单一明星管理人的 13F-HR 档案页：最新季前十大持仓与季度调仓帧差，/institutions 分类目录的静态下钻页。法定强制披露、公共域、申报日 PIT、季度节奏；仅展示层，非研究 claim。
独立佐证 · 单一管理人 13F 档案
SANDS CAPITAL MANAGEMENT, LLC
Sands 资本成长SEC EDGAR 13F-HR · 2026-10-16SEC 13F-HR · EDGAR · filed-date PIT · 季度 · 公共域 · 申报日 2026-08-13
EDGAR 13F-HR 申报历史持仓数
71
申报总市值
$26.9B
最新申报季
2026-06-30
| # | 发行人 | 市值 | 股数 | 占比 |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | $2.8B | 14.1M | 10.45% |
| 2 | TAIWAN SEMICONDUCTOR MANUFAC | $1.9B | 3.9M | 6.96% |
| 3 | ALPHABET INC | $1.7B | 4.9M | 6.49% |
| 4 | AMAZON COM INC | $1.2B | 4.9M | 4.30% |
| 5 | ASML HLDG NV | $1.1B | 534K | 3.94% |
| 6 | BLOOM ENERGY CORP | $885.9M | 2.9M | 3.29% |
| 7 | AXON ENTERPRISE INC | $830.2M | 1.5M | 3.08% |
| 8 | SHOPIFY INC | $826.9M | 7.2M | 3.07% |
| 9 | VISA INC | $815.6M | 2.4M | 3.03% |
| 10 | SPOTIFY TECHNOLOGY S A | $808.6M | 1.8M | 3.00% |
| 11 | CLOUDFLARE INC | $794.6M | 3.2M | 2.95% |
| 12 | SEAGATE TECHNOLOGY HLDNGS PL | $695.5M | 721K | 2.58% |
| 13 | MERCADOLIBRE INC | $642.0M | 378K | 2.38% |
| 14 | MICRON TECHNOLOGY INC | $608.1M | 527K | 2.26% |
| 15 | CARVANA CO | $557.0M | 8.5M | 2.07% |
| 16 | META PLATFORMS INC | $546.3M | 970K | 2.03% |
| 17 | QUANTA SVCS INC | $540.4M | 750K | 2.01% |
| 18 | INTERCONTINENTAL EXCHANGE IN | $499.3M | 4.1M | 1.85% |
| 19 | INTUITIVE SURGICAL INC | $498.1M | 1.3M | 1.85% |
| 20 | LAM RESEARCH CORP | $491.4M | 1.1M | 1.82% |
| 21 | MICROSOFT CORP | $488.4M | 1.3M | 1.81% |
| 22 | CARPENTER TECHNOLOGY CORP | $484.9M | 786K | 1.80% |
| 23 | DOORDASH INC | $429.2M | 2.3M | 1.59% |
| 24 | APPLOVIN CORP | $428.5M | 832K | 1.59% |
| 25 | BLOCK INC | $428.1M | 5.6M | 1.59% |
| 26 | BROADCOM INC | $425.7M | 1.1M | 1.58% |
| 27 | ADVANCED MICRO DEVICES INC | $390.7M | 673K | 1.45% |
| 28 | SPACE EXPLORATION TECHN CORP | $389.0M | 2.3M | 1.44% |
| 29 | NETFLIX INC. | $381.0M | 5.3M | 1.42% |
| 30 | SAMSARA INC | $368.0M | 11.3M | 1.37% |
| 31 | SANDISK CORP | $348.1M | 153K | 1.29% |
| 32 | CARLISLE COS INC | $290.2M | 800K | 1.08% |
| 33 | SEA LTD | $287.3M | 3.0M | 1.07% |
| 34 | ARGENX SE | $277.0M | 299K | 1.03% |
| 35 | ON HLDG AG | $265.1M | 7.5M | 0.98% |
| 36 | DATADOG INC | $260.3M | 1000K | 0.97% |
| 37 | SPHERE ENTERTAINMENT CO | $235.0M | 1.4M | 0.87% |
| 38 | ARM HOLDINGS PLC | $227.9M | 643K | 0.85% |
| 39 | BUILDERS FIRSTSOURCE INC | $204.3M | 2.3M | 0.76% |
| 40 | NU HLDGS LTD | $166.7M | 12.5M | 0.62% |
| 41 | LIBERTY MEDIA CORP DEL | $143.6M | 1.5M | 0.53% |
| 42 | MCKESSON CORP | $138.7M | 184K | 0.51% |
| 43 | AMPHENOL CORP | $134.7M | 764K | 0.50% |
| 44 | KASPI KZ JSC | $132.6M | 1.5M | 0.49% |
| 45 | COUPANG INC | $131.3M | 7.6M | 0.49% |
| 46 | TRANSDIGM GROUP INC | $119.4M | 90K | 0.44% |
| 47 | ULTRAGENYX PHARMACEUTICAL IN | $105.5M | 3.2M | 0.39% |
| 48 | FERRARI N V | $104.3M | 280K | 0.39% |
| 49 | WASTE CONNECTIONS INC | $101.6M | 610K | 0.38% |
| 50 | WOODWARD INC | $65.4M | 154K | 0.24% |
前 6 大集中度 · 36%
占比按本页可见持仓（前 ≤50 大）市值合计计算。
SEC Form 13F-HR quarterly institutional holdings — the legally mandated public report (public domain, 17 U.S.C. §105) every institutional manager with >=US$100M discretion must file within 45 days of quarter-end. Panel shows a bounded curated subset of star managers (CIKs verified against EDGAR submissions JSON; registry re-verified on each admission, latest 2026-08-28; candidates not verifiable as actively filing — e.g. Scion, Greenlight, Omega Advisors, Pabrai — were honestly dropped), latest quarter top-10 holdings plus quarter-over-quarter frame diff (new/increased/reduced/exited on share counts, with a whole-USD value delta = current − prior quarter as-filed value; full position value on new/exited, and on increased/reduced the value sign may oppose the share move — price drift). Values are as filed in the EDGAR 2014+ information-table XML (whole USD — the 'expressed in thousands' note is the legacy HTML rendering); same-(CUSIP, class, option) tranches merged into one position; shares as filed (SH lines; option lines flagged PUT/CALL). Filing-date point-in-time; amendments supersede (latest filing per report quarter wins). Issuer→ticker links are exact normalized-name matches (case/punctuation/apostrophes/legal suffixes) against the terminal's US stock universe and the SEC company_tickers snapshot (current, not as-of-filing; ambiguous multi-entity names dropped) — EDGAR infotables carry CUSIPs, not tickers, and as-filed abbreviations stay unmatched plain text. The value/growth/activist/macro/quant/china_background/other category tags are HUMAN-CURATED editorial metadata written in the fetch registry — they do NOT exist in any SEC data source. Display-only, not a research claim; NOT part of any OOS pipeline.
分类标签为人工策展的编辑部元数据（写死在抓取清单里），非 SEC 数据源字段。