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SANDS CAPITAL MANAGEMENT, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

SANDS CAPITAL MANAGEMENT, LLC

报告期 2026-03-31 · CIK 0001020066

持仓数

67

前50大市值合计

$25.38B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

NVDA NVIDIA CORPORATION

COM

$3.15B

18,085,742

12.4%

TSM TAIWAN SEMICONDUCTOR MANUFAC

SPONSORED ADS

$1.98B

5,862,685

7.8%

GOOGL ALPHABET INC

CAP STK CL A

$1.47B

5,124,494

5.8%

AMZN AMAZON COM INC

COM

$1.40B

6,719,055

5.5%

SHOP SHOPIFY INC

CL A SUB VTG SHS

$1.06B

8,935,666

4.2%

NFLX NETFLIX INC.

COM

$905.2M

9,414,668

3.6%

— SPOTIFY TECHNOLOGY S A

SHS

$870.0M

1,794,226

3.4%

— ASML HLDG NV

N Y REGISTRY SHS

$845.1M

639,833

3.3%

V VISA INC

COM CL A

$837.3M

2,770,431

3.3%

MELI MERCADOLIBRE INC

COM

$822.1M

475,455

3.2%

NET CLOUDFLARE INC

CL A COM

$755.6M

3,661,749

3.0%

META META PLATFORMS INC

CL A

$731.8M

1,279,121

2.9%

ICE INTERCONTINENTAL EXCHANGE IN

COM

$689.6M

4,384,298

2.7%

CVNA CARVANA CO

CL A

$665.6M

2,117,248

2.6%

AXON AXON ENTERPRISE INC

COM

$664.4M

1,564,504

2.6%

ISRG INTUITIVE SURGICAL INC

COM NEW

$609.1M

1,321,274

2.4%

DASH DOORDASH INC

CL A

$594.2M

3,957,060

2.3%

MSFT MICROSOFT CORP

COM

$566.4M

1,530,124

2.2%

IOT SAMSARA INC

COM CL A

$496.2M

15,657,744

2.0%

NU NU HLDGS LTD

ORD SHS CL A

$493.5M

34,342,221

1.9%

AVGO BROADCOM INC

COM

$434.2M

1,402,835

1.7%

SE SEA LTD

SPONSORD ADS

$391.6M

4,728,550

1.5%

APP APPLOVIN CORP

COM CL A

$386.7M

971,561

1.5%

PWR QUANTA SVCS INC

COM

$343.9M

626,348

1.4%

SQ BLOCK INC

CL A

$331.6M

5,510,835

1.3%

CRS CARPENTER TECHNOLOGY CORP

COM

$324.5M

823,277

1.3%

CSL CARLISLE COS INC

COM

$306.8M

919,614

1.2%

ARGX ARGENX SE

SPONSORED ADR

$248.5M

340,285

1.0%

BE BLOOM ENERGY CORP

COM CL A

$241.0M

1,779,038

0.9%

BLDR BUILDERS FIRSTSOURCE INC

COM

$215.8M

2,621,085

0.9%

— ON HLDG AG

NAMEN AKT A

$215.2M

6,325,547

0.8%

— SEAGATE TECHNOLOGY HLDNGS PL

ORD SHS

$208.4M

531,892

0.8%

— FLUTTER ENTMT PLC

SHS

$202.8M

1,988,830

0.8%

TTEK TETRA TECH INC NEW

COM

$200.6M

6,658,823

0.8%

MCK MCKESSON CORP

COM

$174.2M

201,283

0.7%

CPNG COUPANG INC

CL A

$173.2M

9,172,187

0.7%

DDOG DATADOG INC

CL A COM

$166.0M

1,406,366

0.7%

LRCX LAM RESEARCH CORP

COM NEW

$161.4M

755,222

0.6%

RBLX ROBLOX CORP

CL A

$154.2M

2,726,701

0.6%

FWONK LIBERTY MEDIA CORP DEL

COM LBTY ONE S C

$132.6M

1,559,760

0.5%

kspi us equity KASPI KZ JSC

SPONSORED ADS

$117.5M

1,586,334

0.5%

TDG TRANSDIGM GROUP INC

COM

$109.3M

94,341

0.4%

WCN WASTE CONNECTIONS INC

COM

$103.1M

634,903

0.4%

APH AMPHENOL CORP

CL A

$101.8M

805,602

0.4%

— FERRARI N V

COM

$97.4M

287,709

0.4%

RARE ULTRAGENYX PHARMACEUTICAL IN

COM

$67.3M

3,214,533

0.3%

BSX BOSTON SCIENTIFIC CORP

COM

$46.2M

736,109

0.2%

YMM FULL TRUCK ALLIANCE CO LTD

SPONSORED ADS

$41.3M

4,970,779

0.2%

— GRAB HOLDINGS LIMITED

CLASS A ORD

$33.4M

9,122,432

0.1%

LLY ELI LILLY & CO

COM

$30.2M

32,887

0.1%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

39%前 6 大占比

NVDA12.4%TSM7.8%GOOGL5.8%AMZN5.5%SHOP4.2%NFLX3.6%