SANDS CAPITAL MANAGEMENT, LLC
ARLINGTON VA · SEC CIK 0001020066
$254.87亿2026Q1 申报市值
67持仓数
52.4%前十大占比 · 第一大 12.4%
9 / 7新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
BE 新建仓+$2.41亿
STX 新建仓+$2.08亿
LRCX 新建仓+$1.61亿
SPOT 加仓+$1.57亿
CRS 加仓+$7,945.79万
2026Q1 卖出最多 按季末市值估算
NOW 减仓-$3.98亿
MSFT 减仓-$3.48亿
NVDA 减仓-$3.41亿
TSM 减仓-$3.26亿
IRTC 清仓-$3.02亿
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $31.54亿 | 12.38% | 18,085,742 | -1,957,829 | -9.8% | -$3.41亿 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $19.81亿 | 7.77% | 5,862,685 | -963,490 | -14.1% | -$3.26亿 | 减仓 |
| GOOGL | ALPHABET INC | $14.74亿 | 5.78% | 5,124,494 | 185,445 | 3.8% | $5,332.66万 | 加仓 |
| AMZN | AMAZON COM INC | $13.99亿 | 5.49% | 6,719,055 | -720,957 | -9.7% | -$1.50亿 | 减仓 |
| SHOP | SHOPIFY INC | $10.60亿 | 4.16% | 8,935,666 | -570,370 | -6.0% | -$6,765.73万 | 减仓 |
| NFLX | NETFLIX INC. | $9.05亿 | 3.55% | 9,414,668 | -608,420 | -6.1% | -$5,849.96万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $8.70亿 | 3.41% | 1,794,226 | 324,378 | 22.1% | $1.57亿 | 加仓 |
| ASML | ASML HLDG NV | $8.45亿 | 3.32% | 639,833 | -30,152 | -4.5% | -$3,982.57万 | 减仓 |
| V | VISA INC | $8.37亿 | 3.29% | 2,770,431 | -319,698 | -10.3% | -$9,662.55万 | 减仓 |
| MELI | MERCADOLIBRE INC | $8.22亿 | 3.23% | 475,455 | -34,190 | -6.7% | -$5,911.52万 | 减仓 |
| NET | CLOUDFLARE INC | $7.56亿 | 2.96% | 3,661,749 | -69,538 | -1.9% | -$1,434.85万 | 减仓 |
| META | META PLATFORMS INC | $7.32亿 | 2.87% | 1,279,121 | 24,250 | 1.9% | $1,387.42万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $6.90亿 | 2.71% | 4,384,298 | -1,118,598 | -20.3% | -$1.76亿 | 减仓 |
| CVNA | CARVANA CO | $6.66亿 | 2.61% | 2,117,248 | -325,286 | -13.3% | -$1.02亿 | 减仓 |
| AXON | AXON ENTERPRISE INC | $6.64亿 | 2.61% | 1,564,504 | -44,932 | -2.8% | -$1,908.22万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $6.09亿 | 2.39% | 1,321,274 | -55,684 | -4.0% | -$2,566.98万 | 减仓 |
| DASH | DOORDASH INC | $5.94亿 | 2.33% | 3,957,060 | -539,547 | -12.0% | -$8,101.30万 | 减仓 |
| MSFT | MICROSOFT CORP | $5.66亿 | 2.22% | 1,530,124 | -940,645 | -38.1% | -$3.48亿 | 减仓 |
| IOT | SAMSARA INC | $4.96亿 | 1.95% | 15,657,744 | -3,465,574 | -18.1% | -$1.10亿 | 减仓 |
| NU | NU HLDGS LTD | $4.93亿 | 1.94% | 34,342,221 | -10,081,674 | -22.7% | -$1.45亿 | 减仓 |
| AVGO | BROADCOM INC | $4.34亿 | 1.70% | 1,402,835 | -711,686 | -33.7% | -$2.20亿 | 减仓 |
| SE | SEA LTD | $3.92亿 | 1.54% | 4,728,550 | -772,463 | -14.0% | -$6,396.77万 | 减仓 |
| APP | APPLOVIN CORP | $3.87亿 | 1.52% | 971,561 | -491,790 | -33.6% | -$1.96亿 | 减仓 |
| PWR | QUANTA SVCS INC | $3.44亿 | 1.35% | 626,348 | 49,452 | 8.6% | $2,715.01万 | 加仓 |
| XYZ | BLOCK INC | $3.32亿 | 1.30% | 5,510,835 | -419,048 | -7.1% | -$2,521.83万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $3.24亿 | 1.27% | 823,277 | 201,593 | 32.4% | $7,945.79万 | 加仓 |
| CSL | CARLISLE COS INC | $3.07亿 | 1.20% | 919,614 | -48,026 | -5.0% | -$1,602.24万 | 减仓 |
| ARGX | ARGENX SE | $2.48亿 | 0.97% | 340,285 | -16,585 | -4.6% | -$1,211.12万 | 减仓 |
| BE | BLOOM ENERGY CORP | $2.41亿 | 0.95% | 1,779,038 | 1,779,038 | — | $2.41亿 | 新建仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $2.16亿 | 0.85% | 2,621,085 | -136,884 | -5.0% | -$1,126.97万 | 减仓 |
| ONON | ON HLDG AG | $2.15亿 | 0.84% | 6,325,547 | -309,503 | -4.7% | -$1,052.93万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $2.08亿 | 0.82% | 531,892 | 531,892 | — | $2.08亿 | 新建仓 |
| FLUT | FLUTTER ENTMT PLC | $2.03亿 | 0.80% | 1,988,830 | -98,218 | -4.7% | -$1,001.33万 | 减仓 |
| TTEK | TETRA TECH INC NEW | $2.01亿 | 0.79% | 6,658,823 | -348,181 | -5.0% | -$1,048.72万 | 减仓 |
| MCK | MCKESSON CORP | $1.74亿 | 0.68% | 201,283 | 27,015 | 15.5% | $2,337.77万 | 加仓 |
| CPNG | COUPANG INC | $1.73亿 | 0.68% | 9,172,187 | -1,147,478 | -11.1% | -$2,166.44万 | 减仓 |
| DDOG | DATADOG INC | $1.66亿 | 0.65% | 1,406,366 | -107,434 | -7.1% | -$1,268.26万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $1.61亿 | 0.63% | 755,222 | 755,222 | — | $1.61亿 | 新建仓 |
| RBLX | ROBLOX CORP | $1.54亿 | 0.61% | 2,726,701 | -456,698 | -14.3% | -$2,583.08万 | 减仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $1.33亿 | 0.52% | 1,559,760 | -522,753 | -25.1% | -$4,444.45万 | 减仓 |
| KSPI | KASPI KZ JSC | $1.17亿 | 0.46% | 1,586,334 | -362,427 | -18.6% | -$2,684.50万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $1.09亿 | 0.43% | 94,341 | -8,838 | -8.6% | -$1,024.29万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $1.03亿 | 0.40% | 634,903 | -330,977 | -34.3% | -$5,376.39万 | 减仓 |
| APH | AMPHENOL CORP | $1.02亿 | 0.40% | 805,602 | -73,402 | -8.4% | -$927.43万 | 减仓 |
| RACE | FERRARI N V | $9,737.51万 | 0.38% | 287,709 | -22,274 | -7.2% | -$753.86万 | 减仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $6,734.45万 | 0.26% | 3,214,533 | -271,191 | -7.8% | -$568.15万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $4,619.08万 | 0.18% | 736,109 | -69,055 | -8.6% | -$433.32万 | 减仓 |
| YMM | FULL TRUCK ALLIANCE CO LTD | $4,125.75万 | 0.16% | 4,970,779 | -1,152,989 | -18.8% | -$956.98万 | 减仓 |
| GRAB | GRAB HOLDINGS LIMITED | $3,338.81万 | 0.13% | 9,122,432 | -2,121,623 | -18.9% | -$776.51万 | 减仓 |
| LLY | ELI LILLY & CO | $3,024.85万 | 0.12% | 32,887 | 32,887 | — | $3,024.85万 | 新建仓 |
| LIN | LINDE PLC | $2,706.50万 | 0.11% | 54,593 | -4,621 | -7.8% | -$229.09万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $2,582.40万 | 0.10% | 161,078 | -1,885 | -1.2% | -$30.22万 | 减仓 |
| HDB | HDFC BANK LTD | $2,258.24万 | 0.09% | 907,652 | -5,209,710 | -85.2% | -$1.30亿 | 减仓 |
| KVYO | KLAVIYO INC | $1,158.18万 | 0.05% | 595,160 | -333,595 | -35.9% | -$649.18万 | 减仓 |
| STVN | STEVANATO GROUP S P A | $683.80万 | 0.03% | 497,310 | 4,304 | 0.9% | $5.92万 | 加仓 |
| FIG | FIGMA INC | $396.54万 | 0.02% | 187,577 | -2,205 | -1.2% | -$4.66万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $335.26万 | 0.01% | 22,919 | 3,079 | 15.5% | $45.04万 | 加仓 |
| NOW | SERVICENOW INC | $329.55万 | 0.01% | 31,521 | -3,811,393 | -99.2% | -$3.98亿 | 减仓 |
| GTLB | GITLAB INC | $275.86万 | 0.01% | 127,475 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $97.77万 | 0.00% | 7,793 | 282 | 3.8% | $3.54万 | 加仓 |
| TEAM | ATLASSIAN CORPORATION | $97.47万 | 0.00% | 14,281 | -122,253 | -89.5% | -$834.38万 | 减仓 |
| AAPL | APPLE INC | $81.69万 | 0.00% | 3,219 | 3,219 | — | $81.69万 | 新建仓 |
| SNOW | SNOWFLAKE INC | $63.01万 | 0.00% | 4,178 | -7,782 | -65.1% | -$117.37万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $33.13万 | 0.00% | 2,698 | 2,698 | — | $33.13万 | 新建仓 |
| HOOD | ROBINHOOD MKTS INC | $25.96万 | 0.00% | 3,746 | 3,746 | — | $25.96万 | 新建仓 |
| AVAV | AEROVIRONMENT INC | $24.57万 | 0.00% | 1,342 | 1,342 | — | $24.57万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $21.93万 | 0.00% | 312 | 312 | — | $21.93万 | 新建仓 |
| IRTC | IRHYTHM TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,699,645 | -100.0% | -$3.02亿 | 清仓 |
| ROP | ROPER TECHNOLOGIES INC | $0 | 0.00% | 0 | -287,318 | -100.0% | -$1.28亿 | 清仓 |
| SAP | SAP SE | $0 | 0.00% | 0 | -394,117 | -100.0% | -$9,573.50万 | 清仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $0 | 0.00% | 0 | -252,008 | -100.0% | -$7,877.27万 | 清仓 |
| AJG | GALLAGHER ARTHUR J & CO | $0 | 0.00% | 0 | -244,255 | -100.0% | -$6,321.08万 | 清仓 |
| GLOB | GLOBANT S A | $0 | 0.00% | 0 | -770,560 | -100.0% | -$5,037.15万 | 清仓 |
| DUOL | DUOLINGO INC | $0 | 0.00% | 0 | -39,975 | -100.0% | -$701.56万 | 清仓 |
| IWF | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |