Sands Capital Management, LLC
- SEC CIK
- 0001020066
- 最新申報
- 2026/8/13
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/8/12 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 69
- 較 2022 年第 1 季 +1
- 總值
- $288.9 億
- 較 2022 年第 1 季 −$146.0 億 (−33.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| VVisa Inc. | Stock | 12,097,484 | $23.8 億 | 8.2% | −326,257−2.6% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 17,336,780 | $18.4 億 | 6.4% | 00.0% | 不變依 20 比 1 拆股換算 | 歷史 |
| SESea Ltd | SPONSORD ADS | 20,470,449 | $13.7 億 | 4.7% | +370,032+1.8% | 加碼 | 歷史 |
| DXCMDexcom Inc | COM | 17,902,213 | $13.3 億 | 4.6% | +1,145,233+6.8% | 加碼依 4 比 1 拆股換算 | 歷史 |
| NOWServiceNow, Inc. | Stock | 2,710,191 | $12.9 億 | 4.5% | −24,879−0.9% | 減碼 | 歷史 |
| TEAMAtlassian Corp | CL A | 6,504,421 | $12.2 億 | 4.2% | +397,595+6.5% | 加碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 11,711,787 | $11.1 億 | 3.9% | +9,502+0.1% | 加碼 | 歷史 |
| XYZBlock, Inc. | CL A | 16,450,950 | $10.1 億 | 3.5% | +1,179,222+7.7% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 1,942,740 | $9.25 億 | 3.2% | +25,874+1.3% | 加碼 | 歷史 |
| MELIMercadolibre Inc | COM | 1,298,775 | $8.27 億 | 2.9% | −9,116−0.7% | 減碼 | 歷史 |
| LRCXLam Research Corp | COM | 1,877,199 | $8.00 億 | 2.8% | +564,607+43.0% | 加碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 5,721,972 | $7.96 億 | 2.8% | +354,757+6.6% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 9,028,657 | $7.38 億 | 2.6% | −182,252−2.0% | 減碼 | 歷史 |
| SHOPShopify Inc. | Stock | 23,560,742 | $7.36 億 | 2.5% | +2,284,932+10.7% | 加碼依 10 比 1 拆股換算 | 歷史 |
| NETCloudflare, Inc. | CL A COM | 15,643,953 | $6.84 億 | 2.4% | +2,093,425+15.4% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 6,306,606 | $6.45 億 | 2.2% | −356,280−5.3% | 減碼 | 歷史 |
| CSGPCostar Group, Inc. | COM | 10,486,090 | $6.33 億 | 2.2% | −197,506−1.8% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 280,694 | $6.12 億 | 2.1% | +2,190+0.8% | 加碼 | 歷史 |
| ALGNAlign Technology Inc | COM | 2,500,535 | $5.92 億 | 2.0% | +137,872+5.8% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 3,346,494 | $5.85 億 | 2.0% | −47,472−1.4% | 減碼 | 歷史 |
| DASHDoorDash, Inc. | Stock | 9,116,759 | $5.85 億 | 2.0% | +15,006+0.2% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 1,481,296 | $5.71 億 | 2.0% | −670,328−31.2% | 減碼 | 歷史 |
| MTCHMatch Group, Inc. | COM | 7,294,223 | $5.08 億 | 1.8% | −110,083−1.5% | 減碼 | 歷史 |
| APTVAptiv PLC | SHS | 5,209,526 | $4.64 億 | 1.6% | +25,111+0.5% | 加碼 | 歷史 |
| ENTGEntegris Inc | COM | 4,754,208 | $4.38 億 | 1.5% | +306,062+6.9% | 加碼 | 歷史 |
| CHTRCharter Communications, Inc. | CL A | 864,990 | $4.05 億 | 1.4% | −126,432−12.8% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 18,566,568 | $3.80 億 | 1.3% | −529,841−2.8% | 減碼 | 歷史 |
| TWLOTwilio Inc | CL A | 4,477,343 | $3.75 億 | 1.3% | −710,880−13.7% | 減碼 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 4,092,548 | $3.65 億 | 1.3% | +1,457,105+55.3% | 加碼 | 歷史 |
| IRTCiRhythm Holdings, Inc. | COM | 3,051,447 | $3.30 億 | 1.1% | +26,689+0.9% | 加碼 | 歷史 |
| WMGWarner Music Group Corp. | COM CL A | 11,639,240 | $2.84 億 | 1.0% | −183,679−1.6% | 減碼 | 歷史 |
| SRPTSarepta Therapeutics, Inc. | COM | 3,711,101 | $2.78 億 | 1.0% | −1,071,850−22.4% | 減碼 | 歷史 |
| FNDFloor & Decor Holdings, Inc. | CL A | 4,150,357 | $2.61 億 | 0.9% | −71,524−1.7% | 減碼 | 歷史 |
| GLOBGlobant S.A. | COM | 1,497,727 | $2.61 億 | 0.9% | +156,312+11.7% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,571,241 | $2.53 億 | 0.9% | −417,387−21.0% | 減碼 | 歷史 |
| OKTAOkta, Inc. | CL A | 2,657,882 | $2.40 億 | 0.8% | +24,150+0.9% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,463,586 | $2.22 億 | 0.8% | +1,463,586 | 新進 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 2,141,968 | $2.04 億 | 0.7% | +2,141,968 | 新進 | 歷史 |
| GOOGAlphabet Inc. | Stock | 89,870 | $1.97 億 | 0.7% | −36,357−28.8% | 減碼 | 歷史 |
| TXG10x Genomics, Inc. | CL A COM | 3,526,878 | $1.60 億 | 0.6% | +325,484+10.2% | 加碼 | 歷史 |
| XPXP Inc. | CL A | 8,481,346 | $1.52 億 | 0.5% | −212,560−2.4% | 減碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 310,459 | $1.23 億 | 0.4% | −47,453−13.3% | 減碼 | 歷史 |
| NIONIO Inc. | ADR | 5,471,630 | $1.19 億 | 0.4% | −132,838−2.4% | 減碼 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 543,083 | $1.18 億 | 0.4% | −22,738−4.0% | 減碼 | 歷史 |
| HDBHDFC Bank Ltd | SPONSORED ADS | 2,127,668 | $1.17 億 | 0.4% | −49,712−2.3% | 減碼 | 歷史 |
| BZKanzhun Ltd | SPONSORED ADS | 4,370,685 | $1.15 億 | 0.4% | −108,605−2.4% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 442,327 | $1.14 億 | 0.4% | −18,203−4.0% | 減碼 | 歷史 |
| FWONKLiberty Media Corp | COM SER C FRMLA | 1,744,884 | $1.11 億 | 0.4% | +446,247+34.4% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 611,489 | $1.05 億 | 0.4% | −2,340,279−79.3% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 641,257 | $9,853 萬 | 0.3% | −18,251−2.8% | 減碼 | 歷史 |
| CHGGChegg, Inc | COM | 4,762,248 | $8,944 萬 | 0.3% | +460,363+10.7% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 173,627 | $8,918 萬 | 0.3% | −6,490−3.6% | 減碼 | 歷史 |
| NUNu Holdings Ltd. | ORD SHS CL A | 21,012,739 | $7,859 萬 | 0.3% | +5,838,805+38.5% | 加碼 | 歷史 |
| STESTERIS plc | SHS USD | 372,662 | $7,682 萬 | 0.3% | −14,968−3.9% | 減碼 | 歷史 |
| DLOdLocal Ltd | CLASS A COM | 2,819,185 | $7,400 萬 | 0.3% | +2,819,185 | 新進 | 歷史 |
| TDGTransDigm Group INC | COM | 134,131 | $7,198 萬 | 0.2% | −5,460−3.9% | 減碼 | 歷史 |
| PAGSPagSeguro Digital Ltd. | COM CL A | 6,237,990 | $6,388 萬 | 0.2% | −159,437−2.5% | 減碼 | 歷史 |
| FVRRFiverr International Ltd. | ORD SHS | 1,631,558 | $5,611 萬 | 0.2% | −25,531−1.5% | 減碼 | 歷史 |
| TECHBIO-TECHNE Corp | COM | 159,247 | $5,520 萬 | 0.2% | −6,661−4.0% | 減碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 538,143 | $5,061 萬 | 0.2% | −20,829−3.7% | 減碼 | 歷史 |
| SITESiteOne Landscape Supply, Inc. | COM | 288,977 | $3,435 萬 | 0.1% | +288,977 | 新進 | 歷史 |
| IOTSamsara Inc. | Stock | 1,741,088 | $1,945 萬 | 0.1% | +1,999+0.1% | 加碼 | 歷史 |
| PATHUiPath, Inc. | Stock | 872,600 | $1,587 萬 | 0.1% | +938+0.1% | 加碼 | 歷史 |
| WCNWaste Connections, Inc. | COM | 87,599 | $1,086 萬 | <0.1% | −30,571−25.9% | 減碼 | 歷史 |
| iShares MSCI India ETF46429B598 | ETF | 241,335 | $950.1 萬 | <0.1% | −985−0.4% | 減碼 | – |
| CDNSCadence Design Systems Inc | Stock | 46,361 | $695.6 萬 | <0.1% | +46,361 | 新進 | 歷史 |
| OPENOpendoor Technologies Inc. | COM | 209,341 | $98.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GTLBGitlab Inc. | CLASS A COM | 16,827 | $89.4 萬 | <0.1% | +16,827 | 新進 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,375 | $30.1 萬 | <0.1% | −18,025−92.9% | 減碼 | – |
2022 年第 1 季之後清倉（5 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| HCMHUTCHMED (China) Ltd | SPONSORED ADS | 4,189,421 | $7,926 萬 | 0.2% | 歷史 |
| BFAMBright Horizons Family Solutions Inc. | COM | 493,804 | $6,552 萬 | 0.2% | 歷史 |
| ADBEAdobe Inc. | Stock | 72,496 | $3,303 萬 | 0.1% | 歷史 |
| ANSSAnsys Inc | COM | 30,345 | $963.9 萬 | <0.1% | 歷史 |
| BILLBILL Holdings, Inc. | Stock | 1,255 | $28.5 萬 | <0.1% | 歷史 |