0001020066-12-000003.txt : 20120214
0001020066-12-000003.hdr.sgml : 20120214
20120214130052
ACCESSION NUMBER: 0001020066-12-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20111231
FILED AS OF DATE: 20120214
DATE AS OF CHANGE: 20120214
EFFECTIVENESS DATE: 20120214
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: SANDS CAPITAL MANAGEMENT, LLC
CENTRAL INDEX KEY: 0001020066
IRS NUMBER: 202830751
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-05734
FILM NUMBER: 12606834
BUSINESS ADDRESS:
STREET 1: SANDS CAPITAL MANAGEMENT, LLC
STREET 2: 1101 WILSON BLVD, SUITE 2300
CITY: ARLINGTON
STATE: VA
ZIP: 22209
BUSINESS PHONE: 703-562-4000
MAIL ADDRESS:
STREET 1: SANDS CAPITAL MANAGEMENT, LLC
STREET 2: 1101 WILSON BLVD, SUITE 2300
CITY: ARLINGTON
STATE: VA
ZIP: 22209
FORMER COMPANY:
FORMER CONFORMED NAME: SANDS CAPITAL MANAGEMENT, LP
DATE OF NAME CHANGE: 20051024
FORMER COMPANY:
FORMER CONFORMED NAME: SANDS CAPITAL MANAGEMENT
DATE OF NAME CHANGE: 20050804
FORMER COMPANY:
FORMER CONFORMED NAME: SANDS CAPITAL MANAGEMENT INC
DATE OF NAME CHANGE: 19990317
13F-HR
1
scm4Q11.txt
4Q11 SCM 13F-HR
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
Form 13F
Form 13F COVER PAGE
Report for the Calendar Year or Quarter Ended: December 31, 2011
Check here if Amendment [ ]; Amendment Number:
This Amendment (Check only one.): [ ] is a restatement.
[ ] adds new holdings entries.
Institutional Investment Manager Filing this Report:
Name: Sands Capital Management, LLC
Address: 1101 Wilson Blvd.
Suite 2300
Arlington, VA 22209
13F File Number: 28-05734
The institutional investment manager filing this report and the person by
whom it is signed hereby represent that the person signing the report is
authorized to submit it, that all information contained herein is true,
correct and complete, and that it is understood that all required items,
statements,schedules, lists, and tables, are considered integral parts
of this form.
Person Signing this Report on Behalf of Reporting Manager:
Name: Robert C. Hancock
Title: Chief Operating Officer & Chief Compliance Officer
Phone: 703-562-4000
Signature, Place, and Date of Signing:
Robert C. Hancock Arlington, VA February 13, 2011
Report Type (Check only one.):
[ X] 13F HOLDINGS REPORT.
[ ] 13F NOTICE.
[ ] 13F COMBINATION REPORT.
List of Other Managers Reporting for this Manager:
Form 13F File Number Name
28-01190 Russell Investment Co.
FORM 13F SUMMARY PAGE
Report Summary:
Number of Other Included Managers: 0
Form13F Information Table Entry Total: 58
Form13F Information Table Value Total: $ 17,382,806(thousands)
List of Other Included Managers:
Provide a numbered list of the name(s) and Form 13F file number(s) of all
institutional managers with respect to which this report is filed, other
than the manager filing this report.
NONE
FORM 13F INFORMATION TABLE
VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE
------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- --------
3D SYSTEMS CORP COM 88554D205 4700 326410 SH SOLE 243810 0 82600
ABB LTD ADR ADR 000375204 34534 1833975 SH SOLE 1361975 0 472000
ALEXION PHARMACEUTICALS INC COM 015351109 628431 8789249 SH SOLE 5880829 0 2908420
ALLERGAN COM 018490102 581407 6626474 SH SOLE 4509962 0 2116512
AMAZON.COM COM 023135106 954886 5516385 SH SOLE 3794046 0 1722339
ANSYS INC COM 03662Q105 10606 185155 SH SOLE 138455 0 46700
APPLE COM 037833100 1305900 3224445 SH SOLE 2207802 0 1016643
ARM HOLDINGS PLC - ADR ADR 042068106 15542 561685 SH SOLE 419385 0 142300
ASML ADR ADR N07059186 547868 13110020 SH SOLE 9039145 0 4070875
ATHENAHEALTH, INC COM 04685W103 13459 274002 SH SOLE 170520 0 103482
BIOGEN IDEC, INC. COM 09062X103 2127 19325 SH SOLE 625 0 18700
BIOMARIN PHARMS COM 09061G101 5894 171450 SH SOLE 5650 0 165800
C H ROBINSON WORLDWIDE, INC. COM 12541W209 261065 3741260 SH SOLE 2525388 0 1215872
CELGENE COM 151020104 2552 37750 SH SOLE 1250 0 36500
CERNER CORP COM 156782104 1906 31125 SH SOLE 1025 0 30100
CHARLES SCHWAB COM 808513105 330743 29373298 SH SOLE 20112767 0 9260531
CISCO SYSTEMS COM 17275R102 253 14000 SH SOLE 7500 0 6500
COACH, INC. COM 189754104 355087 5817288 SH SOLE 3953068 0 1864220
CONCUR TECHNOLOGIES INC COM 206708109 9530 187644 SH SOLE 140460 0 47184
CREE INC. COM 225447101 5501 249600 SH SOLE 187600 0 62000
DEXCOM INC COM 252131107 1430 153650 SH SOLE 5050 0 148600
EDWARDS LIFESCIENCES CORP COM 28176E108 2331 32970 SH SOLE 1070 0 31900
F5 NETWORKS INC COM 315616102 530768 5001582 SH SOLE 3393581 0 1608001
FLIR SYSTEMS INC COM 302445101 9329 372130 SH SOLE 277930 0 94200
FMC TECHNOLOGIES COM 30249U101 579262 11090606 SH SOLE 7593045 0 3497561
GOOGLE CL A 38259P508 1137307 1760809 SH SOLE 1212378 0 548431
HEARTWARE INTERNATIONAL INC COM 422368100 1894 27450 SH SOLE 900 0 26550
ILLUMINA INC COM 452327109 337001 11056466 SH SOLE 7442211 0 3614255
INTERCONTINENTAL EXCHANGE COM 45865V100 473988 3931881 SH SOLE 2691945 0 1239936
INTUITIVE SURGICAL COM 46120E602 681074 1470970 SH SOLE 1009475 0 461495
IPG PHOTONICS CORP COM 44980X109 9052 267260 SH SOLE 199660 0 67600
ISHARES TR RUSSELL 1000 GROWTH RUSSELL1000GRW 464287614 7393 127930 SH SOLE 125255 0 2675
LAS VEGAS SANDS COM 517834107 515838 12072031 SH SOLE 8305926 0 3766105
MERCADOLIBRE ADR 58733R102 84021 1056335 SH SOLE 785035 0 271300
MINDRAY MEDICAL INTL ADR ADR 602675100 2068 80650 SH SOLE 2650 0 78000
NATIONAL OILWELL VARCO COM 637071101 578848 8513725 SH SOLE 5893878 0 2619847
NETFLIX INC COM 64110L106 144142 2080269 SH SOLE 1413998 0 666271
NETSUITE INC COM 64118Q107 14821 365500 SH SOLE 272900 0 92600
NEW ORIENTAL EDUCATION ADR ADR 647581107 61667 2564125 SH SOLE 1916125 0 648000
NIKE COM 654106103 611315 6343414 SH SOLE 4348152 0 1995262
NUVASIVE COM 670704105 1830 145350 SH SOLE 5350 0 140000
NXSTAGE MEDICAL INC COM 67072V103 1372 77150 SH SOLE 2550 0 74600
OPENTABLE INC COM 68372A104 98382 2514222 SH SOLE 1714622 0 799600
PRAXAIR, INC. COM 74005P104 489067 4574991 SH SOLE 3139507 0 1435484
PRICELINE.COM INC COM 741503403 474247 1013977 SH SOLE 686929 0 327048
QUALCOMM COM 747525103 952100 17405858 SH SOLE 11997268 0 5408590
REGENERON PHARMACEUTICALS COM 75886F107 153452 2768395 SH SOLE 1852055 0 916340
SALESFORCE.COM COM 79466L302 943562 9299842 SH SOLE 6393099 0 2906743
SCHLUMBERGER COM 806857108 623076 9121304 SH SOLE 6304925 0 2816379
SEATTLE GENETICS INC COM 812578102 686 41025 SH SOLE 1325 0 39700
SILICON GRAPHICS INTL CORP COM 82706L108 8004 698405 SH SOLE 523705 0 174700
SOUTHWESTERN ENERGY COMPANY COM 845467109 300015 9393067 SH SOLE 6369407 0 3023660
STARBUCKS COM 855244109 578166 12566098 SH SOLE 8527444 0 4038654
STERICYCLE COM 858912108 1806 23175 SH SOLE 775 0 22400
VARIAN MEDICAL SYSTEMS COM 92220P105 3803 56650 SH SOLE 1850 0 54800
VISA INC COM 92826C839 1408668 13874399 SH SOLE 9524969 0 4349430
VOLCANO CORP COM 928645100 1904 80050 SH SOLE 2650 0 77400
WW GRAINGER INC COM 384802104 487125 2602303 SH SOLE 1767726 0 834577