Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Sands Capital Alternatives, LLC (CIK 1846444) reported $421.2M across 20 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NU ($93.9M, 22.30%), KVYO ($71.0M, 16.86%), ($64.8M, 15.38%), BBNX ($37.2M, 8.82%), IKT ($21.9M, 5.19%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NU | NU HLDGS LTD | $93.9M | 22.30% | 6.5M | Trimmed |
| 2 | KVYO | KLAVIYO INC | $71.0M | 16.86% | 3.6M | Hold |
| 3 | SPYGLASS PHARMA INC | $64.8M | 15.38% | 2.5M | New | |
| 4 | BBNX | BETA BIONICS INC | $37.2M | 8.82% | 3.7M | Added |
| 5 | IKT | INHIBIKASE THERAPEUTICS INC | $21.9M | 5.19% | 13.0M | Hold |
| 6 | CPNG | COUPANG INC | $19.1M | 4.54% | 1.0M | Added |
| 7 | IOT | SAMSARA INC | $17.8M | 4.22% | 560,287 | Added |
| 8 | DASH | DOORDASH INC | $16.7M | 3.97% | 111,231 | Added |
| 9 | BIOA | BIOAGE LABS INC | $13.8M | 3.27% | 786,353 | Hold |
| 10 | TXG | 10X GENOMICS INC | $10.2M | 2.43% | 481,770 | Hold |
| 11 | DDOG | DATADOG INC | $10.1M | 2.40% | 85,793 | Hold |
| 12 | ABOS | ACUMEN PHARMACEUTICALS INC | $8.8M | 2.08% | 3.7M | Added |
| 13 | TOST | TOAST INC | $8.0M | 1.90% | 301,647 | Hold |
| 14 | TARS | TARSUS PHARMACEUTICALS INC | $6.0M | 1.42% | 85,000 | Hold |
| 15 | TTAN | SERVICETITAN INC | $5.7M | 1.35% | 89,856 | Hold |
| 16 | MNDY | MONDAY COM LTD | $4.7M | 1.11% | 67,868 | Hold |
| 17 | TSHA | TAYSHA GENE THERAPIES INC | $3.2M | 0.77% | 724,873 | Hold |
| 18 | SNOW | SNOWFLAKE INC | $3.1M | 0.73% | 20,253 | Hold |
| 19 | ACRV | ACRIVON THERAPEUTICS INC | $3.0M | 0.70% | 2.1M | Hold |
| 20 | CADL | CANDEL THERAPEUTICS INC | $2.0M | 0.47% | 405,837 | Hold |
| 21 | FIG | FIGMA INC | $386,566 | 0.09% | 18,286 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31