Sands Capital Alternatives, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 13, 2026, Sands Capital Alternatives, Llc disclosed 22 stock positions valued at approximately $613.55M as of quarter-end June 30, 2026. The largest holdings include ALAMAR BIOSCIENCES INC, NU HLDGS LTD, and KLAVIYO INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 22
- Portfolio Value
- $613.55M
Holdings by Sector
Sands Capital Alternatives, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ALAMAR BIOSCIENCES INC | ALMR | Other | 18.68% | 4,230,926 | +4,230,926 | +100.00% | $114,615,785 |
| NU HLDGS LTD | NU | Financial Services | 15.45% | 7,094,952 | +557,183 | +8.52% | $94,788,559 |
| KLAVIYO INC | KVYO | Technology | 9.67% | 3,928,146 | +278,468 | +7.63% | $59,315,005 |
| SPYGLASS PHARMA INC | SGP | Other | 9.07% | 2,500,012 | - | - | $55,650,267 |
| INHIBIKASE THERAPEUTICS INC | IKT | Healthcare | 4.31% | 13,018,965 | - | - | $26,428,499 |
| DOORDASH INC | DASH | Communication Services | 3.84% | 127,562 | +16,331 | +14.68% | $23,539,016 |
| COUPANG INC | CPNG | Consumer Cyclical | 3.76% | 1,329,314 | +317,223 | +31.34% | $23,090,184 |
| DATADOG INC | DDOG | Technology | 3.43% | 80,851 | -4,942 | -5.76% | $21,050,366 |
| 10X GENOMICS INC | TXG | Healthcare | 3.01% | 481,770 | - | - | $18,471,062 |
| SAMSARA INC | IOT | Technology | 2.73% | 515,658 | -44,629 | -7.97% | $16,722,789 |
| ODYSSEY THERAPEUTICS INC | ODTX | Other | 2.67% | 875,000 | +875,000 | +100.00% | $16,371,250 |
| TOAST INC | TOST | Technology | 1.65% | 364,879 | +63,232 | +20.96% | $10,150,934 |
| ACUMEN PHARMACEUTICALS INC | ABOS | Healthcare | 1.62% | 3,720,105 | - | - | $9,932,680 |
| SERVICETITAN INC | TTAN | Other | 1.25% | 108,545 | +18,689 | +20.80% | $7,675,217 |
| CEREBRAS SYSTEMS INC | CBRS | Other | 1.18% | 32,825 | +32,825 | +100.00% | $7,254,325 |
| SNOWFLAKE INC | SNOW | Technology | 1.02% | 24,498 | +4,245 | +20.96% | $6,234,741 |
| MONDAY COM LTD | MNDY | Other | 0.97% | 81,982 | +14,114 | +20.80% | $5,934,677 |
| TARSUS PHARMACEUTICALS INC | TARS | Healthcare | 0.87% | 85,000 | - | - | $5,349,900 |
| TAYSHA GENE THERAPIES INC | TSHA | Healthcare | 0.80% | 724,873 | - | - | $4,936,385 |
| CANDEL THERAPEUTICS INC | CADL | Healthcare | 0.68% | 405,837 | - | - | $4,180,121 |
| ACRIVON THERAPEUTICS INC | ACRV | Healthcare | 0.66% | 2,289,271 | +166,666 | +7.85% | $4,074,902 |
| FIGMA INC | FIG | Other | 0.07% | 22,165 | +3,879 | +21.21% | $400,965 |
Showing 22 of 22 holdings in the latest reporting period.