Sands Capital Alternatives, LLC
Net buyer this quarter
$614M
24
+$161M
80.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 ALMR | $115M | 18.68% | 6.10% | New | Q2 2026 |
 NU | $94.8M | 15.45% | Not reported | +8.5% | Q4 2021 |
 KVYO | $59.3M | 9.67% | Not reported | +7.6% | Q3 2023 |
 BBNX | $58.1M | 9.47% | 8.24% | Not reported | Q1 2025 |
 SGP | $55.7M | 9.07% | 7.47% | Not reported | Q1 2026 |
 IKT | $26.4M | 4.31% | 9.86% | Not reported | Q4 2024 |
 DASH | $23.5M | 3.84% | Not reported | +14.7% | Q3 2021 |
 CPNG | $23.1M | 3.76% | Not reported | +31.3% | Q4 2022 |
 DDOG | $21.1M | 3.43% | 0.10% | -5.8% | Q4 2022 |
 BIOA | $19.3M | 3.14% | 1.72% | Not reported | Q3 2024 |
 TXG | $18.5M | 3.01% | 0.38% | Not reported | Q2 2022 |
 IOT | $16.7M | 2.73% | Not reported | -8.0% | Q4 2021 |
 ODTX | $16.4M | 2.67% | 1.83% | New | Q2 2026 |
 TOST | $10.2M | 1.65% | 0.17% | +21.0% | Q4 2022 |
 ABOS | $9.93M | 1.62% | 5.14% | Not reported | Q3 2021 |
 TTAN | $7.68M | 1.25% | 0.31% | +20.8% | Q4 2025 |
 CBRS | $7.25M | 1.18% | Not reported | New | Q2 2026 |
 SNOW | $6.23M | 1.02% | 0.01% | +21.0% | Q3 2021 |
 MNDY | $5.93M | 0.97% | 0.16% | +20.8% | Q4 2024 |
 TARS | $5.35M | 0.87% | 0.20% | Not reported | Q3 2021 |
 TSHA | $4.94M | 0.80% | 0.22% | Not reported | Q3 2021 |
 CADL | $4.18M | 0.68% | 0.53% | Not reported | Q3 2021 |
 ACRV | $4.07M | 0.66% | 5.34% | +7.9% | Q4 2022 |
 FIG | $401K | 0.07% | Not reported | +21.2% | Q3 2025 |
| Q1 2026 | |||||
| NU | $93.9M | 22.30% | Not reported | -4.7% | Q4 2021 |
| KVYO | $71M | 16.86% | Not reported | Not reported | Q3 2023 |
| SGP | $64.8M | 15.38% | 7.48% | New | Q1 2026 |
| BBNX | $37.2M | 8.82% | 8.32% | +3.9% | Q1 2025 |
| IKT | $21.9M | 5.19% | 9.86% | Not reported | Q4 2024 |
| CPNG | $19.1M | 4.54% | Not reported | +16.3% | Q4 2022 |
| IOT | $17.8M | 4.22% | Not reported | +20.2% | Q4 2021 |
| DASH | $16.7M | 3.97% | Not reported | +16.3% | Q3 2021 |
| BIOA | $13.8M | 3.27% | 1.77% | Not reported | Q3 2024 |
| TXG | $10.2M | 2.43% | 0.38% | Not reported | Q2 2022 |
| DDOG | $10.1M | 2.40% | 0.11% | Not reported | Q4 2022 |
| ABOS | $8.78M | 2.08% | 5.15% | +8.9% | Q3 2021 |
| TOST | $8M | 1.90% | 0.14% | Not reported | Q4 2022 |
| TARS | $5.96M | 1.42% | 0.20% | Not reported | Q3 2021 |
| TTAN | $5.7M | 1.35% | 0.25% | Not reported | Q4 2025 |
| MNDY | $4.69M | 1.11% | 0.13% | Not reported | Q4 2024 |
| TSHA | $3.24M | 0.77% | 0.25% | Not reported | Q3 2021 |
| SNOW | $3.05M | 0.73% | 0.01% | Not reported | Q3 2021 |
| ACRV | $2.95M | 0.70% | 5.48% | Not reported | Q4 2022 |
| CADL | $1.99M | 0.47% | 0.55% | Not reported | Q3 2021 |
| FIG | $387K | 0.09% | Not reported | Not reported | Q3 2025 |
| Q4 2025 | |||||
| KVYO | $119M | 22.86% | Not reported | +3.8% | Q3 2023 |
| NU | $115M | 22.15% | Not reported | -4.4% | Q4 2021 |
| BBNX | $109M | 20.98% | 8.05% | Not reported | Q1 2025 |
| IKT | $26.7M | 5.15% | 9.89% | +18.9% | Q4 2024 |
| DASH | $21.7M | 4.18% | Not reported | +6.1% | Q3 2021 |
| CPNG | $20.5M | 3.96% | Not reported | +9.5% | Q4 2022 |
| IOT | $16.5M | 3.19% | Not reported | -22.2% | Q4 2021 |
| DDOG | $11.7M | 2.25% | 0.11% | -27.7% | Q4 2022 |
| TOST | $10.7M | 2.07% | 0.14% | +92.6% | Q4 2022 |
| BIOA | $10.4M | 2.01% | 2.10% | Not reported | Q3 2024 |
| MNDY | $10M | 1.93% | 0.13% | +16.3% | Q4 2024 |
| TTAN | $9.57M | 1.85% | 0.25% | New | Q4 2025 |
| TXG | $7.86M | 1.52% | 0.38% | Not reported | Q2 2022 |
| ABOS | $7.21M | 1.39% | 5.64% | Not reported | Q3 2021 |
| TARS | $6.96M | 1.34% | 0.20% | -50.0% | Q3 2021 |
| ACRV | $5.12M | 0.99% | 6.71% | Not reported | Q4 2022 |
| SNOW | $4.44M | 0.86% | 0.01% | -25.0% | Q3 2021 |
| TSHA | $3.99M | 0.77% | 0.25% | Not reported | Q3 2021 |
| CADL | $2.29M | 0.44% | 0.74% | Not reported | Q3 2021 |
| FIG | $683K | 0.13% | Not reported | Not reported | Q3 2025 |
| Q3 2025 | |||||
| NU | $115M | 25.17% | Not reported | Not reported | Q4 2021 |
| KVYO | $97.3M | 21.33% | Not reported | Not reported | Q3 2023 |
| BBNX | $70.9M | 15.54% | 8.12% | Not reported | Q1 2025 |
| CPNG | $25.6M | 5.61% | Not reported | Not reported | Q4 2022 |
| DASH | $24.5M | 5.37% | Not reported | Not reported | Q3 2021 |
| IOT | $22.3M | 4.89% | Not reported | Not reported | Q4 2021 |
| IKT | $17.7M | 3.89% | 14.64% | Not reported | Q4 2024 |
| DDOG | $16.9M | 3.70% | 0.15% | Not reported | Q4 2022 |
| MNDY | $11.3M | 2.48% | 0.11% | Not reported | Q4 2024 |
| TARS | $10.1M | 2.21% | 0.40% | Not reported | Q3 2021 |
 CRWD | $7.66M | 1.68% | 0.01% | Not reported | Q4 2022 |
| SNOW | $6.09M | 1.33% | 0.01% | Not reported | Q3 2021 |
| ABOS | $5.84M | 1.28% | 5.64% | Not reported | Q3 2021 |
| TOST | $5.72M | 1.25% | 0.07% | Not reported | Q4 2022 |
| TXG | $5.63M | 1.23% | 0.39% | Not reported | Q2 2022 |
| BIOA | $4.62M | 1.01% | 2.19% | Not reported | Q3 2024 |
| ACRV | $3.84M | 0.84% | 6.73% | Not reported | Q4 2022 |
| TSHA | $2.37M | 0.52% | 0.26% | Not reported | Q3 2021 |
| CADL | $2.07M | 0.45% | 0.74% | Not reported | Q3 2021 |
| FIG | $948K | 0.21% | Not reported | New | Q3 2025 |