SANDS CAPITAL MANAGEMENT, LLC
SANDS CAPITAL MANAGEMENT, LLC, ARLINGTON, Virginia, 22209, (703) 562-4000
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 43 |
| New Positions | 5 |
| Increased Positions | 35 |
| Decreased Positions | 7 |
| Positions with Activity | 42 |
| Sold Out Positions | 4 |
| Total Mkt Value (in $ millions) |
29,404 |
Sector Weighting
| Basic Materials | 2.88% |
| Capital Goods | 2.43% |
| Conglomerates | |
| Consumer Cyclical | 3.39% |
| Consumer/Non-Cyclical | 2.43% |
| Energy | 8.75% |
| Financial | 8.73% |
| Healthcare | 15.93% |
| Services | 18.25% |
| Technology | 37.21% |
| Transportation | |
| Utilities |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
43 Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| VISA INC | COM CL A | 2,565,869 | 169,028 | 7.05 | 14,219,280 |
| GOOGLE INC | CL A | 2,518,756 | 343,915 | 15.81 | 2,884,116 |
| AMAZON COM INC | COM | 2,155,565 | 132,180 | 6.53 | 8,235,520 |
| SALESFORCE COM INC | COM | 1,980,607 | 126,925 | 6.85 | 45,794,384 |
| ASML HOLDING N V | N Y REGISTRY SHS | 1,316,596 | 111,760 | 9.28 | 16,194,293 |
| ALLERGAN INC | COM | 1,252,195 | 86,086 | 7.38 | 12,774,895 |
| PRICELINE COM INC | COM NEW | 1,191,694 | 254,497 | 27.16 | 1,487,535 |
| SCHLUMBERGER LTD | COM | 1,096,630 | 188,842 | 20.80 | 14,688,324 |
| CHIPOTLE MEXICAN GRILL INC | COM | 1,039,431 | 190,118 | 22.39 | 2,822,469 |
| NIKE INC | CL B | 997,542 | 69,873 | 7.53 | 15,886,961 |
| CERNER CORP | COM | 966,954 | 66,190 | 7.35 | 10,063,003 |
| LAS VEGAS SANDS CORP | COM | 876,882 | 66,162 | 8.16 | 15,236,878 |
| FACEBOOK INC | CL A | 851,796 | 200,267 | 30.74 | 35,034,570 |
| PRAXAIR INC | COM | 847,834 | 56,789 | 7.18 | 7,311,432 |
| BIOGEN IDEC INC | COM | 841,761 | 841,761 | New | 3,578,308 |
| ALEXION PHARMACEUTICALS INC | COM | 835,045 | 33,889 | 4.23 | 8,420,336 |
| ARM HLDGS PLC | SPONSORED ADR | 801,764 | 777,191 | 3,162.85 | 17,777,469 |
| FMC TECHNOLOGIES INC | COM | 788,165 | 53,152 | 7.23 | 13,890,826 |
| STARBUCKS CORP | COM | 714,834 | 31,352 | 4.59 | 11,282,099 |
| NATIONAL OILWELL VARCO INC | COM | 713,731 | 54,318 | 8.24 | 10,199,065 |
Latest News Headlines
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Multimedia Release -- Military Families Get a Memorial Day Surprise From Outback Steakhouse(R) and 10:00AM ET - GlobeNewswire
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UPDATE: News Corp Board Approves Split; Company To Take Write-Down 6:43PM ET - Dow Jones Business News
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