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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 70 项
建仓 3
增持 22
减持 42
清仓 3
方向
标的
Δ市值
现股数(环比)
清仓
—
ATLASSIAN CORP PLC
-$1.22B
0
-100%
建仓
TEAM
ATLASSIAN CORPORATION
+$720.4M
5,598,602
减持
AMZN
AMAZON COM INC
-$500.0M
16,095,938
-2%
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
DXCM
DEXCOM INC
+$412.4M
15,514,435
-7%
减持
SE
SEA LTD
-$313.7M
15,035,522
-23%
减持
EW
EDWARDS LIFESCIENCES CORP
-$299.1M
7,516,085
-28%
增持
OKTA
OKTA INC
+$292.3M
6,313,967
+158%
增持
SHOP
SHOPIFY INC
+$252.6M
24,802,735
+10%
减持
V
VISA INC
+$242.5M
10,355,910
-4%
减持
—
ASML HOLDING NV ADR
+$208.4M
1,729,077
-2%
清仓
META
META PLATFORMS INC
-$204.0M
0
-100%
减持
NET
CLOUDFLARE INC
-$183.9M
15,454,122
-3%
减持
NFLX
NETFLIX INC
+$181.6M
3,554,621
-3%
减持
SNOW
SNOWFLAKE INC
-$168.4M
5,178,177
-3%
减持
NKE
NIKE INC
+$160.4M
5,165,037
-3%
建仓
CPNG
COUPANG INC
+$158.9M
10,803,846
减持
ABNB
AIRBNB INC
-$136.7M
3,129,253
-19%
减持
SQ
BLOCK INC
+$117.0M
15,756,368
-1%
减持
WMG
WARNER MUSIC GROUP CORP
+$114.7M
10,674,369
-4%
减持
—
LAM RESEARCH CORPORATION
+$113.9M
2,358,306
-2%
减持
IRTC
IRHYTHM TECHNOLOGIES INC
-$95.7M
2,667,428
-3%
减持
ENTG
ENTEGRIS INC
-$92.1M
5,185,551
-0%
增持
ALGN
ALIGN TECHNOLOGY INC
+$81.7M
2,660,870
+15%
清仓
—
DLOCAL LTD
-$78.6M
0
-100%
减持
—
APTIV PLC
+$61.0M
4,745,000
-3%
减持
MTCH
MATCH GROUP INC NEW
-$55.8M
6,667,725
-4%
减持
GOOGL
ALPHABET INC
-$51.1M
4,966,175
-3%
减持
CSGP
COSTAR GROUP INC
+$49.2M
9,953,309
-4%
减持
UBER
UBER TECHNOLOGIES INC
-$47.9M
15,074,327
-5%
增持
DASH
DOORDASH INC
+$41.7M
9,507,105
+11%
减持
—
GLOBANT S A
-$39.8M
1,397,826
-5%
减持
UNH
UNITEDHEALTH GROUP INC
-$37.6M
115,485
-41%
增持
CHTR
CHARTER COMMUNICATIONS INC N
+$37.0M
814,312
+3%
减持
NIO
NIO INC
-$36.2M
4,790,643
-9%
减持
—
PAGSEGURO DIGITAL LTD
-$30.9M
5,532,915
-8%
减持
NVDA
NVIDIA CORPORATION
+$28.9M
1,526,087
-5%
增持
ROP
ROPER TECHNOLOGIES INC
+$27.6M
355,710
+1%
增持
CHGG
CHEGG INC
+$24.4M
5,450,074
+1%
减持
NU
NU HLDGS LTD
-$24.2M
41,837,269
-5%
增持
DDOG
DATADOG INC
+$23.5M
4,066,310
+31%
增持
—
XP INC
-$21.3M
8,694,111
+7%
减持
TXG
10X GENOMICS INC
+$20.3M
3,206,783
-5%
减持
MELI
MERCADOLIBRE INC
+$20.0M
1,249,407
-0%
增持
—
LIBERTY MEDIA CORP DEL
+$19.8M
2,569,017
+12%
减持
INTU
INTUIT
-$19.1M
1,284,000
-4%
增持
TDG
TRANSDIGM GROUP INC
+$17.4M
154,267
+2%
减持
GOOG
ALPHABET INC
-$16.9M
1,573,102
-3%
减持
FND
FLOOR & DECOR HLDGS INC
-$14.8M
3,806,457
-4%
增持
IQV
IQVIA HLDGS INC
+$14.4M
543,784
+2%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$10.4M
5,891,001
-6%
减持
BZ
KANZHUN LIMITED
+$9.9M
3,964,548
-6%
增持
TECH
BIO-TECHNE CORPORATION
+$9.7M
736,473
+307%
增持
—
STERIS PLC
+$8.8M
426,613
+1%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$8.7M
618,992
+2%
增持
TXN
TEXAS INSTRS INC
+$8.3M
710,422
+1%
增持
IWF
ISHARES TR
+$7.2M
72,108
+85%
增持
RGEN
REPLIGEN CORP
-$5.1M
1,781,439
+9%
增持
SITE
SITEONE LANDSCAPE SUPPLY INC
+$4.9M
331,717
+2%
增持
MSFT
MICROSOFT CORP
+$4.8M
505,458
+1%
减持
SRPT
SAREPTA THERAPEUTICS INC
+$4.4M
2,151,378
-13%
减持
WCN
WASTE CONNECTIONS INC
-$3.1M
61,520
-26%
减持
HDB
HDFC BANK LTD
-$2.8M
2,658,084
-16%
建仓
VUG
VANGUARD INDEX FDS
+$2.5M
11,950
减持
NOW
SERVICENOW INC
+$1.5M
2,541,653
-3%
增持
GTLB
GITLAB INC
+$897.0K
38,703
+130%
减持
INDA
ISHARES TR
-$746.0K
217,940
-10%
减持
IOT
SANSARA INC
+$624.0K
1,737,465
-0%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$594.0K
41,145
-7%
减持
PATH
UIPATH INC
+$86.0K
871,160
-0%
增持
ZTS
ZOETIS INC
+$53.0K
473,934
+1%