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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 74 项
建仓 9
增持 9
减持 48
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP
-$628.5M
1,530,124
-38%
减持
APP
APPLOVIN CORP
-$599.4M
971,561
-34%
减持
NOW
SERVICENOW INC
-$585.4M
31,521
-99%
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
-$584.0M
18,085,742
-10%
减持
SHOP
SHOPIFY INC
-$470.2M
8,935,666
-6%
减持
DASH
DOORDASH INC
-$424.2M
3,957,060
-12%
减持
CVNA
CARVANA CO
-$365.2M
2,117,248
-13%
减持
AMZN
AMAZON COM INC
-$317.9M
6,719,055
-10%
减持
SE
SEA LTD
-$310.2M
4,728,550
-14%
清仓
IRTC
IRHYTHM TECHNOLOGIES INC
-$301.6M
0
-100%
减持
AVGO
BROADCOM INC
-$297.6M
1,402,835
-34%
减持
NU
NU HLDGS LTD
-$250.2M
34,342,221
-23%
减持
AXON
AXON ENTERPRISE INC
-$249.6M
1,564,504
-3%
减持
V
VISA INC
-$246.4M
2,770,431
-10%
减持
—
FLUTTER ENTMT PLC
-$246.0M
1,988,830
-5%
建仓
BE
BLOOM ENERGY CORP
+$241.0M
1,779,038
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$208.4M
531,892
减持
MELI
MERCADOLIBRE INC
-$204.5M
475,455
-7%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$201.7M
4,384,298
-20%
减持
HDB
HDFC BANK LTD
-$200.9M
907,652
-85%
减持
IOT
SAMSARA INC
-$181.7M
15,657,744
-18%
减持
ISRG
INTUITIVE SURGICAL INC
-$170.8M
1,321,274
-4%
建仓
LRCX
LAM RESEARCH CORP
+$161.4M
755,222
增持
CRS
CARPENTER TECHNOLOGY CORP
+$128.8M
823,277
+32%
减持
—
ASML HLDG NV
+$128.3M
639,833
-5%
清仓
ROP
ROPER TECHNOLOGIES INC
-$127.9M
0
-100%
减持
RBLX
ROBLOX CORP
-$103.7M
2,726,701
-14%
增持
PWR
QUANTA SVCS INC
+$100.4M
626,348
+9%
增持
META
META PLATFORMS INC
-$96.5M
1,279,121
+2%
清仓
SAP
SAP SE
-$95.7M
0
-100%
减持
—
ON HLDG AG
-$93.2M
6,325,547
-5%
减持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
-$93.1M
5,862,685
-14%
清仓
CDNS
CADENCE DESIGN SYSTEM INC
-$78.8M
0
-100%
减持
FWONK
LIBERTY MEDIA CORP DEL
-$72.5M
1,559,760
-25%
增持
GOOGL
ALPHABET INC
-$72.3M
5,124,494
+4%
减持
CPNG
COUPANG INC
-$70.3M
9,172,187
-11%
减持
BLDR
BUILDERS FIRSTSOURCE INC
-$68.0M
2,621,085
-5%
减持
WCN
WASTE CONNECTIONS INC
-$66.2M
634,903
-34%
清仓
AJG
GALLAGHER ARTHUR J & CO
-$63.2M
0
-100%
减持
SQ
BLOCK INC
-$54.3M
5,510,835
-7%
减持
ARGX
ARGENX SE
-$51.6M
340,285
-5%
清仓
—
GLOBANT S A
-$50.4M
0
-100%
减持
DDOG
DATADOG INC
-$39.8M
1,406,366
-7%
减持
kspi us equity
KASPI KZ JSC
-$34.8M
1,586,334
-19%
减持
NFLX
NETFLIX INC.
-$34.5M
9,414,668
-6%
减持
TTEK
TETRA TECH INC NEW
-$34.5M
6,658,823
-5%
增持
MCK
MCKESSON CORP
+$31.2M
201,283
+16%
减持
BSX
BOSTON SCIENTIFIC CORP
-$30.6M
736,109
-9%
建仓
LLY
ELI LILLY & CO
+$30.2M
32,887
减持
TDG
TRANSDIGM GROUP INC
-$27.9M
94,341
-9%
减持
YMM
FULL TRUCK ALLIANCE CO LTD
-$24.5M
4,970,779
-19%
减持
—
GRAB HOLDINGS LIMITED
-$22.7M
9,122,432
-19%
减持
TEAM
ATLASSIAN CORPORATION
-$21.2M
14,281
-90%
减持
NET
CLOUDFLARE INC
+$19.9M
3,661,749
-2%
减持
KVYO
KLAVIYO INC
-$18.6M
595,160
-36%
减持
—
FERRARI N V
-$17.2M
287,709
-7%
减持
APH
AMPHENOL CORP
-$17.0M
805,602
-8%
增持
—
SPOTIFY TECHNOLOGY S A
+$16.5M
1,794,226
+22%
减持
RARE
ULTRAGENYX PHARMACEUTICAL IN
-$12.8M
3,214,533
-8%
清仓
DUOL
DUOLINGO INC
-$7.0M
0
-100%
减持
PANW
PALO ALTO NETWORKS INC
-$4.2M
161,078
-1%
清仓
IWF
ISHARES TR
-$3.9M
0
-100%
减持
FIG
FIGMA INC
-$3.1M
187,577
-1%
增持
—
STEVANATO GROUP S P A
-$3.1M
497,310
+1%
减持
CSL
CARLISLE COS INC
-$2.7M
919,614
-5%
减持
SNOW
SNOWFLAKE INC
-$2.0M
4,178
-65%
减持
—
LINDE PLC
+$1.8M
54,593
-8%
建仓
AAPL
APPLE INC
+$817.0K
3,219
建仓
ANET
ARISTA NETWORKS INC
+$331.3K
2,698
建仓
HOOD
ROBINHOOD MKTS INC
+$259.6K
3,746
建仓
AVAV
AEROVIRONMENT INC
+$245.7K
1,342
建仓
LITE
LUMENTUM HLDGS INC
+$219.3K
312
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$174.0K
22,919
+16%
增持
BABA
ALIBABA GROUP HLDG LTD
-$123.3K
7,793
+4%