.9M | 579k | 13.59 | |
| Anaplan | 0.0 | $7.5M | 159k | 47.00 | |
| Revolve Group Inc cl a (RVLV) | 0.0 | $4.9M | 212k | 23.37 | |
| Eventbrite (EB) | 0.0 | $4.3M | 241k | 17.71 |
