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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 69 项
建仓 1
增持 24
减持 41
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
V
VISA INC
-$472.8M
10,746,016
-11%
清仓
TWLO
TWILIO INC
-$375.2M
0
-100%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$309.7M
6,248,926
-31%
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。
建仓
RGEN
REPLIGEN CORP
+$306.7M
1,638,959
减持
NOW
SERVICENOW INC
-$303.4M
2,609,325
-4%
增持
NFLX
NETFLIX INC
+$281.4M
3,680,591
+10%
减持
SE
SEA LTD
-$272.6M
19,554,102
-4%
减持
EW
EDWARDS LIFESCIENCES CORP
-$253.8M
10,405,902
-11%
减持
MELI
MERCADOLIBRE INC
+$210.1M
1,253,050
-4%
减持
NKE
NIKE INC
-$200.6M
5,340,795
-15%
增持
NET
CLOUDFLARE INC
+$198.1M
15,956,268
+2%
减持
—
ASML HOLDING NV ADR
-$188.1M
1,772,981
-9%
减持
MTCH
MATCH GROUP INC NEW
-$175.8M
6,963,028
-5%
减持
CHTR
CHARTER COMMUNICATIONS INC N
-$166.2M
788,269
-9%
减持
DASH
DOORDASH INC
-$162.6M
8,542,291
-6%
减持
SQ
BLOCK INC
-$137.9M
15,877,952
-3%
减持
SHOP
SHOPIFY INC
-$127.7M
22,580,247
-4%
增持
GOOGL
ALPHABET INC
-$122.4M
5,115,264
+1722%
减持
SNOW
SNOWFLAKE INC
+$116.0M
5,364,085
-6%
增持
NU
NU HLDGS LTD
+$115.8M
44,189,042
+110%
减持
ALGN
ALIGN TECHNOLOGY INC
-$112.3M
2,315,223
-7%
减持
OKTA
OKTA INC
-$101.1M
2,447,052
-8%
减持
CSGP
COSTAR GROUP INC
+$86.5M
10,337,269
-1%
减持
—
APTIV PLC
-$83.1M
4,870,103
-7%
增持
—
LAM RESEARCH CORPORATION
+$77.3M
2,396,878
+28%
增持
DDOG
DATADOG INC
+$71.3M
3,101,265
+45%
增持
HDB
HDFC BANK LTD
+$67.7M
3,160,823
+49%
减持
TXG
10X GENOMICS INC
-$63.0M
3,391,177
-4%
清仓
—
FIVERR INTL LTD
-$56.1M
0
-100%
减持
INTU
INTUIT
-$52.1M
1,339,551
-10%
减持
META
META PLATFORMS INC
-$49.4M
1,503,462
-4%
减持
BZ
KANZHUN LIMITED
-$44.0M
4,195,989
-4%
减持
UBER
UBER TECHNOLOGIES INC
+$40.8M
15,874,000
-15%
增持
GOOG
ALPHABET INC
-$40.1M
1,627,733
+1711%
减持
ABNB
AIRBNB INC
+$39.7M
3,848,669
-6%
减持
NIO
NIO INC
-$36.0M
5,254,269
-4%
减持
ZTS
ZOETIS INC
-$35.7M
468,018
-23%
增持
NVDA
NVIDIA CORPORATION
-$27.7M
1,599,512
+9%
减持
WMG
WARNER MUSIC GROUP CORP
-$24.4M
11,165,681
-4%
增持
CHGG
CHEGG INC
+$23.9M
5,377,528
+13%
增持
—
LIBERTY MEDIA CORP DEL
+$23.0M
2,286,790
+31%
减持
IQV
IQVIA HLDGS INC
-$20.8M
535,615
-1%
减持
FND
FLOOR & DECOR HLDGS INC
+$18.6M
3,983,219
-4%
减持
IRTC
IRHYTHM TECHNOLOGIES INC
+$15.9M
2,758,426
-10%
减持
—
PAGSEGURO DIGITAL LTD
+$15.4M
5,990,544
-4%
减持
—
GLOBANT S A
+$14.3M
1,469,341
-2%
减持
AMZN
AMAZON COM INC
+$10.8M
16,390,240
-5%
增持
TXN
TEXAS INSTRS INC
+$10.6M
704,863
+10%
减持
DXCM
DEXCOM INC
+$10.2M
16,693,318
-7%
增持
UNH
UNITEDHEALTH GROUP INC
+$9.7M
195,694
+13%
增持
IWF
ISHARES TR
+$7.9M
38,978
+2735%
增持
TDG
TRANSDIGM GROUP INC
+$7.7M
151,904
+13%
增持
—
STERIS PLC
-$6.9M
420,655
+13%
增持
ENTG
ENTERGRIS INC
-$5.8M
5,206,311
+10%
减持
PATH
UIPATH INC
-$4.9M
871,249
-0%
增持
—
DLOCAL LTD
+$4.6M
3,832,512
+36%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$4.1M
606,016
+13%
增持
TECH
BIO-TECHNE CORPORATION
-$3.9M
180,740
+13%
减持
SRPT
SAREPTA THERAPEUTICS INC
-$3.8M
2,482,375
-33%
增持
ROP
ROPER TECHNOLOGIES INC
+$3.6M
350,645
+13%
增持
MSFT
MICROSOFT CORP
+$2.8M
499,965
+13%
减持
—
ATLASSIAN CORP PLC
+$2.6M
5,800,531
-11%
减持
—
XP INC
+$2.3M
8,133,572
-4%
减持
IOT
SANSARA INC
+$1.5M
1,737,655
-0%
清仓
OPEN
OPENDOOR TECHNOLOGIES INC
-$986.0K
0
-100%
减持
WCN
WASTE CONNECTIONS INC
+$396.0K
83,290
-5%
增持
SITE
SITEONE LANDSCAPE SUPPLY INC
-$345.0K
326,541
+13%
增持
INDA
ISHARES TR
+$342.0K
241,380
+0%
减持
CDNS
CADENCE DESIGN SYSTEM INC
+$248.0K
44,079
-5%