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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 77 项
建仓 3
增持 25
减持 37
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$1.25B
21,557,208
+8%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$604.5M
8,552,278
+7%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$510.3M
5,313,039
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。
+97%
增持
MSFT
MICROSOFT CORP
+$475.6M
2,954,745
+12%
减持
AXON
AXON ENTERPRISE INC
+$334.8M
1,611,295
-15%
减持
TEAM
ATLASSIAN CORPORATION
-$305.8M
2,588,723
-34%
减持
SHOP
SHOPIFY INC
-$295.4M
7,492,615
-38%
增持
CVNA
CARVANA CO
+$290.9M
901,227
+1374%
增持
AJG
GALLAGHER ARTHUR J & CO
+$289.0M
1,121,249
+453%
减持
NOW
SERVICENOW INC
+$287.1M
1,408,333
-3%
清仓
UBER
UBER TECHNOLOGIES INC
-$285.1M
0
-100%
增持
AVGO
BROADCOM INC
+$270.2M
1,843,327
+30%
减持
APP
APPLOVIN CORP
-$259.2M
817,346
-60%
减持
NET
CLOUDFLARE INC
+$240.9M
4,928,874
-23%
建仓
—
ON HLDG AG
+$240.2M
4,614,347
增持
SQ
BLOCK INC
+$238.9M
10,340,740
+21%
清仓
NKE
NIKE INC
-$238.3M
0
-100%
增持
NU
NU HLDGS LTD
+$221.0M
54,504,428
+6%
减持
DASH
DOORDASH INC
+$174.8M
4,792,181
-13%
建仓
CSL
CARLISLE COS INC
+$159.2M
426,360
减持
DXCM
DEXCOM INC
+$157.2M
9,947,944
-4%
减持
MELI
MERCADOLIBRE INC
+$148.3M
513,532
-16%
减持
NFLX
NETFLIX INC
+$147.0M
1,131,679
-23%
减持
RBLX
ROBLOX CORP
+$143.8M
3,586,543
-10%
增持
ISRG
INTUITIVE SURGICAL INC
+$142.2M
757,570
+39%
增持
IOT
SAMSARA INC
+$136.5M
19,276,210
+17%
减持
IRTC
IRHYTHM TECHNOLOGIES INC
+$133.1M
2,915,527
-3%
清仓
HTHT
H WORLD GROUP LTD
-$132.8M
0
-100%
减持
—
FLUTTER ENTMT PLC
+$119.9M
2,121,637
-3%
清仓
ABNB
AIRBNB INC
-$113.6M
0
-100%
减持
META
META PLATFORMS INC
+$95.0M
1,306,041
-13%
减持
CPNG
COUPANG INC
+$94.6M
11,999,721
-1%
增持
V
VISA INC
+$94.6M
4,030,104
+6%
清仓
UNH
UNITEDHEALTH GROUP INC
-$91.5M
0
-100%
减持
AMZN
AMAZON COM INC
-$85.9M
9,230,023
-17%
减持
SNOW
SNOWFLAKE INC
-$84.5M
11,960
-98%
减持
DDOG
DATADOG INC
+$83.1M
2,772,015
-5%
清仓
AAPL
APPLE INC
-$79.0M
0
-100%
清仓
BZ
KANZHUN LIMITED
-$75.4M
0
-100%
增持
TTEK
TETRA TECH INC NEW
+$66.8M
5,200,335
+27%
减持
—
SPOTIFY TECHNOLOGY S A
+$55.8M
1,354,803
-24%
减持
—
ASML HOLDING N V
+$55.8M
530,562
-5%
减持
YMM
FULL TRUCK ALLIANCE CO LTD
-$49.1M
6,926,596
-32%
增持
MCK
MCKESSON CORP
+$45.1M
145,867
+59%
减持
VG
VENTURE GLOBAL INC
+$34.5M
7,854,539
-8%
增持
APH
AMPHENOL CORP NEW
+$31.9M
940,121
+1%
建仓
PANW
PALO ALTO NETWORKS INC
+$31.7M
154,863
增持
SAP
SAP SE
+$28.1M
289,386
+30%
减持
HDB
HDFC BANK LTD
+$27.6M
2,883,335
-1%
减持
—
GLOBANT S A
-$27.3M
869,376
-4%
减持
FWONK
LIBERTY MEDIA CORP DEL
+$27.0M
1,911,033
-0%
减持
GOOGL
ALPHABET INC
+$25.8M
3,085,879
-8%
增持
kspi us equity
KASPI KZ JSC
+$21.0M
1,682,013
+28%
清仓
—
GLOBAL E ONLINE LTD
-$18.6M
0
-100%
减持
SE
SEA LTD
+$18.5M
5,678,005
-17%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$17.5M
308,191
+1%
减持
—
FERRARI N V
+$14.3M
243,717
-1%
增持
TDG
TRANSDIGM GROUP INC
+$13.3M
86,900
+1%
减持
BLDR
BUILDERS FIRSTSOURCE INC
-$12.7M
1,016,773
-3%
增持
CHTR
CHARTER COMMUNICATIONS INC N
+$10.8M
242,432
+1%
清仓
IWF
ISHARES TR
-$9.6M
0
-100%
减持
GOOG
ALPHABET INC
+$9.5M
603,385
-3%
减持
RGEN
REPLIGEN CORP
-$9.1M
1,251,088
-3%
增持
—
MONDAY COM LTD
+$8.7M
116,591
+1%
增持
KVYO
KLAVIYO INC
+$7.8M
1,109,069
+14%
减持
OKTA
OKTA INC
-$7.7M
300,517
-16%
减持
RARE
ULTRAGENYX PHARMACEUTICAL IN
-$7.4M
3,943,485
-5%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$7.3M
45,021
+1%
增持
WCN
WASTE CONNECTIONS INC
-$7.2M
1,120,082
+1%
增持
ROP
ROPER TECHNOLOGIES INC
-$6.4M
327,846
+1%
减持
—
GRAB HOLDINGS LIMITED
+$6.1M
18,757,824
-4%
减持
—
ICON PLC
-$3.2M
91,550
-3%
减持
—
STEVANATO GROUP S P A
+$1.4M
464,635
-4%
清仓
EW
EDWARDS LIFESCIENCES CORP
-$1.4M
0
-100%
清仓
ENTG
ENTEGRIS INC
-$977.3K
0
-100%
减持
—
LINDE PLC
-$916.0K
86,662
-3%
清仓
PATH
UIPATH INC
-$459.8K
0
-100%
