Sands Capital Management

Sands Capital Management as of Dec. 31, 2019

Portfolio Holdings for Sands Capital Management

Sands Capital Management holds 75 positions in its portfolio as reported in the December 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Visa (V) 8.2 $2.8B 15M 187.90
Alibaba Group Holding (BABA) 6.6 $2.3B 11M 212.10
Amazon (AMZN) 6.2 $2.1B 1.2M 1847.84
Edwards Lifesciences (EW) 4.1 $1.4B 6.1M 233.29
Servicenow (NOW) 4.1 $1.4B 5.0M 282.32
Alphabet Inc Class A cs (GOOGL) 4.0 $1.4B 1.0M 1339.39
Netflix (NFLX) 4.0 $1.4B 4.2M 323.57
Illumina (ILMN) 3.3 $1.1B 3.4M 331.74
Facebook Inc cl a (META) 3.3 $1.1B 5.5M 205.25
Adobe Systems Incorporated (ADBE) 3.3 $1.1B 3.4M 329.81
Match 2.9 $996M 12M 82.11
Workday Inc cl a (WDAY) 2.6 $912M 5.5M 164.45
Intuit (INTU) 2.6 $891M 3.4M 261.93
Asml Holding (ASML) 2.5 $874M 3.0M 295.94
salesforce (CRM) 2.4 $829M 5.1M 162.64
CoStar (CSGP) 2.4 $825M 1.4M 598.30
Align Technology (ALGN) 2.4 $816M 2.9M 279.04
Microsoft Corporation (MSFT) 2.2 $768M 4.9M 157.70
Zoetis Inc Cl A (ZTS) 2.1 $737M 5.6M 132.35
Nike (NKE) 2.0 $692M 6.8M 101.31
Atlassian Corp Plc cl a 1.9 $636M 5.3M 120.34
Shopify Inc cl a (SHOP) 1.8 $623M 1.6M 397.58
Sarepta Therapeutics (SRPT) 1.7 $588M 4.6M 129.04
Sea Ltd Adr Isin Us81141r1005 (SE) 1.7 $578M 14M 40.22
Galapagos Nv- (GLPG) 1.6 $547M 2.6M 206.83
Texas Instruments Incorporated (TXN) 1.6 $535M 4.2M 128.29
Delphi Automotive Inc international (APTV) 1.4 $480M 5.1M 94.97
Monster Beverage Corp (MNST) 1.4 $468M 7.4M 63.55
Abiomed 1.2 $416M 2.4M 170.59
Floor & Decor Hldgs Inc cl a (FND) 1.1 $393M 7.7M 50.81
Regeneron Pharmaceuticals (REGN) 0.9 $320M 853k 375.48
Charles Schwab Corporation (SCHW) 0.9 $310M 6.5M 47.56
Activision Blizzard 0.9 $311M 5.2M 59.42
Taiwan Semiconductor Mfg (TSM) 0.8 $284M 4.9M 58.10
Bluebird Bio (BLUE) 0.8 $279M 3.2M 87.75
Alphabet Inc Class C cs (GOOG) 0.7 $252M 188k 1337.02
Mirati Therapeutics 0.7 $232M 1.8M 128.86
Yandex Nv-a (YNDX) 0.6 $214M 4.9M 43.49
Okta Inc cl a (OKTA) 0.6 $211M 1.8M 115.37
MercadoLibre (MELI) 0.6 $208M 363k 571.94
Twilio Inc cl a (TWLO) 0.6 $191M 1.9M 98.28
HDFC Bank (HDB) 0.5 $165M 2.6M 63.37
New Oriental Education & Tech 0.4 $140M 1.2M 121.25
Ishares Inc msci india index (INDA) 0.4 $132M 3.8M 35.15
Trip Com Intl Ltd Sponsored Ad (TCOM) 0.4 $129M 3.8M 33.54
Grupo Aeroportuario del Sureste (ASR) 0.3 $102M 542k 187.39
Zoom Video Communications In cl a (ZM) 0.3 $97M 1.4M 68.04
Pagseguro Digital Ltd-cl A (PAGS) 0.2 $82M 2.4M 34.16
TransDigm Group Incorporated (TDG) 0.2 $80M 142k 560.00
Baidu (BIDU) 0.2 $72M 572k 126.40
Makemytrip Limited Mauritius (MMYT) 0.2 $72M 3.1M 22.90
Roper Industries (ROP) 0.2 $63M 177k 354.23
Equinix (EQIX) 0.2 $59M 101k 583.70
Boston Scientific Corporation (BSX) 0.2 $54M 1.2M 45.22
Intercontinental Exchange (ICE) 0.1 $52M 562k 92.55
UnitedHealth (UNH) 0.1 $47M 160k 293.98
Dollar General (DG) 0.1 $45M 288k 155.98
Iqvia Holdings (IQV) 0.1 $46M 295k 154.51
Ross Stores (ROST) 0.1 $40M 344k 116.42
Live Nation Entertainment (LYV) 0.1 $43M 601k 71.47
Verisk Analytics (VRSK) 0.1 $41M 273k 149.34
Hutchison China Meditech (HCM) 0.1 $38M 1.5M 25.07
Moody's Corporation (MCO) 0.1 $30M 127k 237.41
Karuna Therapeutics Ord 0.1 $32M 429k 75.34
Union Pacific Corporation (UNP) 0.1 $29M 159k 180.79
Beigene (BGNE) 0.1 $28M 167k 165.76
Health Catalyst (HCAT) 0.1 $29M 889k 32.44
Ansys (ANSS) 0.0 $13M 50k 257.42
Guidewire Software (GWRE) 0.0 $13M 121k 109.77
Crown Castle Intl (CCI) 0.0 $11M 80k 142.15
iShares Russell 1000 Growth Index (IWF) 0.0 $6.0M 34k 175.91
Anaplan 0.0 $6.1M 117k 52.40
Slack Technologies 0.0 $8.3M 367k 22.48
Eventbrite (EB) 0.0 $4.8M 240k 20.17
Revolve Group Inc cl a (RVLV) 0.0 $3.9M 211k 18.36