Sands Capital Management, LLC
- SEC CIK
- 0001020066
- 最新申報
- 2026/8/13
2021 年第 3 季持倉
持倉截至 2021/9/30，2021/11/3 申報。只含多頭部位，變化是跟 2021 年第 2 季比股數。
- 持股檔數
- 71
- 較 2021 年第 2 季 −6
- 總值
- $599.7 億
- 較 2021 年第 2 季 +$9.87 億 (+1.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SESea Ltd | SPONSORD ADS | 20,469,459 | $65.2 億 | 10.9% | −2,623,034−11.4% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 5,202,192 | $31.8 億 | 5.3% | −43,063−0.8% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 13,848,830 | $30.8 億 | 5.1% | +203,488+1.5% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 812,276 | $26.7 億 | 4.4% | +109,043+15.5% | 加碼 | 歷史 |
| XYZBlock, Inc. | CL A | 10,585,033 | $25.4 億 | 4.2% | +3,307,189+45.4% | 加碼 | 歷史 |
| TEAMAtlassian Corp | CL A | 5,715,280 | $22.4 億 | 3.7% | +53,744+0.9% | 加碼 | 歷史 |
| MELIMercadolibre Inc | COM | 1,231,475 | $20.7 億 | 3.4% | +26,212+2.2% | 加碼 | 歷史 |
| ALGNAlign Technology Inc | COM | 2,907,936 | $19.4 億 | 3.2% | +18,167+0.6% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 5,652,187 | $19.2 億 | 3.2% | +9,819+0.2% | 加碼 | 歷史 |
| SHOPShopify Inc. | Stock | 1,347,329 | $18.3 億 | 3.0% | +20,076+1.5% | 加碼 | 歷史 |
| DXCMDexcom Inc | COM | 3,324,368 | $18.2 億 | 3.0% | +287,092+9.5% | 加碼 | 歷史 |
| TWLOTwilio Inc | CL A | 5,451,329 | $17.4 億 | 2.9% | +920,349+20.3% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 2,742,929 | $17.1 億 | 2.8% | −81,830−2.9% | 減碼 | 歷史 |
| ASMLASML Holding NV | ADR | 2,271,641 | $16.9 億 | 2.8% | −119,258−5.0% | 減碼 | 歷史 |
| DASHDoorDash, Inc. | Stock | 8,166,440 | $16.8 億 | 2.8% | +1,626,033+24.9% | 加碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 13,550,416 | $15.3 億 | 2.6% | +113,882+0.8% | 加碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 4,561,278 | $13.8 億 | 2.3% | +841,600+22.6% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 2,399,551 | $12.9 億 | 2.2% | −30,612−1.3% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 10,138,793 | $11.3 億 | 1.9% | +249,812+2.5% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 7,255,317 | $10.5 億 | 1.8% | +139,754+2.0% | 加碼 | 歷史 |
| MTCHMatch Group, Inc. | COM | 6,414,973 | $10.1 億 | 1.7% | −51,957−0.8% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 21,397,459 | $9.59 億 | 1.6% | −12,048,664−36.0% | 減碼 | 歷史 |
| NETCloudflare, Inc. | CL A COM | 8,323,377 | $9.38 億 | 1.6% | +7,289,490+705.1% | 加碼 | 歷史 |
| CSGPCostar Group, Inc. | COM | 10,537,662 | $9.07 億 | 1.5% | +1,514,150+16.8% | 加碼 | 歷史 |
| LRCXLam Research Corp | COM | 1,491,443 | $8.49 億 | 1.4% | +26,683+1.8% | 加碼 | 歷史 |
| CHTRCharter Communications, Inc. | CL A | 1,154,978 | $8.40 億 | 1.4% | −6,217−0.5% | 減碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 5,529,962 | $8.19 億 | 1.4% | −586,246−9.6% | 減碼 | 歷史 |
| APTVAptiv PLC | SHS | 5,440,613 | $8.10 億 | 1.4% | +134,487+2.5% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 290,738 | $7.77 億 | 1.3% | +4,785+1.7% | 加碼 | 歷史 |
| NBISNebius Group N.V. | Stock | 9,024,689 | $7.19 億 | 1.2% | +213,209+2.4% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 3,549,603 | $6.89 億 | 1.1% | −31,615−0.9% | 減碼 | 歷史 |
| OKTAOkta, Inc. | CL A | 2,748,539 | $6.52 億 | 1.1% | +808,325+41.7% | 加碼 | 歷史 |
| FNDFloor & Decor Holdings, Inc. | CL A | 4,953,238 | $5.98 億 | 1.0% | −25,096−0.5% | 減碼 | 歷史 |
| WMGWarner Music Group Corp. | COM CL A | 13,473,812 | $5.76 億 | 1.0% | −89,475−0.7% | 減碼 | 歷史 |
| SRPTSarepta Therapeutics, Inc. | COM | 5,566,103 | $5.15 億 | 0.9% | −41,045−0.7% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 188,231 | $5.02 億 | 0.8% | +3,630+2.0% | 加碼 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 2,646,079 | $4.44 億 | 0.7% | +248,417+10.4% | 加碼 | 歷史 |
| ZZillow Group, Inc. | CL C CAP STK | 4,548,965 | $4.01 億 | 0.7% | −38,107−0.8% | 減碼 | 歷史 |
| CVNACarvana Co. | CL A | 1,241,293 | $3.74 億 | 0.6% | −9,199−0.7% | 減碼 | 歷史 |
| XPXP Inc. | CL A | 8,694,082 | $3.49 億 | 0.6% | +205,194+2.4% | 加碼 | 歷史 |
| GLOBGlobant S.A. | COM | 1,225,906 | $3.44 億 | 0.6% | +29,159+2.4% | 加碼 | 歷史 |
| PAGSPagSeguro Digital Ltd. | COM CL A | 6,386,982 | $3.30 億 | 0.6% | +210,020+3.4% | 加碼 | 歷史 |
| FVRRFiverr International Ltd. | ORD SHS | 1,676,359 | $3.06 億 | 0.5% | −12,130−0.7% | 減碼 | 歷史 |
| IRTCiRhythm Holdings, Inc. | COM | 3,293,424 | $1.93 億 | 0.3% | +63,605+2.0% | 加碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 381,524 | $1.70 億 | 0.3% | +4,603+1.2% | 加碼 | 歷史 |
| HDBHDFC Bank Ltd | SPONSORED ADS | 2,204,992 | $1.61 億 | 0.3% | +80,525+3.8% | 加碼 | 歷史 |
| HCMHUTCHMED (China) Ltd | SPONSORED ADS | 4,189,453 | $1.53 億 | 0.3% | +100,982+2.5% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 762,761 | $1.47 億 | 0.2% | +5,800+0.8% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 476,852 | $1.34 億 | 0.2% | +4,267+0.9% | 加碼 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 541,820 | $1.30 億 | 0.2% | +6,946+1.3% | 加碼 | 歷史 |
| NIONIO Inc. | ADR | 3,364,376 | $1.20 億 | 0.2% | +3,364,376 | 新進 | 歷史 |
| CHGGChegg, Inc | COM | 1,728,471 | $1.18 億 | 0.2% | +19,379+1.1% | 加碼 | 歷史 |
| BZKanzhun Ltd | SPONSORED ADS | 3,220,360 | $1.16 億 | 0.2% | +85,131+2.7% | 加碼 | 歷史 |
| TDGTransDigm Group INC | COM | 150,563 | $9,404 萬 | 0.2% | +1,299+0.9% | 加碼 | 歷史 |
| EQIXEquinix Inc | COM | 116,601 | $9,213 萬 | 0.2% | −360.0% | 減碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 788,652 | $9,055 萬 | 0.2% | +9,557+1.2% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 223,864 | $8,747 萬 | 0.1% | +1,912+0.9% | 加碼 | 歷史 |
| TMETencent Music Entertainment Group | SPON ADS | 11,156,144 | $8,088 萬 | 0.1% | +276,248+2.5% | 加碼 | 歷史 |
| DGDollar General Corp | COM | 318,475 | $6,756 萬 | 0.1% | +2,339+0.7% | 加碼 | 歷史 |
| BFAMBright Horizons Family Solutions Inc. | COM | 473,575 | $6,603 萬 | 0.1% | +5,178+1.1% | 加碼 | 歷史 |
| COUPCoupa Software Inc | COM | 230,192 | $5,045 萬 | 0.1% | −1,253,517−84.5% | 減碼 | 歷史 |
| TECHBIO-TECHNE Corp | COM | 99,153 | $4,805 萬 | 0.1% | +1,217+1.2% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 66,205 | $3,812 萬 | 0.1% | −1,442−2.1% | 減碼 | 歷史 |
| PATHUiPath, Inc. | Stock | 430,104 | $2,263 萬 | <0.1% | −3,821,162−89.9% | 減碼 | 歷史 |
| WDAYWorkday, Inc. | CL A | 88,039 | $2,200 萬 | <0.1% | −3,032,725−97.2% | 減碼 | 歷史 |
| WCNWaste Connections, Inc. | COM | 129,142 | $1,626 萬 | <0.1% | +21,952+20.5% | 加碼 | 歷史 |
| ANSSAnsys Inc | COM | 33,636 | $1,145 萬 | <0.1% | +5,721+20.5% | 加碼 | 歷史 |
| iShares MSCI India ETF46429B598 | ETF | 212,411 | $1,034 萬 | <0.1% | +2,270+1.1% | 加碼 | – |
| WWayfair Inc. | CL A | 22,109 | $564.9 萬 | <0.1% | +22,109 | 新進 | 歷史 |
| Opendoor Technologies Inc.683712130 | COM | 171,975 | $353.1 萬 | <0.1% | +171,975 | 新進 | – |
| ILMNIllumina, Inc. | COM | 2,298 | $93.2 萬 | <0.1% | −1,673,585−99.9% | 減碼 | 歷史 |
2021 年第 2 季之後清倉（9 檔）
2021 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 2 季股數 | 2021 年第 2 季市值 | 2021 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ZMZoom Communications, Inc. | Stock | 1,111,694 | $4.30 億 | 0.7% | 歷史 |
| GOGrocery Outlet Holding Corp. | COM | 8,169,206 | $2.83 億 | 0.5% | 歷史 |
| TCOMTrip.com Group Ltd | ADS | 6,859,392 | $2.43 億 | 0.4% | 歷史 |
| EDUNew Oriental Education & Technology Group Inc. | SPON ADR | 20,704,802 | $1.70 億 | 0.3% | 歷史 |
| KRTXKaruna Therapeutics, Inc. | COM | 380,307 | $4,335 萬 | 0.1% | 歷史 |
| TSHATaysha Gene Therapies, Inc. | COM SHS | 724,873 | $1,537 萬 | <0.1% | 歷史 |
| MASS908 Devices Inc. | COM | 326,427 | $1,265 萬 | <0.1% | 歷史 |
| SPRBSpruce Biosciences, Inc. | COM | 787,007 | $882.2 萬 | <0.1% | 歷史 |
| TARSTarsus Pharmaceuticals, Inc. | COM | 260,000 | $753.5 萬 | <0.1% | 歷史 |