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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 71 项
建仓 2
增持 38
减持 26
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
SE
SEA LTD
-$1.65B
20,100,417
+11%
减持
NFLX
NETFLIX INC
-$1.49B
3,393,966
-26%
减持
META
META PLATFORMS INC
-$1.37B
1,988,628
-63%
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
ALGN
ALIGN TECHNOLOGY INC
-$645.5M
2,362,663
-7%
减持
TWLO
TWILIO INC
-$644.6M
5,188,223
-9%
建仓
ENTG
ENTEGRIS INC
+$583.9M
4,448,146
清仓
—
YANDEX N V
-$557.2M
0
-100%
增持
SHOP
SHOPIFY INC
-$494.1M
2,127,581
+52%
增持
DXCM
DEXCOM INC
+$463.3M
4,189,245
+34%
增持
NET
CLOUDFLARE INC
+$462.3M
13,550,528
+54%
清仓
BABA
ALIBABA GROUP HOLDING LTD
-$433.7M
0
-100%
减持
—
ASML HOLDING NV ADR
-$394.4M
1,916,866
-9%
增持
INTU
INTUIT
-$300.1M
2,151,624
+4%
减持
—
LAM RESEARCH CORPORATION
-$293.8M
1,312,592
-6%
清仓
CVNA
CARVANA CO
-$277.4M
0
-100%
减持
EW
EDWARDS LIFESCIENCES CORP
-$269.4M
11,702,285
-8%
增持
—
ATLASSIAN CORP PLC
-$257.4M
6,106,826
+13%
减持
ZTS
ZOETIS INC
-$254.9M
2,951,768
-11%
增持
SQ
BLOCK INC
+$250.6M
15,271,728
+36%
增持
SNOW
SNOWFLAKE INC
-$233.7M
5,367,215
+24%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$225.0M
9,210,909
-7%
减持
NKE
NIKE INC
-$219.6M
6,662,886
-1%
增持
—
APTIV PLC
-$215.7M
5,184,415
+2%
减持
UBER
UBER TECHNOLOGIES INC
-$202.0M
19,096,409
-9%
增持
FND
FLOOR & DECOR HLDGS INC
-$195.4M
4,221,881
+2%
增持
NOW
SERVICENOW INC
-$195.2M
2,735,070
+3%
增持
OKTA
OKTA INC
-$187.5M
2,633,732
+1%
减持
CHTR
CHARTER COMMUNICATIONS INC N
-$187.0M
991,422
-11%
减持
GOOG
ALPHABET INC
-$150.3M
126,227
-27%
增持
MTCH
MATCH GROUP INC NEW
-$142.4M
7,404,306
+3%
减持
IRTC
IRHYTHM TECHNOLOGIES INC
+$118.3M
3,024,758
-1%
减持
SRPT
SAREPTA THERAPEUTICS INC
-$109.4M
4,782,951
-11%
减持
V
VISA INC
-$103.3M
12,423,741
-6%
增持
CSGP
COSTAR GROUP INC
-$100.8M
10,683,596
+4%
增持
DASH
DOORDASH INC
-$95.6M
9,101,753
+17%
建仓
—
LIBERTY MEDIA CORP DEL
+$90.7M
1,298,637
清仓
TME
TENCENT MUSIC ENTMT GROUP
-$77.3M
0
-100%
减持
HCM
HUTCHISON CHINA MEDITECH LTD
-$69.2M
4,189,421
-1%
增持
MELI
MERCADOLIBRE INC
-$66.4M
1,307,891
+9%
增持
—
FIVERR INTL LTD
-$56.8M
1,657,089
+3%
增持
WMG
WARNER MUSIC GROUP CORP
-$51.4M
11,822,919
+2%
减持
—
PAGSEGURO DIGITAL LTD
-$41.2M
6,397,427
-1%
增持
—
GLOBANT S A
-$37.3M
1,341,415
+8%
增持
CHGG
CHEGG INC
+$32.5M
4,301,885
+7%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$31.9M
558,972
-28%
增持
ABNB
AIRBNB INC
+$25.9M
2,635,443
+3%
增持
NU
NU HLDGS LTD
-$24.1M
15,173,934
+1%
减持
TXN
TEXAS INSTRS INC
-$24.0M
659,508
-14%
增持
TECH
BIO-TECHNE CORPORATION
+$21.5M
165,908
+71%
增持
IQV
IQVIA HLDGS INC
-$19.1M
565,821
+7%
减持
UNH
UNITEDHEALTH GROUP INC
-$18.4M
180,117
-18%
增持
GOOGL
ALPHABET INC
-$17.7M
278,504
+2%
减持
ROP
ROPER TECHNOLOGIES INC
-$15.0M
357,912
-4%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$11.3M
72,496
-7%
增持
IOT
SANSARA INC
-$10.4M
1,739,089
+28%
增持
AMZN
AMAZON COM INC
+$10.4M
865,637
+3%
增持
NIO
NIO INC
+$10.2M
5,604,468
+65%
减持
—
XP INC
+$9.3M
8,693,906
-1%
增持
BFAM
BRIGHT HORIZONS FAM SOL IN D
+$7.1M
493,804
+6%
增持
—
STERIS PLC
+$5.1M
387,630
+6%
增持
PATH
UIPATH INC
-$5.0M
871,662
+58%
增持
TXG
10X GENOMICS INC
-$4.3M
3,201,394
+92%
清仓
W
WAYFAIR INC
-$4.2M
0
-100%
增持
HDB
HDFC BANK LTD
+$3.3M
2,177,380
+9%
减持
TDG
TRANSDIGM GROUP INC
-$3.0M
139,591
-5%
增持
MSFT
MICROSOFT CORP
-$2.9M
460,530
+7%
增持
BZ
KANZHUN LIMITED
-$2.0M
4,479,290
+38%
增持
WCN
WASTE CONNECTIONS INC
+$2.0M
118,170
+11%
减持
IWF
ISHARES TR
-$1.9M
19,400
-18%
增持
ANSS
ANSYS INC
-$1.3M
30,345
+11%
增持
INDA
ISHARES TR
-$167.0K
242,320
+1%