13FBOX
Sands Capital Alternatives, LLC · 13F Holdings
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Sands Capital Alternatives, LLC

No.3750 Data as of 2026Q2
Latest AUM (Q2 2026)
$613.5M
QoQ Change Q1 2026
+$192.3M+45.7%
Holdings
24
New Buys
3
Adds
10
Reduces
2
Exits
0
Unchanged
9
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
AALAMAR BIOSCIENCES INCALMR
18.68%$114.6M4.2M$00+4.2MNew Buy
NU HLDGS LTDNU
15.45%22.3%$94.8M7.1M$93.9M6.5M+557,183+8.52%Add
KKLAVIYO INCKVYO
9.67%16.86%$59.3M3.9M$71.0M3.6M+278,468+7.63%Add
BBETA BIONICS INCBBNX
9.47%8.82%$58.1M3.7M$37.2M3.7M00.00%Unchanged
SSPYGLASS PHARMA INCSGP
9.07%15.38%$55.7M2.5M$64.8M2.5M00.00%Unchanged
IINHIBIKASE THERAPEUTICS INC COM NEWIKT
4.31%5.19%$26.4M13.0M$21.9M13.0M00.00%Unchanged
DDOORDASH INCDASH
3.84%3.97%$23.5M127,562$16.7M111,231+16,331+14.68%Add
COUPANG INC CLASS ACPNG
3.76%4.54%$23.1M1.3M$19.1M1.0M+317,223+31.34%Add
DATADOG INCDDOG
3.43%2.4%$21.1M80,851$10.1M85,793-4,942-5.76%Reduce
BBIOAGE LABS INCBIOA
3.14%3.27%$19.3M786,353$13.8M786,35300.00%Unchanged
110X GENOMICS INCTXG
3.01%2.43%$18.5M481,770$10.2M481,77000.00%Unchanged
SSAMSARA INC CLASS AIOT
2.73%4.22%$16.7M515,658$17.8M560,287-44,629-7.97%Reduce
OODYSSEY THERAPEUTICS INCODTX
2.67%$16.4M875,000$00+875,000New Buy
TTOAST INC CL ATOST
1.65%1.9%$10.2M364,879$8.0M301,647+63,232+20.96%Add
AACUMEN PHARMACEUTICALS INCABOS
1.62%2.08%$9.9M3.7M$8.8M3.7M00.00%Unchanged
SSERVICETITAN INC SHS CL ATTAN
1.25%1.35%$7.7M108,545$5.7M89,856+18,689+20.80%Add
CCEREBRAS SYS INC CLASS ACBRS
1.18%$7.3M32,825$00+32,825New Buy
SNOWFLAKE INC COM SHSSNOW
1.02%0.73%$6.2M24,498$3.1M20,253+4,245+20.96%Add
MMONDAY COM LTDMNDY
0.97%1.11%$5.9M81,982$4.7M67,868+14,114+20.80%Add
TTARSUS PHARMACEUTICALS INCTARS
0.87%1.42%$5.3M85,000$6.0M85,00000.00%Unchanged
TAYSHA GENE THERAPIES INCTSHA
0.8%0.77%$4.9M724,873$3.2M724,87300.00%Unchanged
CCANDEL THERAPEUTICS INC COMCADL
0.68%0.47%$4.2M405,837$2.0M405,83700.00%Unchanged
AACRIVON THERAPEUTICS INCACRV
0.66%0.7%$4.1M2.3M$3.0M2.1M+166,666+7.85%Add
FFIGMA INCFIG
0.07%0.09%$400,96522,165$386,56618,286+3,879+21.21%Add

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