Frank Sands

Last Update: 11-13-2015

Number of Stocks: 53
Number of New Stocks: 6

Total Value: $35,813 Mil
Q/Q Turnover: 8%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

Frank Sands Watch

  • Facebook, McDonald's Among Guru Stocks Outperforming S&P 500

    The following are some of the stocks that outperformed the S&P 500 Index over the last 12 months and have been bought by gurus during the last quarter.

    Facebook Inc. (FB) with a market cap of $327.41 billion, during the last 12 months has outperformed the S&P 500 Index by 55.7% and currently, 14 gurus are holding the stock that has returned 14% year-to-date and 205% during the last five years. It is now trading with a P/E ratio of 116.45 but according to the DCF calculator, it looks overpriced by 1,000%.


  • Share Your Year-End Performance, Best Picks for 2016

    It’s a new year and we’re interested in hearing how GuruFocus members fared in 2015, a rather tough year for the market. What were your best holdings, which stocks were your largest detractors and what is your best idea for 2016? Share your picks in the comments area below.

    The gurus posted performances all across the spectrum. Carl Icahn (Trades, Portfolio), who was recently voted Guru of the Year by a landslide, had a busy 2015 with a multitude of activist moves involving companies like AIG (NYSE:AIG), Pep Boys (NYSE:PBY) and Cheniere Energy (LNG). Despite being down 2.8% through the third quarter, Icahn’s fund is still outperforming the S&P 500, which declined 8% over the same time frame.  

  • Frank Sands Increases Stake in Illumina, Alibaba, Baidu

    Frank Sands is the CEO and CIO of Sands Capital Management, an investment management firm focused on investing in quality growth businesses throughout the world. He manages a portfolio composed of 53 stocks and the following are the stakes the guru increased during the third quarter.

    He increased his stake in Illumina Inc. (ILMN) by 63.44% with an impact of 0.83% on the portfolio. The current stake is 2.13% of his total assets and 2.96% of the company’s outstanding shares.


  • Stocks That Lost Their Positions in Jim Chanos' Portfolio

    Jim Chanos is president and founder of Kynikos Associates LP., an employee-owned investment manager, and invests in public equity and fixed income markets across the globe. The hedge fund has 54 stocks with a total value of $248 milion.

    Cerner Corp. (CERN)


  • Frank Sands Invests in Stake in

    Sands Capital Management, the investment management company that was founded in 1992 by Frank Sands (Trades, Portfolio)’ father, emphasizes patience in its investment decisions, targeting exceptional growth businesses that the company expects to hold for a long time.

    It is reasonable to think that Sands shares that approach, but it may be hard to imagine how much more Sands’ largest third-quarter acquisition can grow. That investment was a 1,745,554-share stake in Inc. (NASDAQ:AMZN), a Seattle-based ecommerce company, for an average price of $505.62 per share. The purchase had a 2.49% impact on Sands’ portfolio.


  • Alibaba Bets on Middle Class and Opens Offices Worldwide

    Alibaba Group Holding Ltd. (BABA) is a holding company and conducts its businesses through its subsidiaries. Alibaba is engaged in online and mobile commerce through products, services and technology that enable businesses to operate efficiently and extend their reach to sell to consumers and businesses in the People's Republic of China and internationally.

    Recently Alibaba’s founder urged small and medium-sized Western companies to enter the country's markets since China’s middle class is expanding. 


  • Frank Sands' Undervalued Holdings With Growing EPS

    Frank Sands is the CEO and CIO of Sands Capital Management, an investment management firm focused on investing in quality growth businesses throughout the world. He manages a portfolio of 51 stocks with a total value of $40.6 billion. The following are five undervalued stocks in his portfolio with the highest growing EPS over the last five years.

    IPG Photonics Corp.'s (IPGP) EPS grew by 78.70% over the last five years. According to the DCF calculator, the stock is undervalued at its current price of $81 and is trading with a margin of safety of 34%.


  • Five High-Yield Stocks With a Wide Margin of Safety

    If you are looking for stocks that pay high yields, the current market correction gave us some at a discounted price. GuruFocus' All-In-One Screener provides a selection of five that are worth putting on a watchlist.

    Great Northern Iron Ore (GNI) owns interests in fees, both mineral and nonmineral lands, on the Mesabi Iron Range in northeastern Minnesota. The company's properties span two counties (St. Louis and Itasca) in northeastern Minnesota, extend from Hoyt Lakes on the east end of the Mesabi Iron Range to Grand Rapids on the west end of the Mesabi Iron Range.


  • Six High-Yield Companies With a Wide Margin of Safety

    Last month the bull market that began seven years ago began a correction; since then, the Standard & Poor's 500 dropped by about 12% as did the prices of some of the stocks that pay the highest yields to their shareholders.

    Thanks to GuruFocus' All-In-One Screener, the following is a selection of six of them that are worth putting on a watchlist.


  • Frank Sands Shows Bold Side in Second-Quarter Trades

    Frank Sands (Trades, Portfolio) is CIO/CEO for Sands Capital Management, the firm his father founded more than 20 years ago and has grown from $900 million in assets under management to more than $15 billion. The portfolio of its Select Growth strategy, which emphasizes quick growth and bold vision, produced double-digit returns in 2012 (24.1%) and 2013 (42.2%).

    In the second quarter, Sands was bold in his investment decisions, both buying and selling shares in several companies that traded for hundreds of dollars apiece.


  • Perigon Wealth Management's Largest Buys in Second Quarter

    The hedge fund Perigon Wealth Management in its last quarterly 13F reported a total value of its portfolio of $379 million, with an increase of 4.19% since the previous quarter. During Q2 2015, the firm bought eight new stocks and increased 100 of its existing stakes. The following are the most heavily weighted buys during the quarter.

    It bought shares of Allergan PLC (AGN) with an impact of 1.63% on its portfolio. The company is engaged in development, manufacturing, marketing, sale and distribution of generic, branded generic, brand name, biosimilar and over-the-counter pharmaceutical products. It also develops and out-license generic pharmaceutical products in Europe through its Medis third-party business. It operates in three segments: Pharma, Specialty Brands and Anda Distribution.


  • Allergan, Google Among Popular Guru Stocks

    According to GuruFocus' All-in-One screener, the following stocks were three of the most popular among the gurus during the past three months.

    Related Article: Stocks Gurus Are Buying - Part I


  • Ariel Capital Advisors bought Sanofi and Priceline in Q2 2015

    At the end of the second quarter of 2015, the hedge fund Ariel Capital Advisors reported a total value of its portfolio of $174,199,000 with an increase of 3.44% since the previous quarter.

    During the Q2 2015, the hedge fund bought 282 new stocks and increased 51 stakes. The following are the most heavily weighted buys of U.S. companies the hedge fund has done during that quarter.


  • Frank Sands Adds to His Position in Medidata Solutions, Inc.

    Frank Sands (Trades, Portfolio), Jr. of Sands Capital Management recently reported an increase in his holdings of Medidata Solutions, Inc. (NASDAQ:MDSO). Sands is the Chief Executive Officer and Chief Investment Officer of Sands Capital Management. Frank Sands (Trades, Portfolio), Jr. is the son of company founder Frank Sands (Trades, Portfolio), Sr. who started Sands Capital Management in 1992. The firm’s investments focus on quality businesses with an emphasis on growth.

    Sands has been steadily adding to his holdings of Medidata Solutions, Inc. since the second quarter of 2014 when he first bought the portfolio holding at $41.52. In 2015 Sands has added to his holdings of Medidata twice. In the first quarter of 2015 Sands added 273,700 shares, increasing the portfolio stake by 5.34%. Most recently, Sands added 176,800 shares, increasing his holding in the stock by 3.27% and bringing the total portfolio position to 0.72%.


  • Manning & Napier Advisors' Most Weighted Trades in Q2 2015

    For more than four decades, Manning & Napier Advisors, Inc has been guiding individual and institutional clients toward their financial goals. Their independent, opportunistic style can help clients meet a wide variety of investment needs even in the most challenging environments. They’re majority employee-owned, which means they’re able to give clients the kind of service and commitment that only comes from people who have a direct stake in success.

    Its portfolio is composed of 352 stocks and has a total value of $22,955 Mil.


  • Frank Sands More Than Doubles Stake in LendingCorp

    Frank Sands (Trades, Portfolio) is CEO and CIO of Sands Capital Management, a firm that was founded by his father in 1992 and has grown from roughly $900 in assets under management to more than $23 billion. Most of his transactions involve reducing or increasing existing stakes in his portfolio, not buying new ones or selling old ones, and the first quarter of 2015 was no exception.

    Sands more than doubled his stake in LendingClub Corp (NYSE:LC), a San Francisco-based peer-to-peer lending company, in the first quarter. Sands bought 13,862,781 shares for an average price of $20.83 per share. The purchase elevated his stake to fifth place in his Top 20 holdings (by volume) and had a 0.65% impact on his portfolio.


  • Frank Sands' Low PE Stocks

    Frank M. Sands, Jr., CFA, is chief executive officer and chief investment officer of Sands Capital Management, an investment management firm focused on investing in quality growth businesses throughout the world.

    Sands Capital believes that over time stock prices reflect the earnings growth of their underlying businesses. Their team is dedicated to identifying the relatively small number of truly exceptional growth businesses that they expect to own for many years.


  • Guru Stocks at 52-Week Lows: XOM, BABA, CVX. HSBC, IBM

    According to GuruFocus list of 52-week lows, these Guru stocks have reached their 52-week lows.

    Exxon Mobil Corporation (NYSE:XOM) Reached the 52-Week Low of $83.87


  • Frank Sands And His Current Portfolio Update

    Frank Sands (Trades, Portfolio), CEO and CIO of Sands Capital Management added three new positions to his portfolio of 54 stocks, valued at $42.02 billion with a quarter over quarter turnover rate of 7%.

    His firm tends to gravitate toward growth companies and Sands is known to hold stocks for an average of five years.


  • Vanguard Health Care Fund New Buys on 2014 Q4

    Vanguard Health Care Fund (Trades, Portfolio) (trades, Portfolio) is managed by Edward Owens that has worked in investment management for over 30 years. He has managed the Vanguard Health Care Fund (Trades, Portfolio) since its inception in May 1984. Owens received a B.A. from the University of Virginia and an M.B.A from Harvard Business School.

    Owens invests primarily in health care companies. His strategy is characterized by a long-term focus and careful attention to valuations.


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