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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 73 项
建仓 9
增持 14
减持 45
清仓 5
方向
标的
Δ市值
现股数(环比)
清仓
—
LAM RESEARCH CORP
-$672.5M
0
-100%
减持
OKTA
OKTA INC
-$604.9M
457,648
-95%
增持
NOW
SERVICENOW INC
+$480.8M
1,452,255
+23%
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
—
SPOTIFY TECHNOLOGY S A
+$463.9M
1,859,330
+86%
增持
TEAM
ATLASSIAN CORPORATION
+$425.2M
4,520,175
+6%
减持
MELI
MERCADOLIBRE INC
-$413.8M
668,506
-12%
减持
—
ASML HOLDING N V
-$366.1M
1,785,776
-7%
减持
EW
EDWARDS LIFESCIENCES CORP
-$350.9M
18,071
-100%
减持
AXON
AXON ENTERPRISE INC
+$331.8M
1,977,236
-6%
增持
NET
CLOUDFLARE INC
+$323.1M
7,766,054
+22%
减持
NU
NU HLDGS LTD
-$270.2M
57,989,285
-9%
建仓
APP
APPLOVIN CORP
+$267.6M
826,394
减持
AMZN
AMAZON COM INC
+$252.0M
11,807,720
-6%
减持
SHOP
SHOPIFY INC
+$249.2M
13,778,939
-9%
清仓
FND
FLOOR & DECOR HLDGS INC
-$229.9M
0
-100%
减持
NFLX
NETFLIX INC
+$214.6M
1,482,174
-5%
清仓
ALGN
ALIGN TECHNOLOGY INC
-$203.6M
0
-100%
建仓
TTEK
TETRA TECH INC NEW
+$172.8M
4,338,203
增持
DXCM
DEXCOM INC
+$172.2M
11,109,501
+8%
减持
NVDA
NVIDIA CORPORATION
+$159.8M
22,039,413
-4%
减持
ENTG
ENTEGRIS INC
-$159.4M
7,214,073
-7%
减持
DASH
DOORDASH INC
+$135.7M
5,891,970
-1%
增持
IRTC
IRHYTHM TECHNOLOGIES INC
+$128.8M
3,176,702
+50%
减持
MSFT
MICROSOFT CORP
-$127.8M
2,803,908
-8%
减持
SQ
BLOCK INC
+$125.1M
10,339,834
-8%
增持
—
FLUTTER ENTMT PLC
+$114.3M
2,310,697
+14%
建仓
HTHT
H WORLD GROUP LTD
+$112.3M
3,400,833
减持
RARE
ULTRAGENYX PHARMACEUTICAL IN
-$103.5M
4,298,003
-16%
减持
SNOW
SNOWFLAKE INC
+$102.7M
2,917,641
-4%
减持
—
XP INC
-$98.5M
4,864,145
-44%
清仓
IQV
IQVIA HLDGS INC
-$94.3M
0
-100%
减持
V
VISA INC
+$71.2M
4,548,250
-8%
建仓
YMM
FULL TRUCK ALLIANCE CO LTD
+$66.6M
6,158,039
减持
NKE
NIKE INC
-$64.5M
3,957,012
-4%
减持
GOOGL
ALPHABET INC
+$62.6M
3,619,415
-4%
增持
IOT
SAMSARA INC
+$57.7M
10,369,764
+26%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$55.8M
4,400,922
-6%
减持
TDG
TRANSDIGM GROUP INC
-$54.8M
86,405
-25%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$54.8M
2,744,278
+24%
减持
ROP
ROPER TECHNOLOGIES INC
-$48.8M
325,962
-17%
减持
RBLX
ROBLOX CORP
+$48.4M
4,215,531
-5%
减持
UNH
UNITEDHEALTH GROUP INC
-$46.7M
175,714
-24%
减持
AAPL
APPLE INC
+$43.2M
2,715,054
-1%
增持
UBER
UBER TECHNOLOGIES INC
+$40.8M
4,023,173
+50%
建仓
—
LINDE PLC
+$37.5M
89,643
减持
FWONK
LIBERTY MEDIA CORP DEL
+$35.6M
2,504,064
-1%
减持
TXN
TEXAS INSTRS INC
-$34.4M
391,807
-25%
减持
CPNG
COUPANG INC
-$34.4M
13,052,550
-0%
减持
META
META PLATFORMS INC
-$30.4M
1,331,896
-6%
建仓
CP
CANADIAN PACIFIC KANSAS CITY
+$29.8M
411,228
减持
SITE
SITEONE LANDSCAPE SUPPLY INC
-$28.7M
414,943
-25%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$27.0M
78,958
减持
—
STEVANATO GROUP S P A
-$23.4M
500,685
-71%
增持
WCN
WASTE CONNECTIONS INC
+$22.9M
596,885
+34%
减持
CHTR
CHARTER COMMUNICATIONS INC N
-$21.5M
241,052
-25%
建仓
—
MONDAY COM LTD
+$20.6M
87,458
减持
kspi us equity
KASPI KZ JSC
-$20.2M
1,441,486
-2%
建仓
—
ICON PLC
+$19.9M
94,700
减持
—
GRAB HOLDINGS LIMITED
+$17.4M
21,377,711
-3%
减持
BZ
KANZHUN LIMITED
-$17.3M
4,318,770
-3%
减持
RGEN
REPLIGEN CORP
-$14.8M
1,364,258
-4%
减持
DDOG
DATADOG INC
+$12.5M
3,526,424
-17%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$11.1M
188,244
-25%
增持
—
GLOBAL E ONLINE LTD
+$11.0M
671,364
+1%
减持
GOOG
ALPHABET INC
+$10.8M
657,443
-4%
减持
—
GLOBANT S A
+$10.1M
991,370
-3%
增持
—
FERRARI N V
+$7.4M
248,314
+19%
清仓
INDA
ISHARES TR
-$6.6M
0
-100%
增持
IWF
ISHARES TR
+$4.7M
16,228
+231%
减持
HDB
HDFC BANK LTD
+$2.8M
2,876,252
-1%
减持
SE
SEA LTD
-$2.1M
7,391,632
-11%
减持
ABNB
AIRBNB INC
-$1.4M
1,002,322
-4%
减持
KVYO
KLAVIYO INC
+$507.5K
1,237,540
-13%
