Frank Sands
Sands Capital · Frank Sands 的全球成长與创新平臺
Sands Capital Management 是长期成长股和创新平臺的重要管理人，Frank Sands 团队长期覆盖软件、医疗、消费、金融科技和新兴市場成长機會。最值得看的是公開策略材料、全球成长暴露、收入增长質量、估值消化能力和美股持倉變化。
| 股票 | 股數 | 市值 | 权重 |
|---|---|---|---|
NVDA
|
18,085,742 | $3.2B | 12.4% |
TSM
|
5,862,685 | $2.0B | 7.8% |
GOOGL
|
5,124,494 | $1.5B | 5.8% |
AMZN
|
6,719,055 | $1.4B | 5.5% |
SHOP
|
8,935,666 | $1.1B | 4.2% |
NFLX
|
9,414,668 | $905.2M | 3.6% |
SPOT
|
1,794,226 | $870.0M | 3.4% |
ASML
|
639,833 | $845.1M | 3.3% |
V
|
2,770,431 | $837.3M | 3.3% |
MELI
|
475,455 | $822.1M | 3.2% |
NET
|
3,661,749 | $755.6M | 3.0% |
META
|
1,279,121 | $731.8M | 2.9% |
ICE
|
4,384,298 | $689.6M | 2.7% |
CVNA
|
2,117,248 | $665.6M | 2.6% |
AXON
|
1,564,504 | $664.4M | 2.6% |
ISRG
|
1,321,274 | $609.1M | 2.4% |
DASH
|
3,957,060 | $594.2M | 2.3% |
MSFT
|
1,530,124 | $566.4M | 2.2% |
IOT
|
15,657,744 | $496.2M | 1.9% |
NU
|
34,342,221 | $493.5M | 1.9% |
| 股票 | 動作 | 13F 時間 | 當前股數 | 上期股數 | 股數變化 | 13F市值變化 |
|---|---|---|---|---|---|---|
|
MSFT
|
大幅減持 | 2026-03-31 披露 2026-05-08 | 1,530,124 | 2,470,769 | -38.1% | -$628.5M |
APP
|
大幅減持 | 2026-03-31 披露 2026-05-08 | 971,561 | 1,463,351 | -33.6% | -$599.4M |
NOW
|
大幅減持 | 2026-03-31 披露 2026-05-08 | 31,521 | 3,842,914 | -99.2% | -$585.4M |
|
NVDA
|
小幅減持 | 2026-03-31 披露 2026-05-08 | 18,085,742 | 20,043,571 | -9.8% | -$584.0M |
|
SHOP
|
小幅減持 | 2026-03-31 披露 2026-05-08 | 8,935,666 | 9,506,036 | -6.0% | -$470.2M |
|
DASH
|
小幅減持 | 2026-03-31 披露 2026-05-08 | 3,957,060 | 4,496,607 | -12.0% | -$424.2M |
|
CVNA
|
小幅減持 | 2026-03-31 披露 2026-05-08 | 2,117,248 | 2,442,534 | -13.3% | -$365.2M |
|
AMZN
|
小幅減持 | 2026-03-31 披露 2026-05-08 | 6,719,055 | 7,440,012 | -9.7% | -$317.9M |
SE
|
小幅減持 | 2026-03-31 披露 2026-05-08 | 4,728,550 | 5,501,013 | -14.0% | -$310.2M |
IRTC
|
清倉 | 2026-03-31 披露 2026-05-08 | 0 | 1,699,645 | -100.0% | -$301.6M |
AVGO
|
大幅減持 | 2026-03-31 披露 2026-05-08 | 1,402,835 | 2,114,521 | -33.7% | -$297.6M |
|
NU
|
大幅減持 | 2026-03-31 披露 2026-05-08 | 34,342,221 | 44,423,895 | -22.7% | -$250.2M |
|
AXON
|
小幅減持 | 2026-03-31 披露 2026-05-08 | 1,564,504 | 1,609,436 | -2.8% | -$249.6M |
|
V
|
小幅減持 | 2026-03-31 披露 2026-05-08 | 2,770,431 | 3,090,129 | -10.3% | -$246.4M |
BE
|
新增 | 2026-03-31 披露 2026-05-08 | 1,779,038 | 0 | - | +$241.0M |
STX
|
新增 | 2026-03-31 披露 2026-05-08 | 531,892 | 0 | - | +$208.4M |
|
MELI
|
小幅減持 | 2026-03-31 披露 2026-05-08 | 475,455 | 509,645 | -6.7% | -$204.5M |
|
ICE
|
大幅減持 | 2026-03-31 披露 2026-05-08 | 4,384,298 | 5,502,896 | -20.3% | -$201.7M |
HDB
|
大幅減持 | 2026-03-31 披露 2026-05-08 | 907,652 | 6,117,362 | -85.2% | -$200.9M |
|
IOT
|
大幅減持 | 2026-03-31 披露 2026-05-08 | 15,657,744 | 19,123,318 | -18.1% | -$181.7M |
|
ISRG
|
小幅減持 | 2026-03-31 披露 2026-05-08 | 1,321,274 | 1,376,958 | -4.0% | -$170.8M |
LRCX
|
新增 | 2026-03-31 披露 2026-05-08 | 755,222 | 0 | - | +$161.4M |
CRS
|
大幅增持 | 2026-03-31 披露 2026-05-08 | 823,277 | 621,684 | 32.4% | +$128.8M |
|
ASML
|
小幅減持 | 2026-03-31 披露 2026-05-08 | 639,833 | 669,985 | -4.5% | +$128.3M |
ROP
|
清倉 | 2026-03-31 披露 2026-05-08 | 0 | 287,318 | -100.0% | -$127.9M |
RBLX
|
小幅減持 | 2026-03-31 披露 2026-05-08 | 2,726,701 | 3,183,399 | -14.3% | -$103.7M |
PWR
|
小幅增持 | 2026-03-31 披露 2026-05-08 | 626,348 | 576,896 | 8.6% | +$100.4M |
|
META
|
小幅增持 | 2026-03-31 披露 2026-05-08 | 1,279,121 | 1,254,871 | 1.9% | -$96.5M |
SAP
|
清倉 | 2026-03-31 披露 2026-05-08 | 0 | 394,117 | -100.0% | -$95.7M |
ONON
|
小幅減持 | 2026-03-31 披露 2026-05-08 | 6,325,547 | 6,635,050 | -4.7% | -$93.2M |
|
TSM
|
小幅減持 | 2026-03-31 披露 2026-05-08 | 5,862,685 | 6,826,175 | -14.1% | -$93.1M |
CDNS
|
清倉 | 2026-03-31 披露 2026-05-08 | 0 | 252,008 | -100.0% | -$78.8M |
FWONK
|
大幅減持 | 2026-03-31 披露 2026-05-08 | 1,559,760 | 2,082,513 | -25.1% | -$72.5M |
|
GOOGL
|
小幅增持 | 2026-03-31 披露 2026-05-08 | 5,124,494 | 4,939,049 | 3.8% | -$72.3M |
CPNG
|
小幅減持 | 2026-03-31 披露 2026-05-08 | 9,172,187 | 10,319,665 | -11.1% | -$70.3M |
BLDR
|
小幅減持 | 2026-03-31 披露 2026-05-08 | 2,621,085 | 2,757,969 | -5.0% | -$68.0M |
WCN
|
大幅減持 | 2026-03-31 披露 2026-05-08 | 634,903 | 965,880 | -34.3% | -$66.2M |
AJG
|
清倉 | 2026-03-31 披露 2026-05-08 | 0 | 244,255 | -100.0% | -$63.2M |
XYZ
|
小幅減持 | 2026-03-31 披露 2026-05-08 | 5,510,835 | 5,929,883 | -7.1% | -$54.3M |
ARGX
|
小幅減持 | 2026-03-31 披露 2026-05-08 | 340,285 | 356,870 | -4.6% | -$51.6M |
GLOB
|
清倉 | 2026-03-31 披露 2026-05-08 | 0 | 770,560 | -100.0% | -$50.4M |
DDOG
|
小幅減持 | 2026-03-31 披露 2026-05-08 | 1,406,366 | 1,513,800 | -7.1% | -$39.8M |
KSPI
|
大幅減持 | 2026-03-31 披露 2026-05-08 | 1,586,334 | 1,948,761 | -18.6% | -$34.8M |
|
NFLX
|
小幅減持 | 2026-03-31 披露 2026-05-08 | 9,414,668 | 10,023,088 | -6.1% | -$34.5M |
TTEK
|
小幅減持 | 2026-03-31 披露 2026-05-08 | 6,658,823 | 7,007,004 | -5.0% | -$34.5M |
MCK
|
大幅增持 | 2026-03-31 披露 2026-05-08 | 201,283 | 174,268 | 15.5% | +$31.2M |
BSX
|
小幅減持 | 2026-03-31 披露 2026-05-08 | 736,109 | 805,164 | -8.6% | -$30.6M |
LLY
|
新增 | 2026-03-31 披露 2026-05-08 | 32,887 | 0 | - | +$30.2M |
TDG
|
小幅減持 | 2026-03-31 披露 2026-05-08 | 94,341 | 103,179 | -8.6% | -$27.9M |
YMM
|
大幅減持 | 2026-03-31 披露 2026-05-08 | 4,970,779 | 6,123,768 | -18.8% | -$24.5M |
GRAB
|
大幅減持 | 2026-03-31 披露 2026-05-08 | 9,122,432 | 11,244,055 | -18.9% | -$22.7M |
|
NET
|
小幅減持 | 2026-03-31 披露 2026-05-08 | 3,661,749 | 3,731,287 | -1.9% | +$19.9M |
RACE
|
小幅減持 | 2026-03-31 披露 2026-05-08 | 287,709 | 309,983 | -7.2% | -$17.2M |
APH
|
小幅減持 | 2026-03-31 披露 2026-05-08 | 805,602 | 879,004 | -8.4% | -$17.0M |
|
SPOT
|
大幅增持 | 2026-03-31 披露 2026-05-08 | 1,794,226 | 1,469,848 | 22.1% | +$16.5M |
PANW
|
小幅減持 | 2026-03-31 披露 2026-05-08 | 161,078 | 162,963 | -1.2% | -$4.2M |
CSL
|
小幅減持 | 2026-03-31 披露 2026-05-08 | 919,614 | 967,640 | -5.0% | -$2.7M |
LIN
|
小幅減持 | 2026-03-31 披露 2026-05-08 | 54,593 | 59,214 | -7.8% | +$1.8M |
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