Sands Capital Management as of March 31, 2020
Portfolio Holdings for Sands Capital Management
Sands Capital Management holds 76 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 7.5 | $2.3B | 1.2M | 1949.72 | |
| Visa (V) | 7.5 | $2.3B | 14M | 161.12 | |
| Netflix (NFLX) | 6.9 | $2.1B | 5.5M | 375.50 | |
| Alibaba Group Holding (BABA) | 5.7 | $1.7B | 8.7M | 194.48 | |
| Servicenow (NOW) | 3.7 | $1.1B | 3.9M | 286.58 | |
| Alphabet Inc Class A cs (GOOGL) | 3.6 | $1.1B | 923k | 1161.95 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 3.5 | $1.0B | 24M | 44.31 | |
| Adobe Systems Incorporated (ADBE) | 3.1 | $926M | 2.9M | 318.24 | |
| Illumina (ILMN) | 3.0 | $891M | 3.3M | 273.12 | |
| Facebook Inc cl a (META) | 3.0 | $886M | 5.3M | 166.80 | |
| Edwards Lifesciences (EW) | 2.8 | $832M | 4.4M | 188.62 | |
| Match | 2.7 | $819M | 12M | 66.04 | |
| Atlassian Corp Plc cl a | 2.6 | $792M | 5.8M | 137.26 | |
| Intuit (INTU) | 2.5 | $763M | 3.3M | 230.00 | |
| Asml Holding (ASML) | 2.5 | $757M | 2.9M | 261.64 | |
| Microsoft Corporation (MSFT) | 2.4 | $731M | 4.6M | 157.71 | |
| Zoetis Inc Cl A (ZTS) | 2.4 | $707M | 6.0M | 117.69 | |
| CoStar (CSGP) | 2.2 | $667M | 1.1M | 587.21 | |
| Uber Technologies (UBER) | 1.9 | $585M | 21M | 27.92 | |
| Nike (NKE) | 1.9 | $556M | 6.7M | 82.74 | |
| Shopify Inc cl a (SHOP) | 1.7 | $524M | 1.3M | 416.93 | |
| Align Technology (ALGN) | 1.6 | $491M | 2.8M | 173.95 | |
| Workday Inc cl a (WDAY) | 1.6 | $485M | 3.7M | 130.22 | |
| Galapagos Nv- (GLPG) | 1.5 | $437M | 2.2M | 195.92 | |
| Sarepta Therapeutics (SRPT) | 1.4 | $431M | 4.4M | 97.82 | |
| Regeneron Pharmaceuticals (REGN) | 1.4 | $410M | 839k | 488.29 | |
| Monster Beverage Corp (MNST) | 1.3 | $382M | 6.8M | 56.26 | |
| salesforce (CRM) | 1.2 | $368M | 2.6M | 143.98 | |
| Square Inc cl a (SQ) | 1.0 | $298M | 5.7M | 52.38 | |
| Activision Blizzard | 1.0 | $290M | 4.9M | 59.48 | |
| Twilio Inc cl a (TWLO) | 0.9 | $281M | 3.1M | 89.49 | |
| Delphi Automotive Inc international (APTV) | 0.8 | $245M | 5.0M | 49.24 | |
| Taiwan Semiconductor Mfg (TSM) | 0.8 | $241M | 5.0M | 47.79 | |
| Floor & Decor Hldgs Inc cl a (FND) | 0.8 | $235M | 7.3M | 32.09 | |
| Okta Inc cl a (OKTA) | 0.7 | $224M | 1.8M | 122.26 | |
| Charles Schwab Corporation (SCHW) | 0.7 | $215M | 6.4M | 33.62 | |
| Alphabet Inc Class C cs (GOOG) | 0.7 | $215M | 185k | 1162.81 | |
| Abiomed | 0.7 | $212M | 1.5M | 145.16 | |
| Zoom Video Communications In cl a (ZM) | 0.7 | $205M | 1.4M | 146.12 | |
| MercadoLibre (MELI) | 0.6 | $185M | 378k | 488.58 | |
| Yandex Nv-a (YNDX) | 0.6 | $174M | 5.1M | 34.05 | |
| Mirati Therapeutics | 0.6 | $173M | 2.2M | 76.87 | |
| Bluebird Bio (BLUE) | 0.5 | $143M | 3.1M | 45.96 | |
| Zillow Group Inc Cl C Cap Stk (Z) | 0.5 | $143M | 4.0M | 36.02 | |
| Dex (DXCM) | 0.4 | $134M | 498k | 269.27 | |
| New Oriental Education & Tech | 0.4 | $130M | 1.2M | 108.24 | |
| Trip Com Intl Ltd Sponsored Ad (TCOM) | 0.3 | $94M | 4.0M | 23.45 | |
| Texas Instruments Incorporated (TXN) | 0.3 | $91M | 907k | 99.93 | |
| Ishares Inc msci india index (INDA) | 0.3 | $83M | 3.4M | 24.11 | |
| HDFC Bank (HDB) | 0.2 | $73M | 1.9M | 38.46 | |
| Equinix (EQIX) | 0.2 | $63M | 101k | 624.57 | |
| Pagseguro Digital Ltd-cl A (PAGS) | 0.2 | $63M | 3.2M | 19.33 | |
| Globant S A (GLOB) | 0.2 | $61M | 695k | 87.88 | |
| Baidu (BIDU) | 0.2 | $60M | 594k | 100.79 | |
| Roper Industries (ROP) | 0.2 | $55M | 177k | 311.81 | |
| Grupo Aeroportuario del Sureste (ASR) | 0.2 | $53M | 563k | 94.14 | |
| TransDigm Group Incorporated (TDG) | 0.2 | $46M | 143k | 320.19 | |
| Intercontinental Exchange (ICE) | 0.2 | $46M | 564k | 80.75 | |
| Dollar General (DG) | 0.1 | $44M | 289k | 151.01 | |
| Hutchison China Meditech (HCM) | 0.1 | $42M | 2.4M | 17.85 | |
| Beigene (BGNE) | 0.1 | $42M | 338k | 123.11 | |
| UnitedHealth (UNH) | 0.1 | $40M | 160k | 249.38 | |
| Boston Scientific Corporation (BSX) | 0.1 | $39M | 1.2M | 32.63 | |
| Verisk Analytics (VRSK) | 0.1 | $38M | 274k | 139.38 | |
| Makemytrip Limited Mauritius (MMYT) | 0.1 | $36M | 3.0M | 11.96 | |
| Iqvia Holdings (IQV) | 0.1 | $32M | 296k | 107.86 | |
| Karuna Therapeutics Ord | 0.1 | $31M | 429k | 72.00 | |
| Ross Stores (ROST) | 0.1 | $30M | 345k | 86.97 | |
| Live Nation Entertainment (LYV) | 0.1 | $27M | 603k | 45.46 | |
| Moody's Corporation (MCO) | 0.1 | $27M | 128k | 211.50 | |
| Union Pacific Corporation (UNP) | 0.1 | $22M | 159k | 141.04 | |
| Ansys (ANSS) | 0.0 | $12M | 50k | 232.47 | |
| Crown Castle Intl (CCI) | 0.0 | $12M | 80k | 144.40 | |
| Slack Technologies | 0.0 | $9.9M | 367k | 26.84 | |
| iShares Russell 1000 Growth Index (IWF) | 0.0 | $4.3M | 29k | 150.65 | |
| Health Catalyst (HCAT) | 0.0 | $3.0M | 111k | 26.67 |
