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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 68 项
建仓 6
增持 22
减持 36
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
NOW
SERVICENOW INC
-$558.2M
3,842,914
+208%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$509.6M
6,826,175
-26%
增持
SHOP
SHOPIFY INC
+$499.2M
9,506,036
+37%
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
SQ
BLOCK INC
-$452.6M
5,929,883
-49%
增持
NFLX
NETFLIX INC
-$403.8M
10,023,088
+794%
减持
TEAM
ATLASSIAN CORPORATION
-$399.7M
136,534
-95%
增持
CVNA
CARVANA CO
+$392.7M
2,442,534
+44%
增持
GOOGL
ALPHABET INC
+$386.1M
4,939,049
+4%
清仓
DXCM
DEXCOM INC
-$332.0M
0
-100%
减持
V
VISA INC
-$291.0M
3,090,129
-23%
减持
MSFT
MICROSOFT CORP
-$289.3M
2,470,769
-14%
增持
ARGX
ARGENX SE
+$287.8M
356,870
+2047%
减持
AJG
GALLAGHER ARTHUR J & CO
-$275.7M
244,255
-78%
清仓
ORCL
ORACLE CORP
-$263.3M
0
-100%
增持
APP
APPLOVIN CORP
+$255.3M
1,463,351
+44%
建仓
PWR
QUANTA SVCS INC
+$243.5M
576,896
减持
—
SPOTIFY TECHNOLOGY S A
-$226.7M
1,469,848
-5%
减持
RBLX
ROBLOX CORP
-$223.6M
3,183,399
-8%
增持
—
ASML HOLDING N V
+$204.5M
669,985
+27%
建仓
CRS
CARPENTER TECHNOLOGY CORP
+$195.7M
621,684
减持
META
META PLATFORMS INC
-$191.0M
1,254,871
-10%
增持
ISRG
INTUITIVE SURGICAL INC
+$180.1M
1,376,958
+3%
增持
SE
SEA LTD
-$171.0M
5,501,013
+13%
减持
MELI
MERCADOLIBRE INC
-$164.9M
509,645
-0%
减持
NVDA
NVIDIA CORPORATION
-$148.1M
20,043,571
-4%
减持
AMZN
AMAZON COM INC
-$130.2M
7,440,012
-12%
增持
AXON
AXON ENTERPRISE INC
-$121.0M
1,609,436
+12%
减持
CPNG
COUPANG INC
-$111.5M
10,319,665
-6%
清仓
VG
VENTURE GLOBAL INC
-$106.2M
0
-100%
减持
—
FLUTTER ENTMT PLC
-$91.3M
2,087,048
-2%
减持
IOT
SAMSARA INC
-$86.4M
19,123,318
-7%
减持
IRTC
IRHYTHM TECHNOLOGIES INC
-$83.0M
1,699,645
-24%
减持
NET
CLOUDFLARE INC
-$81.6M
3,731,287
-2%
建仓
BSX
BOSTON SCIENTIFIC CORP
+$76.8M
805,164
增持
DASH
DOORDASH INC
-$75.9M
4,496,607
+12%
减持
NU
NU HLDGS LTD
-$65.8M
44,423,895
-12%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$65.3M
5,502,896
-3%
减持
DDOG
DATADOG INC
-$63.9M
1,513,800
-20%
增持
AVGO
BROADCOM INC
+$52.0M
2,114,521
+3%
减持
ROP
ROPER TECHNOLOGIES INC
-$47.5M
287,318
-18%
减持
WCN
WASTE CONNECTIONS INC
-$38.6M
965,880
-18%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$37.8M
252,008
-24%
减持
RARE
ULTRAGENYX PHARMACEUTICAL IN
-$33.2M
3,485,724
-8%
增持
CSL
CARLISLE COS INC
+$30.1M
967,640
+14%
清仓
—
MONDAY COM LTD
-$22.5M
0
-100%
减持
YMM
FULL TRUCK ALLIANCE CO LTD
-$22.1M
6,123,768
-10%
减持
SAP
SAP SE
-$21.9M
394,117
-10%
减持
—
ON HLDG AG
+$21.7M
6,635,050
-2%
增持
MCK
MCKESSON CORP
+$21.5M
174,268
+11%
增持
APH
AMPHENOL CORP NEW
+$20.4M
879,004
+11%
减持
—
GRAB HOLDINGS LIMITED
-$19.1M
11,244,055
-10%
增持
kspi us equity
KASPI KZ JSC
+$18.0M
1,948,761
+19%
减持
—
LINDE PLC
-$14.8M
59,214
-30%
增持
TDG
TRANSDIGM GROUP INC
+$14.2M
103,179
+11%
减持
HDB
HDFC BANK LTD
+$12.1M
6,117,362
-1%
增持
BLDR
BUILDERS FIRSTSOURCE INC
-$11.0M
2,757,969
+13%
减持
PANW
PALO ALTO NETWORKS INC
-$9.6M
162,963
-16%
减持
DUOL
DUOLINGO INC
-$8.3M
39,975
-16%
增持
—
FERRARI N V
-$7.6M
309,983
+23%
增持
FWONK
LIBERTY MEDIA CORP DEL
-$5.3M
2,082,513
+3%
减持
FIG
FIGMA INC
-$4.7M
189,782
-16%
减持
TTEK
TETRA TECH INC NEW
-$4.6M
7,007,004
-2%
建仓
IWF
ISHARES TR
+$3.9M
8,215
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$3.5M
19,840
增持
—
STEVANATO GROUP S P A
-$2.1M
493,006
+6%
减持
—
GLOBANT S A
+$1.7M
770,560
-9%
建仓
BABA
ALIBABA GROUP HLDG LTD
+$1.1M
7,511
减持
KVYO
KLAVIYO INC
-$456.3K
928,755
-16%