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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 69 项
建仓 2
增持 24
减持 40
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
SE
SEA LTD
+$577.3M
15,709,367
+4%
减持
MELI
MERCADOLIBRE INC
+$458.7M
1,150,140
-8%
增持
ENTG
ENTEGRIS INC
+$381.0M
8,792,591
+70%
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
MSFT
MICROSOFT CORP
+$354.0M
1,648,482
+226%
增持
NVDA
NVIDIA CORPORATION
+$297.0M
1,872,252
+23%
减持
SHOP
SHOPIFY INC
+$272.8M
23,648,206
-5%
建仓
AXON
AXON ENTERPRISE INC
+$222.3M
988,570
减持
AMZN
AMAZON COM INC
+$218.9M
15,208,913
-6%
减持
ALGN
ALIGN TECHNOLOGY INC
+$206.1M
2,296,401
-14%
减持
NET
CLOUDFLARE INC
+$205.4M
14,663,001
-5%
减持
—
LAM RESEARCH CORPORATION
+$190.5M
2,229,038
-5%
减持
TEAM
ATLASSIAN CORPORATION
+$188.0M
5,307,262
-5%
减持
DXCM
DEXCOM INC
-$160.7M
13,738,968
-11%
减持
SRPT
SAREPTA THERAPEUTICS INC
-$158.2M
874,765
-59%
减持
V
VISA INC
-$120.8M
9,006,916
-13%
减持
NOW
SERVICENOW INC
+$115.9M
2,372,846
-7%
减持
CSGP
COSTAR GROUP INC
-$108.2M
9,600,576
-4%
减持
DASH
DOORDASH INC
+$105.1M
8,955,755
-6%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$103.2M
5,826,837
-1%
减持
ABNB
AIRBNB INC
+$99.8M
2,952,989
-6%
减持
—
ASML HOLDING NV ADR
+$94.0M
1,526,048
-12%
增持
TXG
10X GENOMICS INC
+$91.7M
3,737,768
+17%
减持
OKTA
OKTA INC
+$69.6M
5,809,857
-8%
减持
FND
FLOOR & DECOR HLDGS INC
+$61.9M
3,328,933
-13%
减持
INTU
INTUIT
-$55.4M
996,684
-22%
减持
—
APTIV PLC
+$51.3M
4,396,461
-7%
减持
SNOW
SNOWFLAKE INC
+$50.5M
5,144,541
-1%
减持
IRTC
IRHYTHM TECHNOLOGIES INC
+$50.1M
2,418,399
-9%
清仓
—
PAGSEGURO DIGITAL LTD
-$48.4M
0
-100%
减持
EW
EDWARDS LIFESCIENCES CORP
-$47.2M
6,207,824
-17%
清仓
NIO
NIO INC
-$46.7M
0
-100%
减持
NFLX
NETFLIX INC
+$46.2M
3,167,755
-11%
增持
—
LIBERTY MEDIA CORP DEL
+$44.6M
2,647,773
+3%
减持
MTCH
MATCH GROUP INC NEW
-$43.8M
6,066,344
-9%
减持
SQ
BLOCK INC
+$36.1M
14,949,238
-5%
增持
ROP
ROPER TECHNOLOGIES INC
+$34.4M
426,795
+20%
减持
WMG
WARNER MUSIC GROUP CORP
-$31.1M
10,269,281
-4%
增持
CPNG
COUPANG INC
+$30.8M
11,855,460
+10%
减持
UBER
UBER TECHNOLOGIES INC
-$30.1M
10,811,672
-28%
增持
NU
NU HLDGS LTD
+$29.9M
42,061,056
+1%
减持
NKE
NIKE INC
-$29.9M
4,684,277
-9%
减持
RGEN
REPLIGEN CORP
-$29.7M
1,614,851
-9%
增持
BZ
KANZHUN LIMITED
+$27.5M
5,688,118
+43%
减持
GOOGL
ALPHABET INC
+$19.4M
4,410,777
-11%
增持
TDG
TRANSDIGM GROUP INC
+$18.0M
156,186
+1%
增持
TXN
TEXAS INSTRS INC
+$15.9M
716,758
+1%
建仓
—
FERRARI N V
+$13.9M
51,442
减持
IOT
SANSARA INC
+$12.3M
1,718,635
-1%
减持
IWF
ISHARES TR
-$12.3M
13,075
-82%
增持
CHGG
CHEGG INC
-$11.6M
7,738,094
+42%
减持
CHTR
CHARTER COMMUNICATIONS INC N
+$11.2M
803,494
-1%
增持
ZTS
ZOETIS INC
+$10.6M
481,015
+1%
减持
GOOG
ALPHABET INC
+$8.7M
1,426,117
-9%
增持
SITE
SITEONE LANDSCAPE SUPPLY INC
+$7.0M
335,575
+1%
增持
UNH
UNITEDHEALTH GROUP INC
-$6.0M
116,954
+1%
增持
TECH
BIO-TECHNE CORPORATION
-$5.6M
747,354
+1%
减持
DDOG
DATADOG INC
-$4.6M
4,049,393
-0%
增持
—
GLOBANT S A
-$4.1M
1,407,943
+1%
减持
PATH
UIPATH INC
+$4.1M
862,338
-1%
增持
—
STERIS PLC
+$4.0M
432,993
+1%
清仓
VUG
VANGUARD INDEX FDS
-$2.5M
0
-100%
减持
CDNS
CADENCE DESIGN SYSTEM INC
+$2.0M
41,076
-0%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$1.8M
626,336
+1%
增持
IQV
IQVIA HLDGS INC
-$1.6M
551,911
+1%
增持
HDB
HDFC BANK LTD
-$1.4M
2,707,181
+2%
减持
INDA
ISHARES TR
-$534.4K
217,545
-0%
增持
—
XP INC
-$425.7K
11,199,858
+29%
减持
WCN
WASTE CONNECTIONS INC
+$373.3K
61,324
-0%
增持
GTLB
GITLAB INC
+$145.1K
55,530
+43%
