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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 68 项
建仓 4
增持 28
减持 30
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$647.0M
9,251,889
+8%
增持
GOOGL
ALPHABET INC
+$616.0M
4,771,097
+55%
减持
DXCM
DEXCOM INC
-$536.3M
4,934,189
-50%
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
NVDA
NVIDIA CORPORATION
+$480.4M
20,828,827
-3%
增持
APP
APPLOVIN CORP
+$444.6M
1,016,959
+24%
增持
CVNA
CARVANA CO
+$334.4M
1,691,515
+88%
减持
NOW
SERVICENOW INC
-$301.0M
1,246,277
-12%
减持
AXON
AXON ENTERPRISE INC
-$299.0M
1,442,341
-10%
建仓
ORCL
ORACLE CORP
+$263.3M
936,043
增持
ISRG
INTUITIVE SURGICAL INC
+$188.1M
1,341,109
+77%
减持
AMZN
AMAZON COM INC
-$177.5M
8,413,999
-9%
增持
BLDR
BUILDERS FIRSTSOURCE INC
+$176.1M
2,430,902
+139%
减持
NFLX
NETFLIX INC
-$171.9M
1,120,658
-1%
增持
AVGO
BROADCOM INC
+$171.7M
2,060,624
+12%
减持
SHOP
SHOPIFY INC
+$166.7M
6,937,271
-7%
清仓
RGEN
REPLIGEN CORP
-$155.6M
0
-100%
减持
MELI
MERCADOLIBRE INC
-$150.7M
509,845
-1%
减持
NET
CLOUDFLARE INC
-$148.0M
3,808,319
-23%
增持
SQ
BLOCK INC
+$136.1M
11,603,057
+12%
增持
CSL
CARLISLE COS INC
+$120.2M
849,501
+99%
清仓
GOOG
ALPHABET INC
-$107.0M
0
-100%
减持
RBLX
ROBLOX CORP
+$104.3M
3,476,488
-3%
增持
TEAM
ATLASSIAN CORPORATION
-$103.9M
2,641,730
+2%
减持
DDOG
DATADOG INC
-$102.6M
1,894,680
-32%
清仓
CHTR
CHARTER COMMUNICATIONS INC N
-$99.1M
0
-100%
减持
—
ASML HOLDING N V
+$87.1M
529,164
-0%
减持
DASH
DOORDASH INC
-$87.0M
4,023,291
-16%
增持
—
FLUTTER ENTMT PLC
-$66.2M
2,126,306
+0%
减持
IRTC
IRHYTHM TECHNOLOGIES INC
-$64.3M
2,236,110
-23%
减持
NU
NU HLDGS LTD
+$61.7M
50,562,162
-7%
减持
V
VISA INC
-$56.1M
4,027,033
-0%
增持
META
META PLATFORMS INC
+$55.4M
1,388,064
+6%
增持
TTEK
TETRA TECH INC NEW
+$52.6M
7,179,032
+38%
增持
—
ON HLDG AG
+$46.5M
6,769,430
+47%
增持
—
SPOTIFY TECHNOLOGY S A
+$40.7M
1,547,640
+14%
减持
SE
SEA LTD
-$35.4M
4,883,167
-14%
减持
—
GLOBANT S A
-$30.3M
848,262
-2%
清仓
OKTA
OKTA INC
-$30.0M
0
-100%
减持
RARE
ULTRAGENYX PHARMACEUTICAL IN
-$30.0M
3,769,853
-4%
增持
SAP
SAP SE
+$29.6M
440,270
+52%
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$22.9M
0
-100%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$21.6M
331,887
+8%
减持
AJG
GALLAGHER ARTHUR J & CO
-$20.1M
1,094,070
-2%
减持
—
GRAB HOLDINGS LIMITED
-$19.2M
12,490,985
-33%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
-$18.3M
5,677,266
+7%
减持
VG
VENTURE GLOBAL INC
-$16.2M
7,484,070
-5%
建仓
DUOL
DUOLINGO INC
+$15.3M
47,672
减持
MSFT
MICROSOFT CORP
+$14.5M
2,865,638
-3%
增持
MCK
MCKESSON CORP
+$14.5M
157,146
+8%
减持
—
MONDAY COM LTD
-$14.2M
116,213
-0%
清仓
—
ICON PLC
-$13.3M
0
-100%
建仓
ARGX
ARGENX SE
+$12.3M
16,625
建仓
FIG
FIGMA INC
+$11.8M
226,752
增持
FWONK
LIBERTY MEDIA CORP DEL
+$10.7M
2,014,627
+5%
增持
ROP
ROPER TECHNOLOGIES INC
-$10.4M
351,775
+7%
增持
HDB
HDFC BANK LTD
-$9.6M
6,190,788
+115%
增持
TDG
TRANSDIGM GROUP INC
-$9.2M
93,296
+7%
减持
kspi us equity
KASPI KZ JSC
-$8.5M
1,644,240
-2%
增持
PANW
PALO ALTO NETWORKS INC
+$7.9M
194,619
+26%
减持
KVYO
KLAVIYO INC
-$6.6M
1,105,559
-0%
减持
YMM
FULL TRUCK ALLIANCE CO LTD
+$6.0M
6,766,855
-2%
减持
APH
AMPHENOL CORP NEW
+$5.6M
795,234
-15%
减持
CPNG
COUPANG INC
-$4.5M
11,024,177
-8%
增持
—
FERRARI N V
+$2.5M
251,698
+3%
增持
IOT
SAMSARA INC
-$2.5M
20,518,332
+6%
增持
WCN
WASTE CONNECTIONS INC
-$1.1M
1,183,194
+6%
增持
—
STEVANATO GROUP S P A
+$620.9K
464,931
+0%
减持
—
LINDE PLC
-$585.8K
84,367
-3%