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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 77 项
建仓 7
增持 19
减持 44
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
SE
SEA LTD
-$2.46B
18,159,912
-11%
增持
SQ
BLOCK INC
-$718.5M
11,270,218
+6%
减持
DASH
DOORDASH INC
-$519.9M
7,805,609
-4%
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。
减持
MELI
MERCADOLIBRE INC
-$446.1M
1,202,959
-2%
减持
NFLX
NETFLIX INC
-$418.6M
4,575,549
-12%
清仓
Z
ZILLOW GROUP INC
-$400.9M
0
-100%
减持
BABA
ALIBABA GROUP HOLDING LTD
-$385.0M
3,650,911
-34%
减持
ALGN
ALIGN TECHNOLOGY INC
-$259.4M
2,549,677
-12%
建仓
TXG
10X GENOMICS INC
+$247.9M
1,663,967
增持
TWLO
TWILIO INC
-$239.6M
5,694,725
+4%
减持
V
VISA INC
-$226.3M
13,190,549
-5%
增持
NET
CLOUDFLARE INC
+$222.1M
8,819,174
+6%
减持
—
ATLASSIAN CORP PLC
-$185.3M
5,381,227
-6%
减持
IRTC
IRHYTHM TECHNOLOGIES INC
+$165.1M
3,041,867
-8%
增持
—
YANDEX N V
-$162.0M
9,209,474
+2%
增持
—
PAGSEGURO DIGITAL LTD
-$160.9M
6,463,920
+1%
减持
—
LAM RESEARCH CORPORATION
+$150.6M
1,389,758
-7%
增持
AMZN
AMAZON COM INC
+$143.2M
843,212
+4%
建仓
NU
NU HLDGS LTD
+$141.2M
15,057,841
减持
DXCM
DEXCOM INC
-$138.1M
3,128,590
-6%
减持
—
FIVERR INTL LTD
-$123.4M
1,607,982
-4%
减持
ZTS
ZOETIS INC
+$122.5M
3,325,876
-6%
减持
EW
EDWARDS LIFESCIENCES CORP
+$112.9M
12,713,047
-6%
减持
CHTR
CHARTER COMMUNICATIONS INC N
-$112.5M
1,116,369
-3%
减持
META
META PLATFORMS INC
-$108.0M
5,382,275
-5%
增持
SHOP
SHOPIFY INC
+$105.5M
1,402,814
+4%
增持
—
XP INC
-$96.9M
8,780,029
+1%
减持
CVNA
CARVANA CO
-$96.9M
1,196,974
-4%
减持
CSGP
COSTAR GROUP INC
-$94.5M
10,279,665
-2%
清仓
EQIX
EQUINIX INC
-$92.1M
0
-100%
建仓
—
STERIS PLC
+$88.7M
364,205
减持
SNOW
SNOWFLAKE INC
+$84.0M
4,320,174
-5%
减持
WMG
WARNER MUSIC GROUP CORP
-$77.0M
11,553,443
-14%
减持
UBER
UBER TECHNOLOGIES INC
-$75.2M
21,067,446
-2%
清仓
DG
DOLLAR GENERAL CORPORATION NEW
-$67.6M
0
-100%
减持
OKTA
OKTA INC
-$67.3M
2,609,932
-5%
减持
NKE
NIKE INC
+$62.5M
6,696,977
-8%
减持
FND
FLOOR & DECOR HLDGS INC
-$60.9M
4,133,258
-17%
增持
MTCH
MATCH GROUP INC NEW
-$59.5M
7,165,014
+12%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$53.4M
9,852,684
-3%
清仓
—
COUPA SOFTWARE INC
-$50.5M
0
-100%
增持
—
GLOBANT S A
+$44.4M
1,238,150
+1%
减持
INTU
INTUIT
+$40.1M
2,075,053
-14%
建仓
IOT
SANSARA INC
+$38.3M
1,361,225
减持
SRPT
SAREPTA THERAPEUTICS INC
-$31.7M
5,364,627
-4%
减持
HDB
HDFC BANK LTD
-$30.9M
2,001,993
-9%
减持
—
APTIV PLC
+$25.8M
5,070,114
-7%
减持
UNH
UNITEDHEALTH GROUP INC
+$22.7M
219,502
-2%
清仓
WDAY
WORKDAY INC
-$22.0M
0
-100%
减持
IQV
IQVIA HLDGS INC
+$20.1M
531,232
-2%
减持
—
ASML HOLDING NV ADR
-$17.9M
2,103,574
-7%
减持
ABNB
AIRBNB INC
-$17.1M
2,563,533
-3%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
+$15.2M
773,217
-2%
减持
GOOGL
ALPHABET INC
+$15.0M
273,493
-6%
减持
ROP
ROPER TECHNOLOGIES INC
+$13.8M
374,077
-2%
增持
NIO
NIO INC
-$12.1M
3,403,400
+1%
减持
NOW
SERVICENOW INC
+$11.5M
2,647,196
-3%
减持
MSFT
MICROSOFT CORP
+$10.5M
430,849
-10%
减持
BFAM
BRIGHT HORIZONS FAM SOL IN D
-$7.6M
464,330
-2%
建仓
IWF
ISHARES TR
+$7.3M
23,752
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$6.2M
78,151
+18%
增持
CHGG
CHEGG INC
+$6.0M
4,024,552
+133%
增持
HCM
HUTCHISON CHINA MEDITECH LTD
-$4.9M
4,233,337
+1%
增持
TME
TENCENT MUSIC ENTMT GROUP
-$3.6M
11,279,499
+1%
清仓
—
OPENDOOR TECHNOLOGIES INC
-$3.5M
0
-100%
建仓
OPEN
OPENDOOR TECHNOLOGIES INC
+$3.1M
209,341
增持
BZ
KANZHUN LIMITED
-$2.3M
3,257,333
+1%
减持
TECH
BIO-TECHNE CORPORATION
+$2.2M
97,220
-2%
减持
WCN
WASTE CONNECTIONS INC
-$1.7M
106,559
-17%
增持
TXN
TEXAS INSTRS INC
-$1.6M
769,186
+1%
增持
PATH
UIPATH INC
+$1.2M
552,204
+28%
减持
GOOG
ALPHABET INC
+$1.1M
173,772
-8%
清仓
ILMN
ILLUMINA INC
-$932.0K
0
-100%
增持
INDA
ISHARES TR
+$625.0K
239,246
+13%
减持
ANSS
ANSYS INC
-$494.0K
27,317
-19%
建仓
BILL
BILL COM HLDGS INC
+$313.0K
1,255
减持
TDG
TRANSDIGM GROUP INC
-$107.0K
147,623
-2%