Sands Capital Management Buys Intuit Inc, Aptiv PLC, Twilio Inc, Sells Booking Holdings Inc, Starbucks Corp, Alexion Pharmaceuticals Inc

Investment company Sands Capital Management buys Intuit Inc, Aptiv PLC, Twilio Inc, Match Group Inc, Abiomed Inc, New Oriental Education & Technology Group Inc, HDFC Bank, Grupo Aeroportuario del Sureste SAB de CV, Texas Instruments Inc, Crown Castle International Corp, Boston Scientific Corp, Microsoft Corp, sells Booking Holdings Inc, Starbucks Corp, Alexion Pharmaceuticals Inc, Loxo Oncology Inc, Palo Alto Networks Inc, Charles Schwab Corp, Splunk Inc, Ishares MSCI India, iShares Russell 1000 Growth, Fomento Economico Mexicano SAB de CV, SPDR S&P 500 during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Sands Capital Management. As of 2019Q1, Sands Capital Management owns 71 stocks with a total value of $32.4 billion. These are the details of the buys and sells.

For the details of Frank Sands's stock buys and sells, go to https://www.gurufocus.com/guru/frank+sands/current-portfolio/portfolio

These are the top 5 holdings of Frank Sands
  1. Alibaba Group Holding Ltd (BABA) - 14,345,101 shares, 8.07% of the total portfolio. Shares reduced by 4.27%
  2. Visa Inc (V) - 15,897,277 shares, 7.65% of the total portfolio. Shares reduced by 3.73%
  3. Amazon.com Inc (AMZN) - 1,315,274 shares, 7.22% of the total portfolio. Shares reduced by 5%
  4. Netflix Inc (NFLX) - 5,082,797 shares, 5.59% of the total portfolio. Shares reduced by 5.02%
  5. ServiceNow Inc (NOW) - 6,271,190 shares, 4.76% of the total portfolio. Shares reduced by 7.17%
New Purchase: Twilio Inc (TWLO)

Sands Capital Management initiated holding in Twilio Inc. The purchase prices were between $81.25 and $135.66, with an estimated average price of $112.06. The stock is now traded at around $133.65. The impact to a portfolio due to this purchase was 0.82%. The holding were 2,064,208 shares as of .

New Purchase: Crown Castle International Corp (CCI)

Sands Capital Management initiated holding in Crown Castle International Corp. The purchase prices were between $105.67 and $128, with an estimated average price of $117.05. The stock is now traded at around $127.03. The impact to a portfolio due to this purchase was 0.03%. The holding were 80,681 shares as of .

New Purchase: Texas Instruments Inc (TXN)

Sands Capital Management initiated holding in Texas Instruments Inc. The purchase prices were between $88.88 and $112.22, with an estimated average price of $103.45. The stock is now traded at around $110.32. The impact to a portfolio due to this purchase was 0.03%. The holding were 98,514 shares as of .

New Purchase: Boston Scientific Corp (BSX)

Sands Capital Management initiated holding in Boston Scientific Corp. The purchase prices were between $32.91 and $40.75, with an estimated average price of $38.17. The stock is now traded at around $37.11. The impact to a portfolio due to this purchase was 0.02%. The holding were 160,193 shares as of .

New Purchase: Microsoft Corp (MSFT)

Sands Capital Management initiated holding in Microsoft Corp. The purchase prices were between $97.4 and $120.22, with an estimated average price of $108.95. The stock is now traded at around $125.64. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 1,704 shares as of .

Added: Intuit Inc (INTU)

Sands Capital Management added to a holding in Intuit Inc by 4076.95%. The purchase prices were between $188.52 and $261.41, with an estimated average price of $230.35. The stock is now traded at around $242.38. The impact to a portfolio due to this purchase was 1.74%. The holding were 2,211,905 shares as of .

Added: Aptiv PLC (APTV)

Sands Capital Management added to a holding in Aptiv PLC by 3710.60%. The purchase prices were between $60.42 and $84.27, with an estimated average price of $76.59. The stock is now traded at around $74.90. The impact to a portfolio due to this purchase was 1.2%. The holding were 5,030,750 shares as of .

Added: Abiomed Inc (ABMD)

Sands Capital Management added to a holding in Abiomed Inc by 52.68%. The purchase prices were between $276.39 and $362.25, with an estimated average price of $332.72. The stock is now traded at around $260.61. The impact to a portfolio due to this purchase was 0.4%. The holding were 1,301,348 shares as of .

Added: Match Group Inc (MTCH)

Sands Capital Management added to a holding in Match Group Inc by 30.09%. The purchase prices were between $41.12 and $59.51, with an estimated average price of $52.75. The stock is now traded at around $69.71. The impact to a portfolio due to this purchase was 0.4%. The holding were 10,049,288 shares as of .

Added: New Oriental Education & Technology Group Inc (EDU)

Sands Capital Management added to a holding in New Oriental Education & Technology Group Inc by 95.86%. The purchase prices were between $53.95 and $90.09, with an estimated average price of $74.87. The stock is now traded at around $85.45. The impact to a portfolio due to this purchase was 0.1%. The holding were 770,244 shares as of .

Added: HDFC Bank Ltd (HDB)

Sands Capital Management added to a holding in HDFC Bank Ltd by 52.08%. The purchase prices were between $95.74 and $115.91, with an estimated average price of $103.67. The stock is now traded at around $115.88. The impact to a portfolio due to this purchase was 0.09%. The holding were 701,317 shares as of .

Sold Out: Alexion Pharmaceuticals Inc (ALXN)

Sands Capital Management sold out a holding in Alexion Pharmaceuticals Inc. The sale prices were between $97.36 and $137.75, with an estimated average price of $123.89.

Sold Out: Loxo Oncology Inc (LOXO)

Sands Capital Management sold out a holding in Loxo Oncology Inc. The sale prices were between $131.02 and $234.75, with an estimated average price of $222.49.

Sold Out: iShares Russell 1000 Growth (IWF)

Sands Capital Management sold out a holding in iShares Russell 1000 Growth. The sale prices were between $126.39 and $152.69, with an estimated average price of $143.37.

Sold Out: Fomento Economico Mexicano SAB de CV (FMX)

Sands Capital Management sold out a holding in Fomento Economico Mexicano SAB de CV. The sale prices were between $86.05 and $94.31, with an estimated average price of $91.2.

Sold Out: SPDR S&P 500 (SPY)

Sands Capital Management sold out a holding in SPDR S&P 500. The sale prices were between $244.21 and $284.73, with an estimated average price of $271.34.

Reduced: Booking Holdings Inc (BKNG)

Sands Capital Management reduced to a holding in Booking Holdings Inc by 54.6%. The sale prices were between $1649.49 and $1935.5, with an estimated average price of $1785.18. The stock is now traded at around $1783.62. The impact to a portfolio due to this sale was -1.52%. Sands Capital Management still held 206,404 shares as of .

Reduced: Starbucks Corp (SBUX)

Sands Capital Management reduced to a holding in Starbucks Corp by 97.25%. The sale prices were between $61.53 and $74.34, with an estimated average price of $68.63. The stock is now traded at around $77.55. The impact to a portfolio due to this sale was -1.12%. Sands Capital Management still held 137,461 shares as of .

Reduced: Palo Alto Networks Inc (PANW)

Sands Capital Management reduced to a holding in Palo Alto Networks Inc by 45.77%. The sale prices were between $179.7 and $254.88, with an estimated average price of $221.76. The stock is now traded at around $223.01. The impact to a portfolio due to this sale was -0.79%. Sands Capital Management still held 1,390,492 shares as of .

Reduced: Charles Schwab Corp (SCHW)

Sands Capital Management reduced to a holding in Charles Schwab Corp by 33.71%. The sale prices were between $40.72 and $47.98, with an estimated average price of $45.15. The stock is now traded at around $43.23. The impact to a portfolio due to this sale was -0.53%. Sands Capital Management still held 7,086,967 shares as of .

Reduced: Splunk Inc (SPLK)

Sands Capital Management reduced to a holding in Splunk Inc by 31.48%. The sale prices were between $100.81 and $138.45, with an estimated average price of $124.63. The stock is now traded at around $133.95. The impact to a portfolio due to this sale was -0.46%. Sands Capital Management still held 2,670,879 shares as of .

Reduced: Ishares MSCI India (INDA)

Sands Capital Management reduced to a holding in Ishares MSCI India by 31.22%. The sale prices were between $31.65 and $35.66, with an estimated average price of $33.2. The stock is now traded at around $33.09. The impact to a portfolio due to this sale was -0.13%. Sands Capital Management still held 2,357,135 shares as of .



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