小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 77 项
建仓 1
增持 25
减持 40
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$664.7M
25,116,421
+831%
减持
CSGP
COSTAR GROUP INC
-$518.9M
5,398
-100%
减持
V
VISA INC
-$351.2M
5,281,359
-15%
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
SNOW
SNOWFLAKE INC
-$319.4M
3,785,371
-26%
减持
DXCM
DEXCOM INC
-$308.8M
10,606,503
-3%
增持
AAPL
APPLE INC
+$275.2M
1,307,375
+127948%
减持
SQ
BLOCK INC
-$268.2M
11,510,438
-4%
增持
AMZN
AMAZON COM INC
+$254.6M
12,993,065
+4%
减持
DASH
DOORDASH INC
-$246.9M
6,373,337
-7%
增持
IOT
SAMSARA INC
+$197.1M
7,612,221
+384%
减持
UBER
UBER TECHNOLOGIES INC
-$183.2M
2,839,640
-44%
减持
—
LAM RESEARCH CORP
-$150.1M
1,149,710
-19%
减持
ALGN
ALIGN TECHNOLOGY INC
-$128.2M
1,311,368
-3%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$120.8M
4,779,253
-8%
减持
OKTA
OKTA INC
-$120.7M
8,812,081
-3%
减持
SE
SEA LTD
+$119.7M
8,691,528
-7%
减持
GOOGL
ALPHABET INC
+$113.3M
3,758,396
-1%
减持
ENTG
ENTEGRIS INC
-$110.1M
7,551,714
-6%
减持
NOW
SERVICENOW INC
-$95.9M
1,262,175
-12%
清仓
—
STERIS PLC
-$92.1M
0
-100%
减持
—
XP INC
-$91.5M
8,955,234
-8%
增持
NET
CLOUDFLARE INC
-$90.3M
6,469,002
+0%
减持
RGEN
REPLIGEN CORP
-$84.3M
1,421,532
-1%
减持
TXG
10X GENOMICS INC
-$81.6M
2,334,901
-31%
减持
NKE
NIKE INC
-$79.8M
4,121,603
-1%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$79.4M
261,404
+7931%
减持
FND
FLOOR & DECOR HLDGS INC
-$77.6M
1,951,145
-7%
增持
TEAM
ATLASSIAN CORPORATION
-$67.6M
4,262,719
+1%
减持
—
ASML HOLDING N V
-$64.6M
1,974,018
-8%
增持
WCN
WASTE CONNECTIONS INC
+$63.5M
362,335
+97041%
减持
ABNB
AIRBNB INC
-$58.3M
2,268,780
-7%
减持
NFLX
NETFLIX INC
+$55.7M
1,600,958
-5%
增持
HDB
HDFC BANK LTD
+$53.9M
2,954,101
+21%
减持
META
META PLATFORMS INC
-$51.7M
1,990,662
-8%
增持
SHOP
SHOPIFY INC
-$48.3M
14,736,374
+11%
增持
UNH
UNITEDHEALTH GROUP INC
+$46.3M
243,363
+55%
减持
—
GLOBANT S A
-$46.0M
1,264,737
-6%
增持
RARE
ULTRAGENYX PHARMACEUTICAL IN
+$39.9M
5,354,750
+39%
增持
AXON
AXON ENTERPRISE INC
-$38.5M
2,559,692
+1%
减持
—
FLUTTER ENTMT PLC
-$37.1M
2,040,665
-2%
减持
NU
NU HLDGS LTD
-$33.9M
79,341,079
-10%
减持
EW
EDWARDS LIFESCIENCES CORP
-$32.7M
5,648,655
-3%
减持
CPNG
COUPANG INC
+$31.8M
12,689,542
-4%
减持
—
STEVANATO GROUP S P A
-$26.8M
1,795,866
-3%
增持
FWONK
LIBERTY MEDIA CORP DEL
+$22.0M
2,631,724
+3%
减持
GOOG
ALPHABET INC
+$20.5M
685,219
-1%
减持
IRTC
IRHYTHM TECHNOLOGIES INC
-$19.7M
2,126,003
-1%
增持
ROP
ROPER TECHNOLOGIES INC
+$18.0M
406,490
+8%
减持
kspi us equity
KASPI KZ JSC
-$15.9M
1,520,341
-8%
减持
DDOG
DATADOG INC
+$14.5M
4,203,680
-2%
增持
TXN
TEXAS INSTRS INC
+$14.3M
548,354
+3%
增持
IQV
IQVIA HLDGS INC
-$13.8M
417,892
+3%
减持
MSFT
MICROSOFT CORP
+$10.9M
3,199,422
-5%
增持
TDG
TRANSDIGM GROUP INC
+$10.3M
120,882
+3%
减持
MELI
MERCADOLIBRE INC
-$8.2M
782,581
-9%
增持
—
GLOBAL E ONLINE LTD
+$8.2M
666,481
+52%
减持
—
FERRARI N V
-$7.1M
218,512
-1%
增持
SITE
SITEONE LANDSCAPE SUPPLY INC
+$6.4M
508,140
+60%
增持
CHTR
CHARTER COMMUNICATIONS INC N
+$6.1M
337,305
+3%
增持
ZTS
ZOETIS INC
+$4.6M
470,851
+3%
减持
INDA
ISHARES TR
-$3.0M
111,999
-38%
建仓
IWF
ISHARES TR
+$2.4M
6,500
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$2.4M
612,078
+3%
减持
KVYO
KLAVIYO INC
-$901.5K
1,429,762
-0%
清仓
TECH
BIO-TECHNE CORP
-$896.2K
0
-100%
减持
BZ
KANZHUN LIMITED
-$725.7K
4,556,908
-8%
增持
GTLB
GITLAB INC
-$354.7K
127,475
+11%
清仓
INTU
INTUIT
-$126.8K
0
-100%
清仓
BILL
BILL HOLDINGS INC
-$86.2K
0
-100%
清仓
ADBE
ADOBE INC
-$80.7K
0
-100%
增持
PATH
UIPATH INC
-$78.3K
73,641
+65%
清仓
—
ICON PLC
-$66.9K
0
-100%
清仓
—
LINDE PLC
-$45.0K
0
-100%
清仓
CP
CANADIAN PACIFIC KANSAS CITY
-$44.0K
0
-100%
清仓
MTCH
MATCH GROUP INC NEW
-$29.8K
0
-100%
清仓
COUR
COURSERA INC
-$18.0K
0
-100%
清仓
ILMN
ILLUMINA INC
-$14.1K
0
-100%