Sands Capital Management, LLC
- SEC CIK
- 0001020066
- 最新申報
- 2026/8/13
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/13 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 71
- 較 2026 年第 1 季 +4
- 總值
- $269.3 億
- 較 2026 年第 1 季 +$14.4 億 (+5.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 14,059,454 | $28.1 億 | 10.4% | −4,026,288−22.3% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 3,925,440 | $18.7 億 | 7.0% | −1,937,245−33.0% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 4,893,397 | $17.5 億 | 6.5% | −231,097−4.5% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 4,861,223 | $11.6 億 | 4.3% | −1,857,832−27.7% | 減碼 | 歷史 |
| ASMLASML Holding NV | ADR | 533,693 | $10.6 億 | 3.9% | −106,140−16.6% | 減碼 | 歷史 |
| BEBloom Energy Corp | COM CL A | 2,926,558 | $8.86 億 | 3.3% | +1,147,520+64.5% | 加碼 | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 1,480,817 | $8.30 億 | 3.1% | −83,687−5.3% | 減碼 | 歷史 |
| SHOPShopify Inc. | Stock | 7,242,079 | $8.27 億 | 3.1% | −1,693,587−19.0% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 2,377,099 | $8.16 億 | 3.0% | −393,332−14.2% | 減碼 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 1,761,206 | $8.09 億 | 3.0% | −33,020−1.8% | 減碼 | 歷史 |
| NETCloudflare, Inc. | CL A COM | 3,239,504 | $7.95 億 | 3.0% | −422,245−11.5% | 減碼 | 歷史 |
| STXSeagate Technology Holdings plc | ORD SHS | 720,741 | $6.96 億 | 2.6% | +188,849+35.5% | 加碼 | 歷史 |
| MELIMercadolibre Inc | COM | 378,208 | $6.42 億 | 2.4% | −97,247−20.5% | 減碼 | 歷史 |
| MUMicron Technology Inc | Stock | 526,810 | $6.08 億 | 2.3% | +526,810 | 新進 | 歷史 |
| CVNACarvana Co. | CL A | 8,462,945 | $5.57 億 | 2.1% | −2,123,295−20.1% | 減碼依 5 比 1 拆股換算 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 969,879 | $5.46 億 | 2.0% | −309,242−24.2% | 減碼 | 歷史 |
| PWRQuanta Services, Inc. | COM | 750,479 | $5.40 億 | 2.0% | +124,131+19.8% | 加碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 4,055,771 | $4.99 億 | 1.9% | −328,527−7.5% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 1,252,424 | $4.98 億 | 1.8% | −68,850−5.2% | 減碼 | 歷史 |
| LRCXLam Research Corp | Stock | 1,133,965 | $4.91 億 | 1.8% | +378,743+50.1% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,309,230 | $4.88 億 | 1.8% | −220,894−14.4% | 減碼 | 歷史 |
| CRSCarpenter Technology Corp | COM | 786,150 | $4.85 億 | 1.8% | −37,127−4.5% | 減碼 | 歷史 |
| DASHDoorDash, Inc. | Stock | 2,325,795 | $4.29 億 | 1.6% | −1,631,265−41.2% | 減碼 | 歷史 |
| APPAppLovin Corp | COM CL A | 831,697 | $4.29 億 | 1.6% | −139,864−14.4% | 減碼 | 歷史 |
| XYZBlock, Inc. | CL A | 5,632,505 | $4.28 億 | 1.6% | +121,670+2.2% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,126,912 | $4.26 億 | 1.6% | −275,923−19.7% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 672,555 | $3.91 億 | 1.5% | +672,555 | 新進 | 歷史 |
| SPCXSpace Exploration Technologies Corp | CLASS A COM STK | 2,276,744 | $3.89 億 | 1.4% | +2,276,744 | 新進 | 歷史 |
| NFLXNetflix Inc | Stock | 5,336,614 | $3.81 億 | 1.4% | −4,078,054−43.3% | 減碼 | 歷史 |
| IOTSamsara Inc. | Stock | 11,348,732 | $3.68 億 | 1.4% | −4,309,012−27.5% | 減碼 | 歷史 |
| SNDKSandisk Corp | COM | 153,093 | $3.48 億 | 1.3% | +153,093 | 新進 | 歷史 |
| CSLCarlisle Companies Inc | COM | 799,872 | $2.90 億 | 1.1% | −119,742−13.0% | 減碼 | 歷史 |
| SESea Ltd | SPONSORD ADS | 2,998,337 | $2.87 億 | 1.1% | −1,730,213−36.6% | 減碼 | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 298,599 | $2.77 億 | 1.0% | −41,686−12.3% | 減碼 | 歷史 |
| ONONOn Holding AG | Stock | 7,485,043 | $2.65 億 | 1.0% | +1,159,496+18.3% | 加碼 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 999,799 | $2.60 億 | 1.0% | −406,567−28.9% | 減碼 | 歷史 |
| SPHRSphere Entertainment Co. | CL A | 1,358,321 | $2.35 億 | 0.9% | +1,358,321 | 新進 | 歷史 |
| ARMArm Holdings PLC | ADR | 642,829 | $2.28 億 | 0.8% | +642,829 | 新進 | 歷史 |
| BLDRBuilders FirstSource, Inc. | Stock | 2,283,236 | $2.04 億 | 0.8% | −337,849−12.9% | 減碼 | 歷史 |
| NUNu Holdings Ltd. | ORD SHS CL A | 12,475,806 | $1.67 億 | 0.6% | −21,866,415−63.7% | 減碼 | 歷史 |
| FWONKLiberty Media Corp | COM LBTY ONE S C | 1,509,193 | $1.44 億 | 0.5% | −50,567−3.2% | 減碼 | 歷史 |
| MCKMcKesson Corp | Stock | 183,535 | $1.39 億 | 0.5% | −17,748−8.8% | 減碼 | 歷史 |
| APHAmphenol Corp | CL A | 763,951 | $1.35 億 | 0.5% | −41,651−5.2% | 減碼 | 歷史 |
| KSPIJoint Stock Co Kaspi.kz | SPONSORED ADS | 1,531,017 | $1.33 億 | 0.5% | −55,317−3.5% | 減碼 | 歷史 |
| CPNGCoupang, Inc. | CL A | 7,559,132 | $1.31 億 | 0.5% | −1,613,055−17.6% | 減碼 | 歷史 |
| TDGTransDigm Group INC | COM | 89,669 | $1.19 億 | 0.4% | −4,672−5.0% | 減碼 | 歷史 |
| RAREUltragenyx Pharmaceutical Inc. | COM | 3,158,368 | $1.05 億 | 0.4% | −56,165−1.7% | 減碼 | 歷史 |
| RACEFerrari N.V. | COM | 280,101 | $1.04 億 | 0.4% | −7,608−2.6% | 減碼 | 歷史 |
| WCNWaste Connections, Inc. | COM | 609,721 | $1.02 億 | 0.4% | −25,182−4.0% | 減碼 | 歷史 |
| WWDWoodward, Inc. | COM | 153,660 | $6,537 萬 | 0.2% | +153,660 | 新進 | 歷史 |
| GRABGrab Holdings Ltd | CLASS A ORD | 16,385,578 | $6,177 萬 | 0.2% | +7,263,146+79.6% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 45,332 | $5,437 萬 | 0.2% | +12,445+37.8% | 加碼 | 歷史 |
| YMMFull Truck Alliance Co. Ltd. | SPONSORED ADS | 4,294,886 | $3,487 萬 | 0.1% | −675,893−13.6% | 減碼 | 歷史 |
| LINLinde PLC | Stock | 54,778 | $2,843 萬 | 0.1% | +185+0.3% | 加碼 | 歷史 |
| HDBHDFC Bank Ltd | SPONSORED ADS | 865,858 | $2,237 萬 | 0.1% | −41,794−4.6% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 45,598 | $1,319 萬 | <0.1% | +42,379+1,316.5% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 31,312 | $1,068 萬 | <0.1% | −129,766−80.6% | 減碼 | 歷史 |
| STVNStevanato Group S.p.A. | ORD SHS | 524,481 | $947.7 萬 | <0.1% | +27,171+5.5% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 10,020 | $764.7 萬 | <0.1% | +10,020 | 新進 | 歷史 |
| INTCIntel Corp | Stock | 39,132 | $546.4 萬 | <0.1% | +39,132 | 新進 | 歷史 |
| HOODRobinhood Markets, Inc. | Stock | 53,032 | $531.8 萬 | <0.1% | +49,286+1,315.7% | 加碼 | 歷史 |
| TTMITTM Technologies Inc | COM | 23,625 | $441.8 萬 | <0.1% | +23,625 | 新進 | 歷史 |
| GTLBGitlab Inc. | CLASS A COM | 127,475 | $389.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AVAVAeroVironment Inc | COM | 18,993 | $313.5 萬 | <0.1% | +17,651+1,315.3% | 加碼 | 歷史 |
| KVYOKlaviyo, Inc. | COM SER A | 198,806 | $300.2 萬 | <0.1% | −396,354−66.6% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 22,200 | $275.7 萬 | <0.1% | +22,200 | 新進 | – |
| LITELumentum Holdings Inc. | COM | 2,961 | $254.1 萬 | <0.1% | +2,649+849.0% | 加碼 | 歷史 |
| CBRSCerebras Systems Inc. | COM CL A | 11,419 | $252.4 萬 | <0.1% | +11,419 | 新進 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 17,944 | $209.4 萬 | <0.1% | −4,975−21.7% | 減碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 6,950 | $66.7 萬 | <0.1% | −843−10.8% | 減碼 | 歷史 |
| TBBBBBB Foods Inc | CL A COM | 6,281 | $26.2 萬 | <0.1% | +6,281 | 新進 | 歷史 |
2026 年第 1 季之後清倉（9 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| FLUTFlutter Entertainment plc | SHS | 1,988,830 | $2.03 億 | 0.8% | 歷史 |
| TTEKTetra Tech Inc | COM | 6,658,823 | $2.01 億 | 0.8% | 歷史 |
| RBLXRoblox Corp | Stock | 2,726,701 | $1.54 億 | 0.6% | 歷史 |
| BSXBoston Scientific Corp | Stock | 736,109 | $4,619 萬 | 0.2% | 歷史 |
| FIGFigma, Inc. | Stock | 187,577 | $396.5 萬 | <0.1% | 歷史 |
| NOWServiceNow, Inc. | Stock | 31,521 | $329.6 萬 | <0.1% | 歷史 |
| TEAMAtlassian Corp | CL A | 14,281 | $97.5 萬 | <0.1% | 歷史 |
| SNOWSnowflake Inc. | Stock | 4,178 | $63.0 萬 | <0.1% | 歷史 |
| ANETArista Networks, Inc. | Stock | 2,698 | $33.1 萬 | <0.1% | 歷史 |