Sands Capital Management, LLC
- SEC CIK
- 0001020066
- 最新申報
- 2026/8/13
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/2/11 申報。只含多頭部位，變化是跟 2021 年第 3 季比股數。
- 持股檔數
- 71
- 較 2021 年第 3 季 0
- 總值
- $538.9 億
- 較 2021 年第 3 季 −$60.8 億 (−10.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SESea Ltd | SPONSORD ADS | 18,159,912 | $40.6 億 | 7.5% | −2,309,547−11.3% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 13,190,549 | $28.6 億 | 5.3% | −658,281−4.8% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 843,212 | $28.1 億 | 5.2% | +30,936+3.8% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 4,575,549 | $27.6 億 | 5.1% | −626,643−12.0% | 減碼 | 歷史 |
| TEAMAtlassian Corp | CL A | 5,381,227 | $20.5 億 | 3.8% | −334,053−5.8% | 減碼 | 歷史 |
| SHOPShopify Inc. | Stock | 1,402,814 | $19.3 億 | 3.6% | +55,485+4.1% | 加碼 | 歷史 |
| XYZBlock, Inc. | CL A | 11,270,218 | $18.2 億 | 3.4% | +685,185+6.5% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 5,382,275 | $18.1 億 | 3.4% | −269,912−4.8% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 2,647,196 | $17.2 億 | 3.2% | −95,733−3.5% | 減碼 | 歷史 |
| DXCMDexcom Inc | COM | 3,128,590 | $16.8 億 | 3.1% | −195,778−5.9% | 減碼 | 歷史 |
| ALGNAlign Technology Inc | COM | 2,549,677 | $16.8 億 | 3.1% | −358,259−12.3% | 減碼 | 歷史 |
| ASMLASML Holding NV | ADR | 2,103,574 | $16.7 億 | 3.1% | −168,067−7.4% | 減碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 12,713,047 | $16.5 億 | 3.1% | −837,369−6.2% | 減碼 | 歷史 |
| MELIMercadolibre Inc | COM | 1,202,959 | $16.2 億 | 3.0% | −28,516−2.3% | 減碼 | 歷史 |
| TWLOTwilio Inc | CL A | 5,694,725 | $15.0 億 | 2.8% | +243,396+4.5% | 加碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 4,320,174 | $14.6 億 | 2.7% | −241,104−5.3% | 減碼 | 歷史 |
| INTUIntuit Inc. | Stock | 2,075,053 | $13.3 億 | 2.5% | −324,498−13.5% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 9,852,684 | $11.9 億 | 2.2% | −286,109−2.8% | 減碼 | 歷史 |
| DASHDoorDash, Inc. | Stock | 7,805,609 | $11.6 億 | 2.2% | −360,831−4.4% | 減碼 | 歷史 |
| NETCloudflare, Inc. | CL A COM | 8,819,174 | $11.6 億 | 2.2% | +495,797+6.0% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 6,696,977 | $11.2 億 | 2.1% | −558,340−7.7% | 減碼 | 歷史 |
| LRCXLam Research Corp | COM | 1,389,758 | $9.99 億 | 1.9% | −101,685−6.8% | 減碼 | 歷史 |
| MTCHMatch Group, Inc. | COM | 7,165,014 | $9.48 億 | 1.8% | +750,041+11.7% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 21,067,446 | $8.83 億 | 1.6% | −330,013−1.5% | 減碼 | 歷史 |
| APTVAptiv PLC | SHS | 5,070,114 | $8.36 億 | 1.6% | −370,499−6.8% | 減碼 | 歷史 |
| CSGPCostar Group, Inc. | COM | 10,279,665 | $8.12 億 | 1.5% | −257,997−2.4% | 減碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 3,325,876 | $8.12 億 | 1.5% | −223,727−6.3% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 273,493 | $7.92 億 | 1.5% | −17,245−5.9% | 減碼 | 歷史 |
| CHTRCharter Communications, Inc. | CL A | 1,116,369 | $7.28 億 | 1.4% | −38,609−3.3% | 減碼 | 歷史 |
| OKTAOkta, Inc. | CL A | 2,609,932 | $5.85 億 | 1.1% | −138,607−5.0% | 減碼 | 歷史 |
| NBISNebius Group N.V. | Stock | 9,209,474 | $5.57 億 | 1.0% | +184,785+2.0% | 加碼 | 歷史 |
| FNDFloor & Decor Holdings, Inc. | CL A | 4,133,258 | $5.37 億 | 1.0% | −819,980−16.6% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 173,772 | $5.03 億 | 0.9% | −14,459−7.7% | 減碼 | 歷史 |
| WMGWarner Music Group Corp. | COM CL A | 11,553,443 | $4.99 億 | 0.9% | −1,920,369−14.3% | 減碼 | 歷史 |
| SRPTSarepta Therapeutics, Inc. | COM | 5,364,627 | $4.83 億 | 0.9% | −201,476−3.6% | 減碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 3,650,911 | $4.34 億 | 0.8% | −1,879,051−34.0% | 減碼 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 2,563,533 | $4.27 億 | 0.8% | −82,546−3.1% | 減碼 | 歷史 |
| GLOBGlobant S.A. | COM | 1,238,150 | $3.89 億 | 0.7% | +12,244+1.0% | 加碼 | 歷史 |
| IRTCiRhythm Holdings, Inc. | COM | 3,041,867 | $3.58 億 | 0.7% | −251,557−7.6% | 減碼 | 歷史 |
| CVNACarvana Co. | CL A | 1,196,974 | $2.77 億 | 0.5% | −44,319−3.6% | 減碼 | 歷史 |
| XPXP Inc. | CL A | 8,780,029 | $2.52 億 | 0.5% | +85,947+1.0% | 加碼 | 歷史 |
| TXG10x Genomics, Inc. | CL A COM | 1,663,967 | $2.48 億 | 0.5% | +1,663,967 | 新進 | 歷史 |
| ROPRoper Technologies Inc | Stock | 374,077 | $1.84 億 | 0.3% | −7,447−2.0% | 減碼 | 歷史 |
| FVRRFiverr International Ltd. | ORD SHS | 1,607,982 | $1.83 億 | 0.3% | −68,377−4.1% | 減碼 | 歷史 |
| PAGSPagSeguro Digital Ltd. | COM CL A | 6,463,920 | $1.69 億 | 0.3% | +76,938+1.2% | 加碼 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 531,232 | $1.50 億 | 0.3% | −10,588−2.0% | 減碼 | 歷史 |
| HCMHUTCHMED (China) Ltd | SPONSORED ADS | 4,233,337 | $1.49 億 | 0.3% | +43,884+1.0% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 769,186 | $1.45 億 | 0.3% | +6,425+0.8% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 430,849 | $1.45 億 | 0.3% | −46,003−9.6% | 減碼 | 歷史 |
| NUNu Holdings Ltd. | ORD SHS CL A | 15,057,841 | $1.41 億 | 0.3% | +15,057,841 | 新進 | 歷史 |
| HDBHDFC Bank Ltd | SPONSORED ADS | 2,001,993 | $1.30 億 | 0.2% | −202,999−9.2% | 減碼 | 歷史 |
| CHGGChegg, Inc | COM | 4,024,552 | $1.24 億 | 0.2% | +2,296,081+132.8% | 加碼 | 歷史 |
| BZKanzhun Ltd | SPONSORED ADS | 3,257,333 | $1.14 億 | 0.2% | +36,973+1.1% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 219,502 | $1.10 億 | 0.2% | −4,362−1.9% | 減碼 | 歷史 |
| NIONIO Inc. | ADR | 3,403,400 | $1.08 億 | 0.2% | +39,024+1.2% | 加碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 773,217 | $1.06 億 | 0.2% | −15,435−2.0% | 減碼 | 歷史 |
| TDGTransDigm Group INC | COM | 147,623 | $9,393 萬 | 0.2% | −2,940−2.0% | 減碼 | 歷史 |
| STESTERIS plc | SHS USD | 364,205 | $8,865 萬 | 0.2% | +364,205 | 新進 | 歷史 |
| TMETencent Music Entertainment Group | SPON ADS | 11,279,499 | $7,727 萬 | 0.1% | +123,355+1.1% | 加碼 | 歷史 |
| BFAMBright Horizons Family Solutions Inc. | COM | 464,330 | $5,845 萬 | 0.1% | −9,245−2.0% | 減碼 | 歷史 |
| TECHBIO-TECHNE Corp | COM | 97,220 | $5,030 萬 | 0.1% | −1,933−1.9% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 78,151 | $4,432 萬 | 0.1% | +11,946+18.0% | 加碼 | 歷史 |
| IOTSamsara Inc. | Stock | 1,361,225 | $3,826 萬 | 0.1% | +1,361,225 | 新進 | 歷史 |
| PATHUiPath, Inc. | Stock | 552,204 | $2,382 萬 | <0.1% | +122,100+28.4% | 加碼 | 歷史 |
| WCNWaste Connections, Inc. | COM | 106,559 | $1,452 萬 | <0.1% | −22,583−17.5% | 減碼 | 歷史 |
| iShares MSCI India ETF46429B598 | ETF | 239,246 | $1,097 萬 | <0.1% | +26,835+12.6% | 加碼 | – |
| ANSSAnsys Inc | COM | 27,317 | $1,096 萬 | <0.1% | −6,319−18.8% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 23,752 | $725.8 萬 | <0.1% | +23,752 | 新進 | – |
| WWayfair Inc. | CL A | 22,109 | $420.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| OPENOpendoor Technologies Inc. | COM | 209,341 | $305.8 萬 | <0.1% | +209,341 | 新進 | 歷史 |
| BILLBILL Holdings, Inc. | Stock | 1,255 | $31.3 萬 | <0.1% | +1,255 | 新進 | 歷史 |
2021 年第 3 季之後清倉（7 檔）
2021 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 3 季股數 | 2021 年第 3 季市值 | 2021 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ZZillow Group, Inc. | CL C CAP STK | 4,548,965 | $4.01 億 | 0.7% | 歷史 |
| EQIXEquinix Inc | COM | 116,601 | $9,213 萬 | 0.2% | 歷史 |
| DGDollar General Corp | COM | 318,475 | $6,756 萬 | 0.1% | 歷史 |
| COUPCoupa Software Inc | COM | 230,192 | $5,045 萬 | 0.1% | 歷史 |
| WDAYWorkday, Inc. | CL A | 88,039 | $2,200 萬 | <0.1% | 歷史 |
| Opendoor Technologies Inc.683712130 | COM | 171,975 | $353.1 萬 | <0.1% | – |
| ILMNIllumina, Inc. | COM | 2,298 | $93.2 萬 | <0.1% | 歷史 |