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Sands Capital Alternatives, LLC
hedge fundUpdated 28 days agoManaged by Sands Capital Ventures, Llc • Latest filing Q2 2026
Portfolio value
$613.5M
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
9.4%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 14 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2023 | $404.6M |
| Q2 2023 | $338.1M |
| Q3 2023 | $338M |
| Q4 2023 | $359.5M |
| Q1 2024 | $414.7M |
| Q2 2024 | $298.6M |
| Q3 2024 | $355.8M |
| Q4 2024 | $459.7M |
| Q1 2025 | $408.9M |
| Q2 2025 | $507.8M |
| Q3 2025 | $456.4M |
| Q4 2025 | $518.5M |
| Q1 2026 | $421.2M |
| Q2 2026 | $613.5M |
Top holdings
24 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A ALAMAR BIOSCIENCES INC | $114.6M | 4.23M | 18.68% | — |
| 2 | N NU NU HLDGS LTD | $94.8M | 7.09M | 15.45% | — |
| 3 | K KSS KLAVIYO INC | $59.3M | 3.93M | 9.67% | — |
| 4 | B BHPLF BETA BIONICS INC | $58.1M | 3.71M | 9.47% | — |
| 5 | S SGP SPYGLASS PHARMA INC | $55.7M | 2.50M | 9.07% | — |
| 6 | I IKT INHIBIKASE THERAPEUTICS INC | $26.4M | 13.02M | 4.31% | — |
| 7 | D DASH DOORDASH INC | $23.5M | 127.6K | 3.84% | — |
| 8 | C CPNG COUPANG INC | $23.1M | 1.33M | 3.76% | — |
| 9 | D DDOG DATADOG INC | $21.1M | 80.9K | 3.43% | — |
| 10 | ? N/A BIOAGE LABS INC | $19.3M | 786.4K | 3.14% | — |
| 11 | T TXG 10X GENOMICS INC | $18.5M | 481.8K | 3.01% | — |
| 12 | I IOT SAMSARA INC | $16.7M | 515.7K | 2.73% | — |
| 13 | O ODTX ODYSSEY THERAPEUTICS INC | $16.4M | 875.0K | 2.67% | — |
| 14 | T TOST TOAST INC | $10.2M | 364.9K | 1.65% | — |
| 15 | ? N/A ACUMEN PHARMACEUTICALS INC | $9.9M | 3.72M | 1.62% | — |
| 16 | T TTAN SERVICETITAN INC | $7.7M | 108.5K | 1.25% | — |
| 17 | C CBRS CEREBRAS SYSTEMS INC | $7.3M | 32.8K | 1.18% | — |
| 18 | S SNOW SNOWFLAKE INC | $6.2M | 24.5K | 1.02% | — |
| 19 | M MNDY MONDAY COM LTD | $5.9M | 82.0K | 0.97% | — |
| 20 | T TARS TARSUS PHARMACEUTICALS INC | $5.3M | 85.0K | 0.87% | — |