- New Purchases: OKTA, MRTX, BLUE, ZM, ROP, PAGS, WORK, KRTX, RVLV, IWF,
- Added Positions: ZTS, ABMD, TXN, SE, TDG, MSFT, EDU, EQIX, DG, VRSK, UNH, TSM, BSX, ICE, ROST, HDB, APTV, YNDX, MELI, INTU, LYV, UNP, MCO, CTRP, ASR, MMYT, BIDU, BGNE, HCM,
- Reduced Positions: REGN, SPLK, SHOP, TEAM, AMZN, PLAN, GOOGL, NFLX, NOW, INDA, EW, V, WDAY, ILMN, CRM, NKE, ALGN, FB, CSGP, MTCH, MNST, ASML, BMRN, GOOG, GLPG, INCY, FND, SRPT, SCHW, PANW, ATVI, TWLO, LVS, GWRE,
- Sold Out: BKNG, SBUX,
For the details of Frank Sands's stock buys and sells, go to https://www.gurufocus.com/guru/frank+sands/current-portfolio/portfolioportfolio
These are the top 5 holdings of Frank Sands- Visa Inc (V) - 15,684,204 shares, 8.10% of the total portfolio. Shares reduced by 1.34%
- Amazon.com Inc (AMZN) - 1,282,450 shares, 7.22% of the total portfolio. Shares reduced by 2.5%
- Alibaba Group Holding Ltd (BABA) - 14,272,259 shares, 7.19% of the total portfolio. Shares reduced by 0.51%
- Netflix Inc (NFLX) - 4,956,525 shares, 5.42% of the total portfolio. Shares reduced by 2.48%
- ServiceNow Inc (NOW) - 6,099,601 shares, 4.98% of the total portfolio. Shares reduced by 2.74%
Sands Capital Management initiated holding in Okta Inc. The purchase prices were between $84.23 and $133.38, with an estimated average price of $108.29. The stock is now traded at around $125.25. The impact to a portfolio due to this purchase was 0.71%. The holding were 1,938,689 shares as of .
New Purchase: bluebird bio Inc (BLUE)Sands Capital Management initiated holding in bluebird bio Inc. The purchase prices were between $117.1 and $162.45, with an estimated average price of $133.44. The stock is now traded at around $116.01. The impact to a portfolio due to this purchase was 0.42%. The holding were 1,108,534 shares as of .
New Purchase: Mirati Therapeutics Inc (MRTX)Sands Capital Management initiated holding in Mirati Therapeutics Inc. The purchase prices were between $59.49 and $104.71, with an estimated average price of $77.61. The stock is now traded at around $91.55. The impact to a portfolio due to this purchase was 0.42%. The holding were 1,379,614 shares as of .
New Purchase: Zoom Video Communications Inc (ZM)Sands Capital Management initiated holding in Zoom Video Communications Inc. The purchase prices were between $62 and $102.77, with an estimated average price of $81.76. The stock is now traded at around $91.35. The impact to a portfolio due to this purchase was 0.4%. The holding were 1,518,198 shares as of .
New Purchase: Roper Technologies Inc (ROP)Sands Capital Management initiated holding in Roper Technologies Inc. The purchase prices were between $342.92 and $367.61, with an estimated average price of $354.75. The stock is now traded at around $350.04. The impact to a portfolio due to this purchase was 0.13%. The holding were 116,785 shares as of .
New Purchase: PagSeguro Digital Ltd (PAGS)Sands Capital Management initiated holding in PagSeguro Digital Ltd. The purchase prices were between $25.3 and $38.97, with an estimated average price of $30.89. The stock is now traded at around $45.51. The impact to a portfolio due to this purchase was 0.13%. The holding were 1,152,182 shares as of .
Added: Zoetis Inc (ZTS)Sands Capital Management added to a holding in Zoetis Inc by 1200.61%. The purchase prices were between $97.98 and $114.28, with an estimated average price of $104.6. The stock is now traded at around $122.55. The impact to a portfolio due to this purchase was 1.22%. The holding were 3,915,215 shares as of .
Added: Abiomed Inc (ABMD)Sands Capital Management added to a holding in Abiomed Inc by 64.17%. The purchase prices were between $250.96 and $284.94, with an estimated average price of $265.27. The stock is now traded at around $193.17. The impact to a portfolio due to this purchase was 0.65%. The holding were 2,136,426 shares as of .
Added: Texas Instruments Inc (TXN)Sands Capital Management added to a holding in Texas Instruments Inc by 398.27%. The purchase prices were between $103.21 and $118.43, with an estimated average price of $111.79. The stock is now traded at around $120.40. The impact to a portfolio due to this purchase was 0.14%. The holding were 490,866 shares as of .
Added: Sea Ltd (SE)Sands Capital Management added to a holding in Sea Ltd by 28.86%. The purchase prices were between $22 and $34.45, with an estimated average price of $27.09. The stock is now traded at around $33.33. The impact to a portfolio due to this purchase was 0.1%. The holding were 4,505,500 shares as of .
Added: TransDigm Group Inc (TDG)Sands Capital Management added to a holding in TransDigm Group Inc by 155.91%. The purchase prices were between $440.95 and $497.46, with an estimated average price of $467.52. The stock is now traded at around $542.57. The impact to a portfolio due to this purchase was 0.1%. The holding were 107,928 shares as of .
Added: Microsoft Corp (MSFT)Sands Capital Management added to a holding in Microsoft Corp by 13120.31%. The purchase prices were between $119.02 and $137.78, with an estimated average price of $126.89. The stock is now traded at around $134.97. The impact to a portfolio due to this purchase was 0.09%. The holding were 225,274 shares as of .
Sold Out: Booking Holdings Inc (BKNG)Sands Capital Management sold out a holding in Booking Holdings Inc. The sale prices were between $1650.46 and $1887.73, with an estimated average price of $1795.29.
Sold Out: Starbucks Corp (SBUX)Sands Capital Management sold out a holding in Starbucks Corp. The sale prices were between $73.96 and $84.69, with an estimated average price of $78.35.
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