Chief investment officer and chief executive officer of Sands Capital Management, Frank Sands (Trades, Portfolio), bought shares of the following stocks in the fourth quarter of 2018 and first quarter of 2019.
Abiomed Inc. (ABMD)
The guru raised his position by 92.14% in the fourth quarter and added 52.68% in the first quarter.
With a market cap of $11.83 billion, the company supplies temporary mechanical circulatory support devices. Its revenue of $769.43 million has grown 28.70% over the last five years.
PRIMECAP Management (Trades, Portfolio) is the largest guru shareholder of the company with 6.99% of outstanding shares, followed by Jim Simons' (Trades, Portfolio) Renaissance Technologies with 4.57% and Pioneer Investments (Trades, Portfolio) with 1.41%
Aptiv PLC (APTV)
The investor added 47.41% to his holding in the fourth quarter and then boosted it 3,710.6% in the first quarter.
The company, which provides wiring assemblies, connectors and hybrid electrical systems, has a market cap of $17.41 billion. Its revenue of $14.38 billion has grown 1.60% over the last five years.
The company's largest guru shareholder is Sands with 1.95% of outstanding shares, followed by Al Gore (Trades, Portfolio) with 1.64% and Bill Nygren (Trades, Portfolio) with 0.85%.
Grupo Aeroportuario del Sureste SAB de CV (ASR)
Sands increased his holding by 12.96% in the fourth quarter and boosted it by 23.73% in the first quarter.
The company, which operates nine airports in southeast Mexico, has a market cap of $4.85 billion. Its revenue of $793.8 million has grown 24.10% over the last five years.
Sands’ firm is the largest guru shareholder of the company with 1.53% of outstanding shares, followed by the Simons’ firm with 0.25%.
HDFC Bank Ltd. (HDB)
In the fourth quarter, the guru added 19.26% to the holding, and boosted it 52.08% in the first quarter.
The Indian non-government-owned banks has a market cap of $90.93 billion. Its revenue of $9.14 billion has risen 18.30% over the last five years.
The largest guru shareholder of the company is Ken Fisher (Trades, Portfolio) with 0.47% of outstanding shares followed by Pioneer Investments (Trades, Portfolio) with 0.01%.
Intuit Inc. (INTU)
The investor boosted the position by 25.55% in the fourth quarter and then boosted it 4,076.95% in the first quarter.
The software products provider has a market cap of $62.55 billion. Its revenue of $6.43 billion has grown 11.90% over the last five years.
The largest shareholder of guru is PRIMECAP Management (Trades, Portfolio) with 1.50% of outstanding shares followed by Philippe Laffont (Trades, Portfolio) with 0.43%, Pioneer Investments (Trades, Portfolio) with 0.17% and George Soros (Trades, Portfolio) with 0.04%.
Sarepta Therapeutics Inc. (SRPT)
The investor added 362.75% to his position in the fourth quarter and increased it 16.88% in the first quarter.
The biotechnology company has a market cap of $8.74 billion. Its revenue of $323.44 million has grown 87.80% over the last five years.
The largest guru shareholder of the company is the Sands’ firm with 4.88% of outstanding shares followed by Steven Cohen (Trades, Portfolio)’s Point72 Asset Management with 0.35%.
Zoetis Inc. (ZTS)
The investor increased his position 12.89% in the fourth quarter and added 11.14% in the first quarter.
The company, which provides anti-infectives and vaccines for animals, has a market cap of $48.95 billion. Its revenue of $5.91 billion has grown 5.20% over the last five years.
The largest shareholder of guru is Pioneer Investments (Trades, Portfolio) with 0.86% of outstanding shares followed by MS Global Franchise Fund (Trades, Portfolio) with 0.11%.
Disclosure: I do not own any stocks mentioned.
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