Sands Capital Management, LLC
- SEC CIK
- 0001020066
- 最新申報
- 2026/8/13
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/13 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 66
- 較 2025 年第 1 季 −9
- 總值
- $348.3 億
- 較 2025 年第 1 季 +$54.4 億 (+18.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 21,557,208 | $34.1 億 | 9.8% | +1,631,025+8.2% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 9,230,023 | $20.2 億 | 5.8% | −1,864,520−16.8% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 8,552,278 | $19.4 億 | 5.6% | +524,960+6.5% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 1,131,679 | $15.2 億 | 4.4% | −335,795−22.9% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,954,745 | $14.7 億 | 4.2% | +306,497+11.6% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 1,408,333 | $14.5 億 | 4.2% | −49,645−3.4% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 4,030,104 | $14.3 億 | 4.1% | +217,062+5.7% | 加碼 | 歷史 |
| MELIMercadolibre Inc | COM | 513,532 | $13.4 億 | 3.9% | −98,467−16.1% | 減碼 | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 1,611,295 | $13.3 億 | 3.8% | −288,527−15.2% | 減碼 | 歷史 |
| DASHDoorDash, Inc. | Stock | 4,792,181 | $11.8 億 | 3.4% | −714,840−13.0% | 減碼 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 1,354,803 | $10.4 億 | 3.0% | −433,747−24.3% | 減碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 5,313,039 | $9.75 億 | 2.8% | +2,620,310+97.3% | 加碼 | 歷史 |
| NETCloudflare, Inc. | CL A COM | 4,928,874 | $9.65 億 | 2.8% | −1,498,572−23.3% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,306,041 | $9.64 億 | 2.8% | −201,721−13.4% | 減碼 | 歷史 |
| SESea Ltd | SPONSORD ADS | 5,678,005 | $9.08 億 | 2.6% | −1,139,989−16.7% | 減碼 | 歷史 |
| DXCMDexcom Inc | COM | 9,947,944 | $8.68 億 | 2.5% | −466,212−4.5% | 減碼 | 歷史 |
| SHOPShopify Inc. | Stock | 7,492,615 | $8.64 億 | 2.5% | −4,653,206−38.3% | 減碼 | 歷史 |
| IOTSamsara Inc. | Stock | 19,276,210 | $7.67 億 | 2.2% | +2,833,049+17.2% | 加碼 | 歷史 |
| NUNu Holdings Ltd. | ORD SHS CL A | 54,504,428 | $7.48 億 | 2.1% | +3,060,463+5.9% | 加碼 | 歷史 |
| XYZBlock, Inc. | CL A | 10,340,740 | $7.02 億 | 2.0% | +1,808,909+21.2% | 加碼 | 歷史 |
| FLUTFlutter Entertainment plc | SHS | 2,121,637 | $6.06 億 | 1.7% | −73,634−3.4% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 3,085,879 | $5.44 億 | 1.6% | −263,848−7.9% | 減碼 | 歷史 |
| TEAMAtlassian Corp | CL A | 2,588,723 | $5.26 億 | 1.5% | −1,329,865−33.9% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,843,327 | $5.08 億 | 1.5% | +422,457+29.7% | 加碼 | 歷史 |
| IRTCiRhythm Holdings, Inc. | COM | 2,915,527 | $4.49 億 | 1.3% | −100,680−3.3% | 減碼 | 歷史 |
| ASMLASML Holding NV | ADR | 530,562 | $4.25 億 | 1.2% | −26,866−4.8% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 757,570 | $4.12 億 | 1.2% | +213,494+39.2% | 加碼 | 歷史 |
| RBLXRoblox Corp | Stock | 3,586,543 | $3.77 億 | 1.1% | −419,787−10.5% | 減碼 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 2,772,015 | $3.72 億 | 1.1% | −143,461−4.9% | 減碼 | 歷史 |
| CPNGCoupang, Inc. | CL A | 11,999,721 | $3.60 億 | 1.0% | −80,763−0.7% | 減碼 | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 1,121,249 | $3.59 億 | 1.0% | +918,618+453.3% | 加碼 | 歷史 |
| CVNACarvana Co. | CL A | 901,227 | $3.04 億 | 0.9% | +840,096+1,374.3% | 加碼 | 歷史 |
| APPAppLovin Corp | COM CL A | 817,346 | $2.86 億 | 0.8% | −1,240,847−60.3% | 減碼 | 歷史 |
| ONONOn Holding AG | Stock | 4,614,347 | $2.40 億 | 0.7% | +4,614,347 | 新進 | 歷史 |
| HDBHDFC Bank Ltd | SPONSORED ADS | 2,883,335 | $2.21 億 | 0.6% | −27,855−1.0% | 減碼 | 歷史 |
| WCNWaste Connections, Inc. | COM | 1,120,082 | $2.09 億 | 0.6% | +11,678+1.1% | 加碼 | 歷史 |
| FWONKLiberty Media Corp | COM LBTY ONE S C | 1,911,033 | $2.00 億 | 0.6% | −8,196−0.4% | 減碼 | 歷史 |
| TTEKTetra Tech Inc | COM | 5,200,335 | $1.87 億 | 0.5% | +1,089,599+26.5% | 加碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 327,846 | $1.86 億 | 0.5% | +1,734+0.5% | 加碼 | 歷史 |
| CSLCarlisle Companies Inc | COM | 426,360 | $1.59 億 | 0.5% | +426,360 | 新進 | 歷史 |
| RGENRepligen Corp | COM | 1,251,088 | $1.56 億 | 0.4% | −43,108−3.3% | 減碼 | 歷史 |
| RAREUltragenyx Pharmaceutical Inc. | COM | 3,943,485 | $1.43 億 | 0.4% | −220,076−5.3% | 減碼 | 歷史 |
| KSPIJoint Stock Co Kaspi.kz | SPONSORED ADS | 1,682,013 | $1.43 億 | 0.4% | +370,556+28.3% | 加碼 | 歷史 |
| TDGTransDigm Group INC | COM | 86,900 | $1.32 億 | 0.4% | +1,014+1.2% | 加碼 | 歷史 |
| VGVenture Global, Inc. | COM CL A | 7,854,539 | $1.22 億 | 0.4% | −678,369−8.0% | 減碼 | 歷史 |
| RACEFerrari N.V. | COM | 243,717 | $1.20 億 | 0.3% | −2,352−1.0% | 減碼 | 歷史 |
| BLDRBuilders FirstSource, Inc. | Stock | 1,016,773 | $1.19 億 | 0.3% | −34,771−3.3% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 603,385 | $1.07 億 | 0.3% | −20,799−3.3% | 減碼 | 歷史 |
| MCKMcKesson Corp | Stock | 145,867 | $1.07 億 | 0.3% | +54,117+59.0% | 加碼 | 歷史 |
| CHTRCharter Communications, Inc. | CL A | 242,432 | $9,911 萬 | 0.3% | +2,828+1.2% | 加碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 308,191 | $9,497 萬 | 0.3% | +3,472+1.1% | 加碼 | 歷史 |
| GRABGrab Holdings Ltd | CLASS A ORD | 18,757,824 | $9,435 萬 | 0.3% | −719,253−3.7% | 減碼 | 歷史 |
| APHAmphenol Corp | CL A | 940,121 | $9,284 萬 | 0.3% | +10,969+1.2% | 加碼 | 歷史 |
| SAPSAP SE | ADR | 289,386 | $8,800 萬 | 0.3% | +66,354+29.8% | 加碼 | 歷史 |
| YMMFull Truck Alliance Co. Ltd. | SPONSORED ADS | 6,926,596 | $8,180 萬 | 0.2% | −3,323,696−32.4% | 減碼 | 歷史 |
| GLOBGlobant S.A. | COM | 869,376 | $7,897 萬 | 0.2% | −33,159−3.7% | 減碼 | 歷史 |
| LINLinde PLC | Stock | 86,662 | $4,066 萬 | 0.1% | −2,626−2.9% | 減碼 | 歷史 |
| KVYOKlaviyo, Inc. | COM SER A | 1,109,069 | $3,724 萬 | 0.1% | +136,320+14.0% | 加碼 | 歷史 |
| MNDYmonday.com Ltd. | SHS | 116,591 | $3,667 萬 | 0.1% | +1,550+1.3% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 154,863 | $3,169 萬 | 0.1% | +154,863 | 新進 | 歷史 |
| OKTAOkta, Inc. | CL A | 300,517 | $3,004 萬 | 0.1% | −58,204−16.2% | 減碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 45,021 | $2,293 萬 | 0.1% | +604+1.4% | 加碼 | 歷史 |
| ICLRIcon PLC | COM | 91,550 | $1,332 萬 | <0.1% | −2,774−2.9% | 減碼 | 歷史 |
| STVNStevanato Group S.p.A. | ORD SHS | 464,635 | $1,135 萬 | <0.1% | −20,841−4.3% | 減碼 | 歷史 |
| GTLBGitlab Inc. | CLASS A COM | 127,475 | $575.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SNOWSnowflake Inc. | Stock | 11,960 | $267.6 萬 | <0.1% | −584,483−98.0% | 減碼 | 歷史 |
2025 年第 1 季之後清倉（12 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| UBERUber Technologies, Inc | Stock | 3,913,222 | $2.85 億 | 1.0% | 歷史 |
| NKENIKE, Inc. | Stock | 3,754,580 | $2.38 億 | 0.8% | 歷史 |
| HTHTH World Group Ltd | SPONSORED ADS | 3,587,089 | $1.33 億 | 0.5% | 歷史 |
| ABNBAirbnb, Inc. | Stock | 950,809 | $1.14 億 | 0.4% | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 174,787 | $9,154 萬 | 0.3% | 歷史 |
| AAPLApple Inc. | Stock | 355,649 | $7,900 萬 | 0.3% | 歷史 |
| BZKanzhun Ltd | SPONSORED ADS | 3,934,331 | $7,542 萬 | 0.3% | 歷史 |
| GLBEGlobal-E Online Ltd. | SHS | 522,035 | $1,861 萬 | 0.1% | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 26,465 | $955.6 萬 | <0.1% | – |
| EWEdwards Lifesciences Corp | Stock | 19,244 | $139.5 萬 | <0.1% | 歷史 |
| ENTGEntegris Inc | COM | 11,172 | $97.7 萬 | <0.1% | 歷史 |
| PATHUiPath, Inc. | Stock | 44,642 | $46.0 萬 | <0.1% | 歷史 |