SANDS CAPITAL MANAGEMENT, LLC
ARLINGTON VA · SEC CIK 0001020066
$269.28亿2026Q2 申报市值
71持仓数
47.6%前十大占比 · 第一大 10.4%
12 / 9新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
MU 新建仓+$6.08亿
AMD 新建仓+$3.91亿
SPCX 新建仓+$3.89亿
SNDK 新建仓+$3.48亿
BE 加仓+$3.47亿
2026Q2 卖出最多 按季末市值估算
TSM 减仓-$9.25亿
NVDA 减仓-$8.06亿
AMZN 减仓-$4.43亿
DASH 减仓-$3.01亿
NU 减仓-$2.92亿
2026Q2 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 | $28.13亿 | 10.45% | 14,059,454 | -4,026,288 | -22.3% | -$8.06亿 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $18.75亿 | 6.96% | 3,925,440 | -1,937,245 | -33.0% | -$9.25亿 | 减仓 |
| GOOGL | ALPHABET INC | $17.49亿 | 6.49% | 4,893,397 | -231,097 | -4.5% | -$8,258.71万 | 减仓 |
| AMZN | AMAZON COM INC | $11.59亿 | 4.30% | 4,861,223 | -1,857,832 | -27.7% | -$4.43亿 | 减仓 |
| ASML | ASML HLDG NV | $10.62亿 | 3.94% | 533,693 | -106,140 | -16.6% | -$2.11亿 | 减仓 |
| BE | BLOOM ENERGY CORP | $8.86亿 | 3.29% | 2,926,558 | 1,147,520 | 64.5% | $3.47亿 | 加仓 |
| AXON | AXON ENTERPRISE INC | $8.30亿 | 3.08% | 1,480,817 | -83,687 | -5.3% | -$4,691.58万 | 减仓 |
| SHOP | SHOPIFY INC | $8.27亿 | 3.07% | 7,242,079 | -1,693,587 | -19.0% | -$1.93亿 | 减仓 |
| V | VISA INC | $8.16亿 | 3.03% | 2,377,099 | -393,332 | -14.2% | -$1.35亿 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $8.09亿 | 3.00% | 1,761,206 | -33,020 | -1.8% | -$1,516.05万 | 减仓 |
| NET | CLOUDFLARE INC | $7.95亿 | 2.95% | 3,239,504 | -422,245 | -11.5% | -$1.04亿 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $6.96亿 | 2.58% | 720,741 | 188,849 | 35.5% | $1.82亿 | 加仓 |
| MELI | MERCADOLIBRE INC | $6.42亿 | 2.38% | 378,208 | -97,247 | -20.5% | -$1.65亿 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $6.08亿 | 2.26% | 526,810 | 526,810 | — | $6.08亿 | 新建仓 |
| CVNA | CARVANA CO | $5.57亿 | 2.07% | 8,462,945 | -2,123,295 | -20.1% | -$1.40亿 | 减仓 |
| META | META PLATFORMS INC | $5.46亿 | 2.03% | 969,879 | -309,242 | -24.2% | -$1.74亿 | 减仓 |
| PWR | QUANTA SVCS INC | $5.40亿 | 2.01% | 750,479 | 124,131 | 19.8% | $8,937.93万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $4.99亿 | 1.85% | 4,055,771 | -328,527 | -7.5% | -$4,044.50万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $4.98亿 | 1.85% | 1,252,424 | -68,850 | -5.2% | -$2,738.03万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $4.91亿 | 1.82% | 1,133,965 | 378,743 | 50.1% | $1.64亿 | 加仓 |
| MSFT | MICROSOFT CORP | $4.88亿 | 1.81% | 1,309,230 | -220,894 | -14.4% | -$8,239.79万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $4.85亿 | 1.80% | 786,150 | -37,127 | -4.5% | -$2,290.14万 | 减仓 |
| DASH | DOORDASH INC | $4.29亿 | 1.59% | 2,325,795 | -1,631,265 | -41.2% | -$3.01亿 | 减仓 |
| APP | APPLOVIN CORP | $4.29亿 | 1.59% | 831,697 | -139,864 | -14.4% | -$7,206.21万 | 减仓 |
| XYZ | BLOCK INC | $4.28亿 | 1.59% | 5,632,505 | 121,670 | 2.2% | $924.69万 | 加仓 |
| AVGO | BROADCOM INC | $4.26亿 | 1.58% | 1,126,912 | -275,923 | -19.7% | -$1.04亿 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $3.91亿 | 1.45% | 672,555 | 672,555 | — | $3.91亿 | 新建仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $3.89亿 | 1.44% | 2,276,744 | 2,276,744 | — | $3.89亿 | 新建仓 |
| NFLX | NETFLIX INC. | $3.81亿 | 1.42% | 5,336,614 | -4,078,054 | -43.3% | -$2.91亿 | 减仓 |
| IOT | SAMSARA INC | $3.68亿 | 1.37% | 11,348,732 | -4,309,012 | -27.5% | -$1.40亿 | 减仓 |
| SNDK | SANDISK CORP | $3.48亿 | 1.29% | 153,093 | 153,093 | — | $3.48亿 | 新建仓 |
| CSL | CARLISLE COS INC | $2.90亿 | 1.08% | 799,872 | -119,742 | -13.0% | -$4,343.64万 | 减仓 |
| SE | SEA LTD | $2.87亿 | 1.07% | 2,998,337 | -1,730,213 | -36.6% | -$1.66亿 | 减仓 |
| ARGX | ARGENX SE | $2.77亿 | 1.03% | 298,599 | -41,686 | -12.3% | -$3,867.50万 | 减仓 |
| ONON | ON HLDG AG | $2.65亿 | 0.98% | 7,485,043 | 1,159,496 | 18.3% | $4,106.93万 | 加仓 |
| DDOG | DATADOG INC | $2.60亿 | 0.97% | 999,799 | -406,567 | -28.9% | -$1.06亿 | 减仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $2.35亿 | 0.87% | 1,358,321 | 1,358,321 | — | $2.35亿 | 新建仓 |
| ARM | ARM HOLDINGS PLC | $2.28亿 | 0.85% | 642,829 | 642,829 | — | $2.28亿 | 新建仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $2.04亿 | 0.76% | 2,283,236 | -337,849 | -12.9% | -$3,023.07万 | 减仓 |
| NU | NU HLDGS LTD | $1.67亿 | 0.62% | 12,475,806 | -21,866,415 | -63.7% | -$2.92亿 | 减仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $1.44亿 | 0.53% | 1,509,193 | -50,567 | -3.2% | -$481.09万 | 减仓 |
| MCK | MCKESSON CORP | $1.39亿 | 0.51% | 183,535 | -17,748 | -8.8% | -$1,341.04万 | 减仓 |
| APH | AMPHENOL CORP | $1.35亿 | 0.50% | 763,951 | -41,651 | -5.2% | -$734.39万 | 减仓 |
| KSPI | KASPI KZ JSC | $1.33亿 | 0.49% | 1,531,017 | -55,317 | -3.5% | -$479.27万 | 减仓 |
| CPNG | COUPANG INC | $1.31亿 | 0.49% | 7,559,132 | -1,613,055 | -17.6% | -$2,801.88万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $1.19亿 | 0.44% | 89,669 | -4,672 | -5.0% | -$622.33万 | 减仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $1.05亿 | 0.39% | 3,158,368 | -56,165 | -1.7% | -$187.53万 | 减仓 |
| RACE | FERRARI N V | $1.04亿 | 0.39% | 280,101 | -7,608 | -2.6% | -$283.24万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $1.02亿 | 0.38% | 609,721 | -25,182 | -4.0% | -$419.76万 | 减仓 |
| WWD | WOODWARD INC | $6,537.31万 | 0.24% | 153,660 | 153,660 | — | $6,537.31万 | 新建仓 |
| GRAB | GRAB HOLDINGS LIMITED | $6,177.36万 | 0.23% | 16,385,578 | 7,263,146 | 79.6% | $2,738.21万 | 加仓 |
| LLY | ELI LILLY & CO | $5,437.26万 | 0.20% | 45,332 | 12,445 | 37.8% | $1,492.69万 | 加仓 |
| YMM | FULL TRUCK ALLIANCE CO LTD | $3,487.45万 | 0.13% | 4,294,886 | -675,893 | -13.6% | -$548.83万 | 减仓 |
| LIN | LINDE PLC | $2,842.65万 | 0.11% | 54,778 | 185 | 0.3% | $9.60万 | 加仓 |
| HDB | HDFC BANK LTD | $2,236.51万 | 0.08% | 865,858 | -41,794 | -4.6% | -$107.95万 | 减仓 |
| AAPL | APPLE INC | $1,319.42万 | 0.05% | 45,598 | 42,379 | 1,316.5% | $1,226.28万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $1,067.80万 | 0.04% | 31,312 | -129,766 | -80.6% | -$4,425.28万 | 减仓 |
| STVN | STEVANATO GROUP S P A | $947.74万 | 0.04% | 524,481 | 27,171 | 5.5% | $49.10万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $764.67万 | 0.03% | 10,020 | 10,020 | — | $764.67万 | 新建仓 |
| INTC | INTEL CORP | $546.40万 | 0.02% | 39,132 | 39,132 | — | $546.40万 | 新建仓 |
| HOOD | ROBINHOOD MKTS INC | $531.80万 | 0.02% | 53,032 | 49,286 | 1,315.7% | $494.24万 | 加仓 |
| TTMI | TTM TECHNOLOGIES INC | $441.83万 | 0.02% | 23,625 | 23,625 | — | $441.83万 | 新建仓 |
| GTLB | GITLAB INC | $389.18万 | 0.01% | 127,475 | 0 | 0.0% | — | 不变 |
| AVAV | AEROVIRONMENT INC | $313.52万 | 0.01% | 18,993 | 17,651 | 1,315.3% | $291.37万 | 加仓 |
| KVYO | KLAVIYO INC | $300.20万 | 0.01% | 198,806 | -396,354 | -66.6% | -$598.49万 | 减仓 |
| IWF | ISHARES TR | $275.66万 | 0.01% | 22,200 | 13,985 | 170.2% | $173.65万 | 重新持有 |
| LITE | LUMENTUM HLDGS INC | $254.07万 | 0.01% | 2,961 | 2,649 | 849.0% | $227.30万 | 加仓 |
| CBRS | CEREBRAS SYSTEMS INC | $252.36万 | 0.01% | 11,419 | 11,419 | — | $252.36万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $209.35万 | 0.01% | 17,944 | -4,975 | -21.7% | -$58.04万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $66.71万 | 0.00% | 6,950 | -843 | -10.8% | -$8.09万 | 减仓 |
| TBBB | BBB FOODS INC | $26.17万 | 0.00% | 6,281 | 6,281 | — | $26.17万 | 新建仓 |
| FLUT | FLUTTER ENTMT PLC | $0 | 0.00% | 0 | -1,988,830 | -100.0% | -$2.03亿 | 清仓 |
| TTEK | TETRA TECH INC NEW | $0 | 0.00% | 0 | -6,658,823 | -100.0% | -$2.01亿 | 清仓 |
| RBLX | ROBLOX CORP | $0 | 0.00% | 0 | -2,726,701 | -100.0% | -$1.54亿 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -736,109 | -100.0% | -$4,619.08万 | 清仓 |
| FIG | FIGMA INC | $0 | 0.00% | 0 | -187,577 | -100.0% | -$396.54万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -31,521 | -100.0% | -$329.55万 | 清仓 |
| TEAM | ATLASSIAN CORPORATION | $0 | 0.00% | 0 | -14,281 | -100.0% | -$97.47万 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | -4,178 | -100.0% | -$63.01万 | 清仓 |
| ANET | ARISTA NETWORKS INC | $0 | 0.00% | 0 | -2,698 | -100.0% | -$33.13万 | 清仓 |