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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 75 项
建仓 10
增持 16
减持 48
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
DXCM
DEXCOM INC
-$409.3M
13,660,670
+4%
减持
SQ
BLOCK INC
-$342.0M
14,042,649
-3%
增持
NVDA
NVIDIA CORPORATION
+$296.7M
3,655,727
+20%
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
NFLX
NETFLIX INC
-$287.1M
2,510,522
-10%
减持
ALGN
ALIGN TECHNOLOGY INC
-$261.0M
1,531,666
-26%
减持
SHOP
SHOPIFY INC
-$196.6M
15,756,715
-4%
增持
SE
SEA LTD
-$195.6M
16,119,943
+3%
清仓
—
LIBERTY MEDIA CORP DEL
-$194.8M
0
-100%
减持
ENTG
ENTEGRIS INC
-$191.9M
8,965,192
-4%
减持
V
VISA INC
-$163.7M
7,786,704
-5%
建仓
FWONK
LIBERTY MEDIA CORP DEL
+$147.4M
2,366,583
减持
TEAM
ATLASSIAN CORPORATION
+$145.3M
4,985,915
-3%
减持
—
LAM RESEARCH CORP
-$141.1M
1,933,993
-8%
减持
SNOW
SNOWFLAKE INC
-$136.6M
4,832,436
-3%
减持
CSGP
COSTAR GROUP INC
-$131.2M
7,930,840
-5%
增持
AXON
AXON ENTERPRISE INC
+$130.9M
2,612,305
+31%
增持
—
ASML HOLDING N V
-$127.1M
1,495,236
+8%
减持
EW
EDWARDS LIFESCIENCES CORP
-$125.6M
4,536,176
-3%
减持
AMZN
AMAZON COM INC
-$108.1M
14,144,779
-3%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$93.1M
5,682,915
-2%
增持
OKTA
OKTA INC
+$80.9M
5,871,958
+2%
减持
NKE
NIKE INC
-$74.8M
4,551,637
-2%
减持
NOW
SERVICENOW INC
-$69.5M
2,091,997
-5%
减持
TXG
10X GENOMICS INC
-$65.7M
3,985,470
-3%
减持
NET
CLOUDFLARE INC
-$51.6M
11,007,391
-3%
减持
IQV
IQVIA HLDGS INC
-$48.0M
373,614
-31%
减持
DDOG
DATADOG INC
-$47.0M
4,402,668
-3%
减持
TDG
TRANSDIGM GROUP INC
-$45.4M
108,388
-29%
减持
TXN
TEXAS INSTRS INC
-$43.0M
492,402
-27%
减持
FND
FLOOR & DECOR HLDGS INC
-$42.8M
2,462,861
-4%
增持
META
META PLATFORMS INC
+$41.6M
2,009,033
+3%
减持
GOOGL
ALPHABET INC
+$40.9M
4,290,753
-1%
减持
HDB
HDFC BANK LTD
-$39.3M
2,466,258
-7%
减持
RARE
ULTRAGENYX PHARMACEUTICAL IN
-$31.5M
2,577,217
-4%
减持
ROP
ROPER TECHNOLOGIES INC
-$29.1M
353,277
-15%
减持
IRTC
IRHYTHM TECHNOLOGIES INC
-$27.5M
2,349,720
-2%
减持
—
APTIV PLC
-$26.0M
4,225,733
-3%
减持
CHGG
CHEGG INC
-$24.6M
4,782,211
-37%
减持
RGEN
REPLIGEN CORP
+$24.2M
1,570,363
-1%
减持
MTCH
MATCH GROUP INC NEW
-$23.5M
5,528,424
-4%
建仓
KVYO
KLAVIYO INC
+$22.0M
638,974
减持
—
GLOBANT S A
+$19.5M
1,481,250
-3%
增持
UNH
UNITEDHEALTH GROUP INC
+$18.1M
145,132
+27%
减持
MELI
MERCADOLIBRE INC
-$16.4M
1,023,648
-8%
减持
ABNB
AIRBNB INC
+$15.4M
2,767,415
-3%
增持
—
STEVANATO GROUP S P A
+$14.1M
1,854,880
+47%
减持
—
STERIS PLC
-$11.9M
380,655
-10%
减持
UBER
UBER TECHNOLOGIES INC
+$11.7M
9,816,864
-4%
增持
NU
NU HLDGS LTD
-$10.4M
44,228,248
+5%
增持
—
FERRARI N V
+$9.5M
87,944
+73%
减持
CHTR
CHARTER COMMUNICATIONS INC N
+$9.2M
302,748
-10%
减持
IOT
SAMSARA INC
-$8.9M
1,510,705
-11%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$8.9M
549,626
-10%
增持
MSFT
MICROSOFT CORP
+$8.9M
4,135,800
+9%
减持
—
XP INC
-$8.5M
11,018,007
-2%
减持
DASH
DOORDASH INC
+$7.8M
8,417,197
-3%
减持
ZTS
ZOETIS INC
-$7.6M
422,906
-10%
减持
GOOG
ALPHABET INC
+$7.2M
760,193
-1%
减持
SITE
SITEONE LANDSCAPE SUPPLY INC
-$6.9M
294,552
-10%
增持
CPNG
COUPANG INC
+$6.6M
14,342,509
+5%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$4.9M
2,436
-90%
减持
WCN
WASTE CONNECTIONS INC
-$4.5M
214
-99%
减持
INTU
INTUIT
-$1.7M
195
-95%
增持
GTLB
GITLAB INC
+$1.1M
88,032
+59%
减持
BZ
KANZHUN LIMITED
-$480.5K
5,580,361
-1%
建仓
BILL
BILL HOLDINGS INC
+$136.3K
1,255
增持
INDA
ISHARES TR
+$125.1K
217,815
+0%
建仓
IWF
ISHARES TR
+$121.0K
455
建仓
ADBE
ADOBE INC
+$81.6K
160
建仓
—
ICON PLC
+$62.8K
255
增持
TECH
BIO-TECHNE CORP
+$31.1K
9,530
+26%
建仓
CP
CANADIAN PACIFIC KANSAS CITY
+$30.7K
413
建仓
COUR
COURSERA INC
+$24.0K
1,285
建仓
ILMN
ILLUMINA INC
+$14.1K
103
建仓
ZLAB
ZAI LAB LTD
+$2.4K
98