Sands Capital Alternatives, LLC 13F holdings
Sands Capital Alternatives, LLC reported 24 positions with a total reported value of $613.5M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-13. Top holdings by reported value: ALMR ALAMAR BIOSCIENCES INC (18.7%), NU NU HLDGS LTD (15.4%), KVYO KLAVIYO INC (9.7%), BBNX BETA BIONICS INC (9.5%), SGP SPYGLASS PHARMA INC (9.1%). Against 2026-03-31 it opened 3 new positions and exited 0. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
24 largest of 24 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| ALMR ALAMAR BIOSCIENCES INC | 4,230,926 | $114.6M | 18.7% |
| NU NU HLDGS LTD | 7,094,952 | $94.8M | 15.4% |
| KVYO KLAVIYO INC | 3,928,146 | $59.3M | 9.7% |
| BBNX BETA BIONICS INC | 3,708,043 | $58.1M | 9.5% |
| SGP SPYGLASS PHARMA INC | 2,500,012 | $55.7M | 9.1% |
| IKT INHIBIKASE THERAPEUTICS INC | 13,018,965 | $26.4M | 4.3% |
| DASH DOORDASH INC | 127,562 | $23.5M | 3.8% |
| CPNG COUPANG INC | 1,329,314 | $23.1M | 3.8% |
| DDOG DATADOG INC | 80,851 | $21.1M | 3.4% |
| BIOA BIOAGE LABS INC | 786,353 | $19.3M | 3.1% |
| TXG 10X GENOMICS INC | 481,770 | $18.5M | 3.0% |
| IOT SAMSARA INC | 515,658 | $16.7M | 2.7% |
| ODTX ODYSSEY THERAPEUTICS INC | 875,000 | $16.4M | 2.7% |
| TOST TOAST INC | 364,879 | $10.2M | 1.7% |
| ABOS ACUMEN PHARMACEUTICALS INC | 3,720,105 | $9.9M | 1.6% |
| TTAN SERVICETITAN INC | 108,545 | $7.7M | 1.3% |
| CBRS CEREBRAS SYSTEMS INC | 32,825 | $7.3M | 1.2% |
| SNOW SNOWFLAKE INC | 24,498 | $6.2M | 1.0% |
| MNDY MONDAY COM LTD | 81,982 | $5.9M | 1.0% |
| TARS TARSUS PHARMACEUTICALS INC | 85,000 | $5.3M | 0.9% |
| TSHA TAYSHA GENE THERAPIES INC | 724,873 | $4.9M | 0.8% |
| CADL CANDEL THERAPEUTICS INC | 405,837 | $4.2M | 0.7% |
| ACRV ACRIVON THERAPEUTICS INC | 2,289,271 | $4.1M | 0.7% |
| FIG FIGMA INC | 22,165 | $401.0K | <0.1% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 3 in all · reported value as of 2026-06-30
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 0 in all · reported value as of 2026-03-31
No positions were sold out.
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| NU NU HLDGS LTD | 6,537,769 | 7,094,952 | +8.5% | $94.8M |
| CPNG COUPANG INC | 1,012,091 | 1,329,314 | +31.3% | $23.1M |
| KVYO KLAVIYO INC | 3,649,678 | 3,928,146 | +7.6% | $59.3M |
| DASH DOORDASH INC | 111,231 | 127,562 | +14.7% | $23.5M |
| TOST TOAST INC | 301,647 | 364,879 | +21.0% | $10.2M |
| TTAN SERVICETITAN INC | 89,856 | 108,545 | +20.8% | $7.7M |
| SNOW SNOWFLAKE INC | 20,253 | 24,498 | +21.0% | $6.2M |
| MNDY MONDAY COM LTD | 67,868 | 81,982 | +20.8% | $5.9M |
| ACRV ACRIVON THERAPEUTICS INC | 2,122,605 | 2,289,271 | +7.9% | $4.1M |
| FIG FIGMA INC | 18,286 | 22,165 | +21.2% | $401.0K |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| IOT SAMSARA INC | 560,287 | 515,658 | -8.0% | $16.7M |
| DDOG DATADOG INC | 85,793 | 80,851 | -5.8% | $21.1M |
CIK 1846444 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
