Sands Capital Management, LLC
- SEC CIK
- 0001020066
- 最新申報
- 2026/8/13
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/8/16 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。
- 持股檔數
- 77
- 較 2021 年第 1 季 +2
- 總值
- $589.8 億
- 較 2021 年第 1 季 +$72.3 億 (+14.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SESea Ltd | SPONSORD ADS | 23,092,493 | $63.4 億 | 10.8% | −660,149−2.8% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 13,645,342 | $31.9 億 | 5.4% | +199,977+1.5% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 5,245,255 | $27.7 億 | 4.7% | +13,568+0.3% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 703,233 | $24.2 億 | 4.1% | +16,798+2.4% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 5,642,368 | $19.6 億 | 3.3% | +64,110+1.1% | 加碼 | 歷史 |
| SHOPShopify Inc. | Stock | 1,327,253 | $19.4 億 | 3.3% | +48,933+3.8% | 加碼 | 歷史 |
| MELIMercadolibre Inc | COM | 1,205,263 | $18.8 億 | 3.2% | +55,633+4.8% | 加碼 | 歷史 |
| TWLOTwilio Inc | CL A | 4,530,980 | $17.9 億 | 3.0% | +11,088+0.2% | 加碼 | 歷史 |
| XYZBlock, Inc. | CL A | 7,277,844 | $17.7 億 | 3.0% | −650,357−8.2% | 減碼 | 歷史 |
| ALGNAlign Technology Inc | COM | 2,889,769 | $17.7 億 | 3.0% | +31,625+1.1% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 33,446,123 | $16.8 億 | 2.8% | −117,352−0.3% | 減碼 | 歷史 |
| ASMLASML Holding NV | ADR | 2,390,899 | $16.5 億 | 2.8% | +85,977+3.7% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 2,824,759 | $15.5 億 | 2.6% | −46,459−1.6% | 減碼 | 歷史 |
| TEAMAtlassian Corp | CL A | 5,661,536 | $14.5 億 | 2.5% | +157,258+2.9% | 加碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 13,436,534 | $13.9 億 | 2.4% | +456,072+3.5% | 加碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 6,116,208 | $13.9 億 | 2.4% | +308,741+5.3% | 加碼 | 歷史 |
| DXCMDexcom Inc | COM | 3,037,276 | $13.0 億 | 2.2% | +100,774+3.4% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 2,430,163 | $11.9 億 | 2.0% | −10,523−0.4% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 9,888,981 | $11.9 億 | 2.0% | +591,739+6.4% | 加碼 | 歷史 |
| DASHDoorDash, Inc. | Stock | 6,540,407 | $11.7 億 | 2.0% | +2,116,415+47.8% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 7,115,563 | $11.0 億 | 1.9% | +386,328+5.7% | 加碼 | 歷史 |
| MTCHMatch Group, Inc. | COM | 6,466,930 | $10.4 億 | 1.8% | −1,797,461−21.7% | 減碼 | 歷史 |
| LRCXLam Research Corp | COM | 1,464,760 | $9.53 億 | 1.6% | +79,616+5.7% | 加碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 3,719,678 | $8.99 億 | 1.5% | +606,095+19.5% | 加碼 | 歷史 |
| CHTRCharter Communications, Inc. | CL A | 1,161,195 | $8.38 億 | 1.4% | −10,229−0.9% | 減碼 | 歷史 |
| APTVAptiv PLC | SHS | 5,306,126 | $8.35 億 | 1.4% | +321,089+6.4% | 加碼 | 歷史 |
| ILMNIllumina, Inc. | COM | 1,675,883 | $7.93 億 | 1.3% | −1,195,216−41.6% | 減碼 | 歷史 |
| CSGPCostar Group, Inc. | COM | 9,023,512 | $7.47 億 | 1.3% | −79,838−0.9% | 減碼依 10 比 1 拆股換算 | 歷史 |
| WDAYWorkday, Inc. | CL A | 3,120,764 | $7.45 億 | 1.3% | +2,835+0.1% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 285,953 | $6.98 億 | 1.2% | +14,444+5.3% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 3,581,218 | $6.67 億 | 1.1% | +35,154+1.0% | 加碼 | 歷史 |
| NBISNebius Group N.V. | Stock | 8,811,480 | $6.23 億 | 1.1% | +185,751+2.2% | 加碼 | 歷史 |
| ZZillow Group, Inc. | CL C CAP STK | 4,587,072 | $5.61 億 | 1.0% | −157,924−3.3% | 減碼 | 歷史 |
| FNDFloor & Decor Holdings, Inc. | CL A | 4,978,334 | $5.26 億 | 0.9% | −744,839−13.0% | 減碼 | 歷史 |
| WMGWarner Music Group Corp. | COM CL A | 13,563,287 | $4.89 億 | 0.8% | −1,300,452−8.7% | 減碼 | 歷史 |
| OKTAOkta, Inc. | CL A | 1,940,214 | $4.75 億 | 0.8% | +103,501+5.6% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 184,601 | $4.63 億 | 0.8% | +10,028+5.7% | 加碼 | 歷史 |
| SRPTSarepta Therapeutics, Inc. | COM | 5,607,148 | $4.36 億 | 0.7% | +2,579,058+85.2% | 加碼 | 歷史 |
| ZMZoom Communications, Inc. | Stock | 1,111,694 | $4.30 億 | 0.7% | +58,337+5.5% | 加碼 | 歷史 |
| FVRRFiverr International Ltd. | ORD SHS | 1,688,489 | $4.09 億 | 0.7% | −60,694−3.5% | 減碼 | 歷史 |
| COUPCoupa Software Inc | COM | 1,483,709 | $3.89 億 | 0.7% | +66,481+4.7% | 加碼 | 歷史 |
| CVNACarvana Co. | CL A | 1,250,492 | $3.77 億 | 0.6% | +1,250,492 | 新進 | 歷史 |
| XPXP Inc. | CL A | 8,488,888 | $3.70 億 | 0.6% | +190,666+2.3% | 加碼 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 2,397,662 | $3.67 億 | 0.6% | +960,921+66.9% | 加碼 | 歷史 |
| PAGSPagSeguro Digital Ltd. | COM CL A | 6,176,962 | $3.45 億 | 0.6% | +130,493+2.2% | 加碼 | 歷史 |
| PATHUiPath, Inc. | Stock | 4,251,266 | $2.92 億 | 0.5% | +4,251,266 | 新進 | 歷史 |
| GOGrocery Outlet Holding Corp. | COM | 8,169,206 | $2.83 億 | 0.5% | −290,146−3.4% | 減碼 | 歷史 |
| GLOBGlobant S.A. | COM | 1,196,747 | $2.62 億 | 0.4% | +25,428+2.2% | 加碼 | 歷史 |
| TCOMTrip.com Group Ltd | ADS | 6,859,392 | $2.43 億 | 0.4% | +125,109+1.9% | 加碼 | 歷史 |
| IRTCiRhythm Holdings, Inc. | COM | 3,229,819 | $2.14 億 | 0.4% | +182,255+6.0% | 加碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 376,921 | $1.77 億 | 0.3% | +42,520+12.7% | 加碼 | 歷史 |
| EDUNew Oriental Education & Technology Group Inc. | SPON ADR | 20,704,802 | $1.70 億 | 0.3% | +423,012+2.1% | 加碼 | 歷史 |
| TMETencent Music Entertainment Group | SPON ADS | 10,879,896 | $1.68 億 | 0.3% | +291,142+2.7% | 加碼 | 歷史 |
| HCMHUTCHMED (China) Ltd | SPONSORED ADS | 4,088,471 | $1.61 億 | 0.3% | +89,872+2.2% | 加碼 | 歷史 |
| HDBHDFC Bank Ltd | SPONSORED ADS | 2,124,467 | $1.55 億 | 0.3% | +382,020+21.9% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 756,961 | $1.46 億 | 0.2% | +4,508+0.6% | 加碼 | 歷史 |
| CHGGChegg, Inc | COM | 1,709,092 | $1.42 億 | 0.2% | +192,497+12.7% | 加碼 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 534,874 | $1.30 億 | 0.2% | −2,798−0.5% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 472,585 | $1.28 億 | 0.2% | +52,735+12.6% | 加碼 | 歷史 |
| BZKanzhun Ltd | SPONSORED ADS | 3,135,229 | $1.24 億 | 0.2% | +3,135,229 | 新進 | 歷史 |
| NETCloudflare, Inc. | CL A COM | 1,033,887 | $1.09 億 | 0.2% | +116,140+12.7% | 加碼 | 歷史 |
| TDGTransDigm Group INC | COM | 149,264 | $9,662 萬 | 0.2% | +16,729+12.6% | 加碼 | 歷史 |
| EQIXEquinix Inc | COM | 116,637 | $9,361 萬 | 0.2% | +10,745+10.1% | 加碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 779,095 | $9,248 萬 | 0.2% | +87,812+12.7% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 221,952 | $8,888 萬 | 0.2% | +24,806+12.6% | 加碼 | 歷史 |
| BFAMBright Horizons Family Solutions Inc. | COM | 468,397 | $6,891 萬 | 0.1% | +52,607+12.7% | 加碼 | 歷史 |
| DGDollar General Corp | COM | 316,136 | $6,841 萬 | 0.1% | +35,277+12.6% | 加碼 | 歷史 |
| TECHBIO-TECHNE Corp | COM | 97,936 | $4,410 萬 | 0.1% | +11,051+12.7% | 加碼 | 歷史 |
| KRTXKaruna Therapeutics, Inc. | COM | 380,307 | $4,335 萬 | 0.1% | −48,588−11.3% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 67,647 | $3,962 萬 | 0.1% | −1,054−1.5% | 減碼 | 歷史 |
| TSHATaysha Gene Therapies, Inc. | COM SHS | 724,873 | $1,537 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WCNWaste Connections, Inc. | COM | 107,190 | $1,280 萬 | <0.1% | +107,190 | 新進 | 歷史 |
| MASS908 Devices Inc. | COM | 326,427 | $1,265 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ANSSAnsys Inc | COM | 27,915 | $968.8 萬 | <0.1% | +27,915 | 新進 | 歷史 |
| iShares MSCI India ETF46429B598 | ETF | 210,141 | $929.9 萬 | <0.1% | −30,277−12.6% | 減碼 | – |
| SPRBSpruce Biosciences, Inc. | COM | 787,007 | $882.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TARSTarsus Pharmaceuticals, Inc. | COM | 260,000 | $753.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2021 年第 1 季之後清倉（3 檔）
2021 年第 1 季季末還持有、這份申報已經沒有的部位。