Sands Capital Management Buys Zoetis Inc, Okta Inc, Abiomed Inc, Sells Regeneron Pharmaceuticals Inc, Booking Holdings Inc, Splunk Inc

Investment company Sands Capital Management (Current Portfolio) buys Zoetis Inc, Okta Inc, Abiomed Inc, bluebird bio Inc, Mirati Therapeutics Inc, sells Regeneron Pharmaceuticals Inc, Booking Holdings Inc, Splunk Inc, Shopify Inc, Anaplan Inc during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Sands Capital Management. As of 2019Q2, Sands Capital Management owns 79 stocks with a total value of $33.6 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/portfolioportfolio

These are the top 5 holdings of Frank Sands
  1. Visa Inc (V) - 15,684,204 shares, 8.10% of the total portfolio. Shares reduced by 1.34%
  2. Amazon.com Inc (AMZN) - 1,282,450 shares, 7.22% of the total portfolio. Shares reduced by 2.5%
  3. Alibaba Group Holding Ltd (BABA) - 14,272,259 shares, 7.19% of the total portfolio. Shares reduced by 0.51%
  4. Netflix Inc (NFLX) - 4,956,525 shares, 5.42% of the total portfolio. Shares reduced by 2.48%
  5. ServiceNow Inc (NOW) - 6,099,601 shares, 4.98% of the total portfolio. Shares reduced by 2.74%
New Purchase: Okta Inc (OKTA)

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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