Sands Capital Management, LLC
- SEC CIK
- 0001020066
- 最新申報
- 2026/8/13
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/8/13 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 66
- 較 2024 年第 1 季 −10
- 總值
- $340.3 億
- 較 2024 年第 1 季 −$17.2 億 (−4.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 25,116,421 | $31.0 億 | 9.1% | −1,867,589−6.9% | 減碼依 10 比 1 拆股換算 | 歷史 |
| AMZNAmazon Com Inc | Stock | 12,993,065 | $25.1 億 | 7.4% | +484,354+3.9% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 1,974,018 | $20.2 億 | 5.9% | −172,849−8.1% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 3,199,422 | $14.3 億 | 4.2% | −173,578−5.1% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 5,281,359 | $13.9 億 | 4.1% | −944,029−15.2% | 減碼 | 歷史 |
| MELIMercadolibre Inc | COM | 782,581 | $12.9 億 | 3.8% | −73,484−8.6% | 減碼 | 歷史 |
| LRCXLam Research Corp | COM | 1,149,710 | $12.2 億 | 3.6% | −264,902−18.7% | 減碼 | 歷史 |
| DXCMDexcom Inc | COM | 10,606,503 | $12.0 億 | 3.5% | −290,261−2.7% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 1,600,958 | $10.8 億 | 3.2% | −86,429−5.1% | 減碼 | 歷史 |
| NUNu Holdings Ltd. | ORD SHS CL A | 79,341,079 | $10.2 億 | 3.0% | −9,223,965−10.4% | 減碼 | 歷史 |
| ENTGEntegris Inc | COM | 7,551,714 | $10.2 億 | 3.0% | −507,185−6.3% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,990,662 | $10.0 億 | 2.9% | −182,975−8.4% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 1,262,175 | $9.93 億 | 2.9% | −165,974−11.6% | 減碼 | 歷史 |
| SHOPShopify Inc. | Stock | 14,736,374 | $9.73 億 | 2.9% | +1,497,354+11.3% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 4,779,253 | $8.31 億 | 2.4% | −438,641−8.4% | 減碼 | 歷史 |
| OKTAOkta, Inc. | CL A | 8,812,081 | $8.25 億 | 2.4% | −226,596−2.5% | 減碼 | 歷史 |
| TEAMAtlassian Corp | CL A | 4,262,719 | $7.54 億 | 2.2% | +51,745+1.2% | 加碼 | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 2,559,692 | $7.53 億 | 2.2% | +29,598+1.2% | 加碼 | 歷史 |
| XYZBlock, Inc. | CL A | 11,510,438 | $7.42 億 | 2.2% | −437,376−3.7% | 減碼 | 歷史 |
| DASHDoorDash, Inc. | Stock | 6,373,337 | $6.93 億 | 2.0% | −453,399−6.6% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 3,758,396 | $6.85 億 | 2.0% | −26,840−0.7% | 減碼 | 歷史 |
| SESea Ltd | SPONSORD ADS | 8,691,528 | $6.21 億 | 1.8% | −636,701−6.8% | 減碼 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 4,203,680 | $5.45 億 | 1.6% | −89,707−2.1% | 減碼 | 歷史 |
| NETCloudflare, Inc. | CL A COM | 6,469,002 | $5.36 億 | 1.6% | +2,8800.0% | 加碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 5,648,655 | $5.22 億 | 1.5% | −153,897−2.7% | 減碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 3,785,371 | $5.11 億 | 1.5% | −1,355,574−26.4% | 減碼 | 歷史 |
| FLUTFlutter Entertainment plc | SHS | 2,040,665 | $3.72 億 | 1.1% | −31,469−1.5% | 減碼 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 2,268,780 | $3.44 億 | 1.0% | −170,281−7.0% | 減碼 | 歷史 |
| ALGNAlign Technology Inc | COM | 1,311,368 | $3.17 億 | 0.9% | −44,942−3.3% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 4,121,603 | $3.11 億 | 0.9% | −32,596−0.8% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 1,307,375 | $2.75 億 | 0.8% | +1,306,354+127,948.5% | 加碼 | 歷史 |
| CPNGCoupang, Inc. | CL A | 12,689,542 | $2.66 億 | 0.8% | −466,716−3.5% | 減碼 | 歷史 |
| IOTSamsara Inc. | Stock | 7,612,221 | $2.57 億 | 0.8% | +6,038,941+383.8% | 加碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 406,490 | $2.29 億 | 0.7% | +30,002+8.0% | 加碼 | 歷史 |
| IRTCiRhythm Holdings, Inc. | COM | 2,126,003 | $2.29 億 | 0.7% | −17,023−0.8% | 減碼 | 歷史 |
| GLOBGlobant S.A. | COM | 1,264,737 | $2.25 億 | 0.7% | −79,598−5.9% | 減碼 | 歷史 |
| RAREUltragenyx Pharmaceutical Inc. | COM | 5,354,750 | $2.20 億 | 0.6% | +1,495,303+38.7% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 2,839,640 | $2.06 億 | 0.6% | −2,220,583−43.9% | 減碼 | 歷史 |
| KSPIJoint Stock Co Kaspi.kz | SPONSORED ADS | 1,520,341 | $1.96 億 | 0.6% | −127,796−7.8% | 減碼 | 歷史 |
| FNDFloor & Decor Holdings, Inc. | CL A | 1,951,145 | $1.94 億 | 0.6% | −144,239−6.9% | 減碼 | 歷史 |
| HDBHDFC Bank Ltd | SPONSORED ADS | 2,954,101 | $1.90 億 | 0.6% | +521,134+21.4% | 加碼 | 歷史 |
| FWONKLiberty Media Corp | COM LBTY ONE S C | 2,631,724 | $1.89 億 | 0.6% | +84,803+3.3% | 加碼 | 歷史 |
| RGENRepligen Corp | COM | 1,421,532 | $1.79 億 | 0.5% | −11,205−0.8% | 減碼 | 歷史 |
| XPXP Inc. | CL A | 8,955,234 | $1.58 億 | 0.5% | −750,177−7.7% | 減碼 | 歷史 |
| TDGTransDigm Group INC | COM | 120,882 | $1.54 億 | 0.5% | +3,872+3.3% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 685,219 | $1.26 億 | 0.4% | −5,269−0.8% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 243,363 | $1.24 億 | 0.4% | +86,391+55.0% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 548,354 | $1.07 億 | 0.3% | +18,128+3.4% | 加碼 | 歷史 |
| CHTRCharter Communications, Inc. | CL A | 337,305 | $1.01 億 | 0.3% | +11,283+3.5% | 加碼 | 歷史 |
| RACEFerrari N.V. | COM | 218,512 | $8,923 萬 | 0.3% | −2,389−1.1% | 減碼 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 417,892 | $8,836 萬 | 0.3% | +13,936+3.4% | 加碼 | 歷史 |
| BZKanzhun Ltd | SPONSORED ADS | 4,556,908 | $8,572 萬 | 0.3% | −374,130−7.6% | 減碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 612,078 | $8,379 萬 | 0.2% | +19,601+3.3% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 470,851 | $8,163 萬 | 0.2% | +15,554+3.4% | 加碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 261,404 | $8,045 萬 | 0.2% | +258,149+7,930.8% | 加碼 | 歷史 |
| WCNWaste Connections, Inc. | COM | 362,335 | $6,354 萬 | 0.2% | +361,962+97,040.8% | 加碼 | 歷史 |
| SITESiteOne Landscape Supply, Inc. | COM | 508,140 | $6,169 萬 | 0.2% | +191,376+60.4% | 加碼 | 歷史 |
| TXG10x Genomics, Inc. | CL A COM | 2,334,901 | $4,541 萬 | 0.1% | −1,048,240−31.0% | 減碼 | 歷史 |
| KVYOKlaviyo, Inc. | COM SER A | 1,429,762 | $3,559 萬 | 0.1% | −2,275−0.2% | 減碼 | 歷史 |
| STVNStevanato Group S.p.A. | ORD SHS | 1,795,866 | $3,294 萬 | 0.1% | −64,275−3.5% | 減碼 | 歷史 |
| GLBEGlobal-E Online Ltd. | SHS | 666,481 | $2,417 萬 | 0.1% | +227,523+51.8% | 加碼 | 歷史 |
| GTLBGitlab Inc. | CLASS A COM | 127,475 | $633.8 萬 | <0.1% | +12,716+11.1% | 加碼 | 歷史 |
| iShares MSCI India ETF46429B598 | ETF | 111,999 | $624.7 萬 | <0.1% | −67,505−37.6% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 6,500 | $236.9 萬 | <0.1% | +6,500 | 新進 | – |
| PATHUiPath, Inc. | Stock | 73,641 | $93.4 萬 | <0.1% | +28,999+65.0% | 加碼 | 歷史 |
| CSGPCostar Group, Inc. | COM | 5,398 | $40.0 萬 | <0.1% | −5,370,084−99.9% | 減碼 | 歷史 |
2024 年第 1 季之後清倉（11 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 1 季股數 | 2024 年第 1 季市值 | 2024 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| STESTERIS plc | SHS USD | 409,845 | $9,214 萬 | 0.3% | 歷史 |
| TECHBIO-TECHNE Corp | COM | 12,732 | $89.6 萬 | <0.1% | 歷史 |
| INTUIntuit Inc. | Stock | 195 | $12.7 萬 | <0.1% | 歷史 |
| BILLBILL Holdings, Inc. | Stock | 1,255 | $8.62 萬 | <0.1% | 歷史 |
| ADBEAdobe Inc. | Stock | 160 | $8.07 萬 | <0.1% | 歷史 |
| ICLRIcon PLC | COM | 199 | $6.69 萬 | <0.1% | 歷史 |
| LINLinde PLC | Stock | 97 | $4.50 萬 | <0.1% | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 499 | $4.40 萬 | <0.1% | 歷史 |
| MTCHMatch Group, Inc. | COM | 821 | $2.98 萬 | <0.1% | 歷史 |
| COURCoursera, Inc. | COM | 1,285 | $1.80 萬 | <0.1% | 歷史 |
| ILMNIllumina, Inc. | COM | 103 | $1.41 萬 | <0.1% | 歷史 |