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 |