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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 72 项
建仓 4
增持 20
减持 46
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
+$904.2M
2,698,401
-13%
增持
—
ASML HOLDING N V
+$859.5M
2,146,867
+33%
建仓
—
FLUTTER ENTMT PLC
+$409.2M
2,072,134
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
-$357.3M
10,896,764
-28%
增持
META
META PLATFORMS INC
+$350.2M
2,173,637
+9%
增持
NU
NU HLDGS LTD
+$346.7M
88,565,044
+4%
减持
NET
CLOUDFLARE INC
-$255.9M
6,466,122
-39%
减持
SNOW
SNOWFLAKE INC
-$252.5M
5,140,945
-6%
减持
AMZN
AMAZON COM INC
+$246.7M
12,508,711
-5%
减持
TEAM
ATLASSIAN CORPORATION
-$235.3M
4,210,974
-5%
减持
DASH
DOORDASH INC
+$230.5M
6,826,736
-5%
建仓
kspi us equity
KASPI KZ JSC
+$212.0M
1,648,137
增持
SE
SEA LTD
+$203.4M
9,328,229
+27%
增持
OKTA
OKTA INC
+$188.9M
9,038,677
+8%
减持
MTCH
MATCH GROUP INC NEW
-$179.0M
821
-100%
减持
MELI
MERCADOLIBRE INC
-$152.6M
856,065
-7%
减持
SHOP
SHOPIFY INC
-$131.7M
13,239,020
-11%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$128.4M
5,217,894
-7%
减持
ENTG
ENTEGRIS INC
+$118.3M
8,058,899
-5%
减持
MSFT
MICROSOFT CORP
+$113.1M
3,373,000
-3%
减持
AXON
AXON ENTERPRISE INC
+$112.6M
2,530,094
-4%
减持
NOW
SERVICENOW INC
-$109.8M
1,428,149
-16%
减持
EW
EDWARDS LIFESCIENCES CORP
+$89.1M
5,802,552
-5%
减持
NFLX
NETFLIX INC
+$82.2M
1,687,387
-13%
减持
NKE
NIKE INC
-$80.4M
4,154,199
-4%
减持
—
GLOBANT S A
-$77.5M
1,344,335
-8%
减持
TXG
10X GENOMICS INC
-$73.9M
3,383,141
-6%
减持
—
LAM RESEARCH CORP
+$58.4M
1,414,612
-16%
减持
ABNB
AIRBNB INC
+$53.2M
2,439,061
-5%
减持
SQ
BLOCK INC
-$52.9M
11,947,814
-13%
减持
ALGN
ALIGN TECHNOLOGY INC
+$52.9M
1,356,310
-5%
减持
V
VISA INC
+$51.9M
6,225,388
-4%
减持
HDB
HDFC BANK LTD
-$38.1M
2,432,967
-6%
减持
—
XP INC
-$32.1M
9,705,411
-10%
增持
CHTR
CHARTER COMMUNICATIONS INC N
-$29.6M
326,022
+2%
增持
TDG
TRANSDIGM GROUP INC
+$28.2M
117,010
+2%
减持
CSGP
COSTAR GROUP INC
+$28.1M
5,375,482
-4%
减持
DDOG
DATADOG INC
-$23.4M
4,293,387
-6%
减持
FND
FLOOR & DECOR HLDGS INC
+$21.7M
2,095,384
-6%
增持
—
FERRARI N V
+$21.6M
220,901
+0%
增持
KVYO
KLAVIYO INC
+$18.1M
1,432,037
+116%
清仓
IWF
ISHARES TR
-$17.8M
0
-100%
减持
RARE
ULTRAGENYX PHARMACEUTICAL IN
-$16.7M
3,859,447
-6%
建仓
—
GLOBAL E ONLINE LTD
+$16.0M
438,958
增持
ZTS
ZOETIS INC
-$11.1M
455,297
+2%
增持
IQV
IQVIA HLDGS INC
+$10.5M
403,956
+2%
减持
UBER
UBER TECHNOLOGIES INC
-$10.1M
5,060,223
-22%
减持
IRTC
IRHYTHM TECHNOLOGIES INC
+$9.1M
2,143,026
-4%
减持
—
STEVANATO GROUP S P A
+$8.3M
1,860,141
-1%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$7.0M
592,477
+2%
减持
IOT
SAMSARA INC
+$6.7M
1,573,280
-0%
减持
RGEN
REPLIGEN CORP
-$5.4M
1,432,737
-4%
增持
SITE
SITEONE LANDSCAPE SUPPLY INC
+$4.8M
316,764
+2%
减持
GOOGL
ALPHABET INC
-$4.7M
3,785,236
-8%
减持
BZ
KANZHUN LIMITED
-$4.4M
4,931,038
-10%
减持
ROP
ROPER TECHNOLOGIES INC
+$3.9M
376,488
-1%
增持
—
STERIS PLC
+$3.7M
409,845
+2%
增持
TXN
TEXAS INSTRS INC
+$3.7M
530,226
+2%
增持
UNH
UNITEDHEALTH GROUP INC
-$3.4M
156,972
+2%
减持
GOOG
ALPHABET INC
+$3.1M
690,488
-5%
减持
FWONK
LIBERTY MEDIA CORP DEL
+$2.7M
2,546,921
-2%
减持
INDA
ISHARES TR
-$1.8M
179,504
-21%
清仓
—
APTIV PLC
-$765.0K
0
-100%
增持
GTLB
GITLAB INC
+$307.0K
114,759
+13%
减持
CPNG
COUPANG INC
+$257.3K
13,156,258
-9%
建仓
AAPL
APPLE INC
+$175.1K
1,021
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$139.5K
3,255
+1%
增持
TECH
BIO-TECHNE CORP
-$72.5K
12,732
+1%
增持
CP
CANADIAN PACIFIC KANSAS CITY
+$12.1K
499
+24%
减持
—
ICON PLC
+$10.0K
199
-1%
减持
WCN
WASTE CONNECTIONS INC
+$7.7K
373
-1%
减持
—
LINDE PLC
+$4.4K
97
-2%
