Sands Capital Management, LLC
- SEC CIK
- 0001020066
- 最新申報
- 2026/8/13
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/8/15 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 66
- 較 2023 年第 1 季 0
- 總值
- $322.1 億
- 較 2023 年第 1 季 +$18.5 億 (+6.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| VVisa Inc. | Stock | 8,231,252 | $19.5 億 | 6.1% | −775,664−8.6% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 14,622,704 | $19.1 億 | 5.9% | −586,209−3.9% | 減碼 | 歷史 |
| DXCMDexcom Inc | COM | 13,103,127 | $16.8 億 | 5.2% | −635,841−4.6% | 減碼 | 歷史 |
| LRCXLam Research Corp | COM | 2,105,046 | $13.5 億 | 4.2% | −123,992−5.6% | 減碼 | 歷史 |
| MELIMercadolibre Inc | COM | 1,109,415 | $13.1 億 | 4.1% | −40,725−3.5% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 3,808,703 | $13.0 億 | 4.0% | +2,160,221+131.0% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 3,057,672 | $12.9 億 | 4.0% | +1,185,420+63.3% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 2,204,473 | $12.4 億 | 3.8% | −168,373−7.1% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 2,803,822 | $12.4 億 | 3.8% | −363,933−11.5% | 減碼 | 歷史 |
| SHOPShopify Inc. | Stock | 16,353,904 | $10.6 億 | 3.3% | −7,294,302−30.8% | 減碼 | 歷史 |
| ENTGEntegris Inc | COM | 9,329,123 | $10.3 億 | 3.2% | +536,532+6.1% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 1,389,897 | $10.1 億 | 3.1% | −136,151−8.9% | 減碼 | 歷史 |
| XYZBlock, Inc. | CL A | 14,473,603 | $9.64 億 | 3.0% | −475,635−3.2% | 減碼 | 歷史 |
| SESea Ltd | SPONSORD ADS | 15,576,947 | $9.04 億 | 2.8% | −132,420−0.8% | 減碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 4,971,043 | $8.75 億 | 2.7% | −173,498−3.4% | 減碼 | 歷史 |
| TEAMAtlassian Corp | CL A | 5,121,260 | $8.59 億 | 2.7% | −186,002−3.5% | 減碼 | 歷史 |
| NETCloudflare, Inc. | CL A COM | 11,404,544 | $7.46 億 | 2.3% | −3,258,457−22.2% | 減碼 | 歷史 |
| CSGPCostar Group, Inc. | COM | 8,325,696 | $7.41 億 | 2.3% | −1,274,880−13.3% | 減碼 | 歷史 |
| ALGNAlign Technology Inc | COM | 2,060,518 | $7.29 億 | 2.3% | −235,883−10.3% | 減碼 | 歷史 |
| DASHDoorDash, Inc. | Stock | 8,650,798 | $6.61 億 | 2.1% | −304,957−3.4% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 5,816,094 | $5.87 億 | 1.8% | −10,743−0.2% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,956,686 | $5.62 億 | 1.7% | +1,956,686 | 新進 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 4,348,749 | $5.21 億 | 1.6% | −62,028−1.4% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 4,621,271 | $5.10 億 | 1.6% | −63,006−1.3% | 減碼 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 4,554,589 | $4.48 億 | 1.4% | +505,196+12.5% | 加碼 | 歷史 |
| APTVAptiv PLC | SHS | 4,335,799 | $4.43 億 | 1.4% | −60,662−1.4% | 減碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 4,663,213 | $4.40 億 | 1.4% | −1,544,611−24.9% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 10,186,630 | $4.40 億 | 1.4% | −625,042−5.8% | 減碼 | 歷史 |
| OKTAOkta, Inc. | CL A | 5,735,691 | $3.98 億 | 1.2% | −74,166−1.3% | 減碼 | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 1,993,126 | $3.89 億 | 1.2% | +1,004,556+101.6% | 加碼 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 2,842,641 | $3.64 億 | 1.1% | −110,348−3.7% | 減碼 | 歷史 |
| NUNu Holdings Ltd. | ORD SHS CL A | 41,953,429 | $3.31 億 | 1.0% | −107,627−0.3% | 減碼 | 歷史 |
| GLOBGlobant S.A. | COM | 1,522,069 | $2.74 億 | 0.8% | +114,126+8.1% | 加碼 | 歷史 |
| FNDFloor & Decor Holdings, Inc. | CL A | 2,555,728 | $2.66 億 | 0.8% | −773,205−23.2% | 減碼 | 歷史 |
| XPXP Inc. | CL A | 11,186,052 | $2.62 億 | 0.8% | −13,806−0.1% | 減碼 | 歷史 |
| IRTCiRhythm Holdings, Inc. | COM | 2,386,585 | $2.49 億 | 0.8% | −31,814−1.3% | 減碼 | 歷史 |
| MTCHMatch Group, Inc. | COM | 5,737,364 | $2.40 億 | 0.7% | −328,980−5.4% | 減碼 | 歷史 |
| CPNGCoupang, Inc. | CL A | 13,632,642 | $2.37 億 | 0.7% | +1,777,182+15.0% | 加碼 | 歷史 |
| TXG10x Genomics, Inc. | CL A COM | 4,120,269 | $2.30 億 | 0.7% | +382,501+10.2% | 加碼 | 歷史 |
| RGENRepligen Corp | COM | 1,594,179 | $2.26 億 | 0.7% | −20,672−1.3% | 減碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 416,363 | $2.00 億 | 0.6% | −10,432−2.4% | 減碼 | 歷史 |
| FWONKLiberty Media Corp | COM SER C FRMLA | 2,587,437 | $1.95 億 | 0.6% | −60,336−2.3% | 減碼 | 歷史 |
| HDBHDFC Bank Ltd | SPONSORED ADS | 2,652,077 | $1.85 億 | 0.6% | −55,104−2.0% | 減碼 | 歷史 |
| TDGTransDigm Group INC | COM | 152,980 | $1.37 億 | 0.4% | −3,206−2.1% | 減碼 | 歷史 |
| CHTRCharter Communications, Inc. | CL A | 337,316 | $1.24 億 | 0.4% | −466,178−58.0% | 減碼 | 歷史 |
| RAREUltragenyx Pharmaceutical Inc. | COM | 2,673,638 | $1.23 億 | 0.4% | +2,673,638 | 新進 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 540,585 | $1.22 億 | 0.4% | −11,326−2.1% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 673,819 | $1.21 億 | 0.4% | −42,939−6.0% | 減碼 | 歷史 |
| STESTERIS plc | SHS USD | 424,260 | $9,545 萬 | 0.3% | −8,733−2.0% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 768,940 | $9,302 萬 | 0.3% | −657,177−46.1% | 減碼 | 歷史 |
| BZKanzhun Ltd | SPONSORED ADS | 5,656,782 | $8,513 萬 | 0.3% | −31,336−0.6% | 減碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 471,321 | $8,117 萬 | 0.3% | −9,694−2.0% | 減碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 613,724 | $6,940 萬 | 0.2% | −12,612−2.0% | 減碼 | 歷史 |
| CHGGChegg, Inc | COM | 7,577,694 | $6,729 萬 | 0.2% | −160,400−2.1% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 114,593 | $5,508 萬 | 0.2% | −2,361−2.0% | 減碼 | 歷史 |
| SITESiteOne Landscape Supply, Inc. | COM | 328,828 | $5,503 萬 | 0.2% | −6,747−2.0% | 減碼 | 歷史 |
| IOTSamsara Inc. | Stock | 1,697,320 | $4,703 萬 | 0.1% | −21,315−1.2% | 減碼 | 歷史 |
| STVNStevanato Group S.p.A. | ORD SHS | 1,266,123 | $4,100 萬 | 0.1% | +1,266,123 | 新進 | 歷史 |
| RACEFerrari N.V. | COM | 50,790 | $1,652 萬 | 0.1% | −652−1.3% | 減碼 | 歷史 |
| iShares MSCI India ETF46429B598 | ETF | 217,545 | $950.7 萬 | <0.1% | 00.0% | 不變 | – |
| CDNSCadence Design Systems Inc | Stock | 23,225 | $544.7 萬 | <0.1% | −17,851−43.5% | 減碼 | 歷史 |
| WCNWaste Connections, Inc. | COM | 31,872 | $455.5 萬 | <0.1% | −29,452−48.0% | 減碼 | 歷史 |
| GTLBGitlab Inc. | CLASS A COM | 55,530 | $283.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| INTUIntuit Inc. | Stock | 4,035 | $184.9 萬 | <0.1% | −992,649−99.6% | 減碼 | 歷史 |
| PATHUiPath, Inc. | Stock | 44,642 | $74.0 萬 | <0.1% | −817,696−94.8% | 減碼 | 歷史 |
| TECHBIO-TECHNE Corp | COM | 7,566 | $61.8 萬 | <0.1% | −739,788−99.0% | 減碼 | 歷史 |
2023 年第 1 季之後清倉（3 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。