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Sands Capital Alternatives, LLC · 13F 持仓分析
期权收益计算器 机构排行

Sands Capital Alternatives, LLC

No.3750 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$6.14亿
环比变动 Q1 2026
+$1.92亿+45.7%
持仓股票数
24
新买入
3
加仓
10
减仓
2
清仓
0
持股不变
9
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
AALAMAR BIOSCIENCES INCALMR
18.68%$1.15亿423.1万股$00股+423.1万股新买入
NubankNU
15.45%22.3%$9,478.9万709.5万股$9,394.8万653.8万股+55.7万股+8.52%加仓
KKLAVIYOKVYO
9.67%16.86%$5,931.5万392.8万股$7,102.3万365.0万股+27.8万股+7.63%加仓
BBETA BIONICSBBNX
9.47%8.82%$5,810.5万370.8万股$3,715.5万370.8万股00.00%持仓不变
SSPYGLASS PHARMASGP
9.07%15.38%$5,565.0万250.0万股$6,477.5万250.0万股00.00%持仓不变
IINHIBIKASE THERAPEUTICS INC COM NEWIKT
4.31%5.19%$2,642.8万1,301.9万股$2,187.2万1,301.9万股00.00%持仓不变
DDOORDASHDASH
3.84%3.97%$2,353.9万12.8万股$1,670.1万11.1万股+1.6万股+14.68%加仓
COUPANG INC CLASS ACPNG
3.76%4.54%$2,309.0万132.9万股$1,910.8万101.2万股+31.7万股+31.34%加仓
DatadogDDOG
3.43%2.4%$2,105.0万8.1万股$1,012.8万8.6万股-4,942股-5.76%减仓
BBIOAGE LABSBIOA
3.14%3.27%$1,927.4万78.6万股$1,375.3万78.6万股00.00%持仓不变
110X GENOMICSTXG
3.01%2.43%$1,847.1万48.2万股$1,022.8万48.2万股00.00%持仓不变
SSAMSARA INC CLASS AIOT
2.73%4.22%$1,672.3万51.6万股$1,775.5万56.0万股-4.5万股-7.97%减仓
OODYSSEY THERAPEUTICS INCODTX
2.67%$1,637.1万87.5万股$00股+87.5万股新买入
TTOAST CL ATOST
1.65%1.9%$1,015.1万36.5万股$799.7万30.2万股+6.3万股+20.96%加仓
AACUMEN PHARMACEUTICALSABOS
1.62%2.08%$993.3万372.0万股$877.9万372.0万股00.00%持仓不变
SSERVICETITAN INC SHS CL ATTAN
1.25%1.35%$767.5万10.9万股$570.2万9.0万股+1.9万股+20.80%加仓
CCEREBRAS SYS INC CLASS ACBRS
1.18%$725.4万3.3万股$00股+3.3万股新买入
SNOWFLAKE COM SHSSNOW
1.02%0.73%$623.5万2.4万股$305.5万2.0万股+4,245股+20.96%加仓
MMONDAY COMMNDY
0.97%1.11%$593.5万8.2万股$469.0万6.8万股+1.4万股+20.80%加仓
TTARSUS PHARMACEUTICALSTARS
0.87%1.42%$535.0万8.5万股$596.3万8.5万股00.00%持仓不变
TAYSHA GENE THERAPIESTSHA
0.8%0.77%$493.6万72.5万股$324.0万72.5万股00.00%持仓不变
CCANDEL THERAPEUTICS INC COMCADL
0.68%0.47%$418.0万40.6万股$198.9万40.6万股00.00%持仓不变
AACRIVON THERAPEUTICSACRV
0.66%0.7%$407.5万228.9万股$295.0万212.3万股+16.7万股+7.85%加仓
FFIGMAFIG
0.07%0.09%$40.1万2.2万股$38.7万1.8万股+3,879股+21.21%加仓

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