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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
$25.38B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 80 项
建仓 3
增持 46
减持 22
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
NET
CLOUDFLARE INC
+$828.2M
8,323,377
+705%
减持
ILMN
ILLUMINA INC
-$792.1M
2,298
-100%
增持
—
ATLASSIAN CORP PLC
+$782.9M
5,715,280
+1%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
SQ
SQUARE INC
+$764.4M
10,585,033
+45%
减持
WDAY
WORKDAY INC
-$723.1M
88,039
-97%
减持
UBER
UBER TECHNOLOGIES INC
-$717.7M
21,397,459
-36%
减持
BABA
ALIBABA GROUP HOLDING LTD
-$568.3M
5,529,962
-10%
增持
DXCM
DEXCOM INC
+$521.0M
3,324,368
+9%
增持
DASH
DOORDASH INC
+$515.8M
8,166,440
+25%
增持
SNOW
SNOWFLAKE INC
+$480.0M
4,561,278
+23%
清仓
ZM
ZOOM VIDEO COMMUNICATIONS IN
-$430.3M
0
-100%
减持
NFLX
NETFLIX INC
+$404.5M
5,202,192
-1%
减持
—
COUPA SOFTWARE INC
-$338.4M
230,192
-84%
清仓
GO
GROCERY OUTLET HLDG CORP
-$283.1M
0
-100%
减持
PATH
UIPATH INC
-$269.2M
430,104
-90%
增持
AMZN
AMAZON COM INC
+$249.1M
812,276
+16%
清仓
TCOM
TRIP COM GROUP LTD
-$243.2M
0
-100%
增持
MELI
MERCADOLIBRE INC
+$190.6M
1,231,475
+2%
减持
SE
SEA LTD
+$183.0M
20,469,459
-11%
增持
OKTA
OKTA INC
+$177.6M
2,748,539
+42%
清仓
—
NEW ORIENTAL ED & TECH GRP I
-$169.6M
0
-100%
增持
ALGN
ALIGN TECHNOLOGY INC
+$169.4M
2,907,936
+1%
减持
Z
ZILLOW GROUP INC
-$159.7M
4,548,965
-1%
增持
CSGP
COSTAR GROUP INC
+$159.5M
10,537,662
+17%
减持
NOW
SERVICENOW INC
+$154.5M
2,742,929
-3%
增持
EW
EDWARDS LIFESCIENCES CORP
+$142.4M
13,550,416
+1%
建仓
NIO
NIO INC
+$119.9M
3,364,376
增持
SHOP
SHOPIFY INC
-$112.4M
1,347,329
+2%
增持
V
VISA INC
-$105.7M
13,848,830
+1%
增持
—
LAM RESEARCH CORPORATION
-$104.3M
1,491,443
+2%
减持
INTU
INTUIT
+$103.4M
2,399,551
-1%
减持
—
FIVERR INTL LTD
-$103.2M
1,676,359
-1%
增持
—
YANDEX N V
+$95.8M
9,024,689
+2%
增持
TME
TENCENT MUSIC ENTMT GROUP
-$87.5M
11,156,144
+3%
减持
WMG
WARNER MUSIC GROUP CORP
+$87.0M
13,473,812
-1%
增持
—
GLOBANT S A
+$82.2M
1,225,906
+2%
增持
GOOGL
ALPHABET INC
+$79.1M
290,738
+2%
减持
SRPT
SAREPTA THERAPEUTICS INC
+$78.9M
5,566,103
-1%
增持
ABNB
AIRBNB INC
+$76.7M
2,646,079
+10%
减持
FND
FLOOR & DECOR HLDGS INC
+$72.1M
4,953,238
-1%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$56.3M
10,138,793
+3%
增持
TWLO
TWILIO INC
-$46.7M
5,451,329
+20%
增持
NKE
NIKE INC
-$45.6M
7,255,317
+2%
增持
META
FACEBOOK INC
-$43.6M
5,652,187
+0%
清仓
—
KARUNA THERAPEUTICS INC
-$43.4M
0
-100%
减持
—
ASML HOLDING NV ADR
+$40.9M
2,271,641
-5%
增持
GOOG
ALPHABET INC
+$39.0M
188,231
+2%
减持
MTCH
MATCH GROUP INC NEW
-$35.7M
6,414,973
-1%
增持
CHGG
CHEGG INC
-$24.5M
1,728,471
+1%
增持
—
APTIV PLC
-$24.3M
5,440,613
+3%
减持
ZTS
ZOETIS INC
+$21.7M
3,549,603
-1%
增持
IRTC
IRHYTHM TECHNOLOGIES INC
-$21.4M
3,293,424
+2%
增持
—
XP INC
-$20.4M
8,694,082
+2%
清仓
TSHA
TAYSHA GENE THERAPIES INC
-$15.4M
0
-100%
增持
—
PAGSEGURO DIGITAL LTD
-$15.1M
6,386,982
+3%
清仓
MASS
908 DEVICES INC
-$12.6M
0
-100%
清仓
—
SPRUCE BIOSCIENCES INC
-$8.8M
0
-100%
增持
BZ
KANZHUN LIMITED
-$8.4M
3,220,360
+3%
清仓
TARS
TARSUS PHARMACEUTICALS INC
-$7.5M
0
-100%
增持
HCM
HUTCHISON CHINA MEDITECH LTD
-$7.2M
4,189,453
+2%
增持
ROP
ROPER TECHNOLOGIES INC
-$7.0M
381,524
+1%
增持
MSFT
MICROSOFT CORP
+$6.4M
476,852
+1%
增持
HDB
HDFC BANK LTD
+$5.8M
2,204,992
+4%
建仓
W
WAYFAIR INC
+$5.6M
22,109
增持
TECH
BIO-TECHNE CORPORATION
+$4.0M
99,153
+1%
建仓
—
OPENDOOR TECHNOLOGIES INC
+$3.5M
171,975
增持
WCN
WASTE CONNECTIONS INC
+$3.5M
129,142
+20%
减持
CVNA
CARVANA CO
-$3.1M
1,241,293
-1%
增持
BFAM
BRIGHT HORIZONS FAM SOL IN D
-$2.9M
473,575
+1%
增持
TDG
TRANSDIGM GROUP INC
-$2.6M
150,563
+1%
减持
CHTR
CHARTER COMMUNICATIONS INC N
+$2.6M
1,154,978
-1%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
-$1.9M
788,652
+1%
增持
ANSS
ANSYS INC
+$1.8M
33,636
+20%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$1.5M
66,205
-2%
减持
EQIX
EQUINIX INC
-$1.5M
116,601
-0%
增持
UNH
UNITEDHEALTH GROUP INC
-$1.4M
223,864
+1%
增持
TXN
TEXAS INSTRS INC
+$1.0M
762,761
+1%
增持
INDA
ISHARES TR
+$1.0M
212,411
+1%
增持
DG
DOLLAR GENERAL CORPORATION NEW
-$848.0K
318,475
+1%
增持
IQV
IQVIA HLDGS INC
+$177.0K
541,820
+1%