Filed: 2/13/2025ACC: 0001020066-25-000015
📋 What this filing means
SANDS CAPITAL ALTERNATIVES, LLC filed this quarterly 13F‑HR report disclosing 21 equity positions with a total reported market value of $459.73M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
21
Positions
$459.73M
Total AUM (reported)
34.05M
Total Shares
Allocation by class
COM SER A$143.13M31.1%
CL A$129.11M28.1%
ORD SHS CL A$72.74M15.8%
COM NEW$35.59M7.7%
COM$24.19M5.3%
CL A COM$20.89M4.5%
COMMON STOCK$12.78M2.8%
Portfolio Concentration
Top 3$284.20M61.8%
4–10$123.58M26.9%
11–25$51.94M11.3%
Top 3 weight
61.8%
Top 10 weight
88.7%
Voting Authority Distribution
Total shares with voting rights: 34.05M
Sole
Full voting authority
34.05M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole21
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings21
Rows:
KLAVIYO INC
SOLEShares3.47M
TypeSH
Market value$143.13M
31.13%
Sole
3.47M
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares7.02M
TypeSH
Market value$72.74M
15.82%
Sole
7.02M
Shared
0.00
None
0.00
DOORDASH INC
SOLEShares407.34K
TypeSH
Market value$68.33M
14.86%
Sole
407.34K
Shared
0.00
None
0.00
INHIBIKASE THERAPEUTICS INC
SOLEShares10.95M
TypeSH
Market value$35.59M
7.74%
Sole
10.95M
Shared
0.00
None
0.00
COUPANG INC
SOLEShares924.71K
TypeSH
Market value$20.33M
4.42%
Sole
924.71K
Shared
0.00
None
0.00
UIPATH INC
SOLEShares1.58M
TypeSH
Market value$20.14M
4.38%
Sole
1.58M
Shared
0.00
None
0.00
DATADOG INC
SOLEShares97.79K
TypeSH
Market value$13.97M
3.04%
Sole
97.79K
Shared
0.00
None
0.00
ACRIVON THERAPEUTICS INC
SOLEShares2.12M
TypeSH
Market value$12.78M
2.78%
Sole
2.12M
Shared
0.00
None
0.00
MONDAY COM LTD
SOLEShares48.28K
TypeSH
Market value$11.37M
2.47%
Sole
48.28K
Shared
0.00
None
0.00
TARSUS PHARMACEUTICALS INC
SOLEShares170K
TypeSH
Market value$9.41M
2.05%
Sole
170K
Shared
0.00
None
0.00
SAMSARA INC
SOLEShares198.69K
TypeSH
Market value$8.68M
1.89%
Sole
198.69K
Shared
0.00
None
0.00
TOAST INC
SOLEShares231.53K
TypeSH
Market value$8.44M
1.84%
Sole
231.53K
Shared
0.00
None
0.00
10X GENOMICS INC
SOLEShares481.77K
TypeSH
Market value$6.92M
1.50%
Sole
481.77K
Shared
0.00
None
0.00
SNOWFLAKE INC
SOLEShares39.01K
TypeSH
Market value$6.02M
1.31%
Sole
39.01K
Shared
0.00
None
0.00
ACUMEN PHARMACEUTICALS INC
SOLEShares3.42M
TypeSH
Market value$5.88M
1.28%
Sole
3.42M
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC
SOLEShares17.10K
TypeSH
Market value$5.85M
1.27%
Sole
17.10K
Shared
0.00
None
0.00
BIOAGE LABS INC
SOLEShares786.35K
TypeSH
Market value$4.55M
0.99%
Sole
786.35K
Shared
0.00
None
0.00
CANDEL THERAPEUTICS INC
SOLEShares405.84K
TypeSH
Market value$3.52M
0.77%
Sole
405.84K
Shared
0.00
None
0.00
TAYSHA GENE THERAPIES INC
SOLEShares724.87K
TypeSH
Market value$1.25M
0.27%
Sole
724.87K
Shared
0.00
None
0.00
908 DEVICES INC
SOLEShares237.26K
TypeSH
Market value$522.0K
0.11%
Sole
237.26K
Shared
0.00
None
0.00
SPRUCE BIOSCIENCES INC
SOLEShares715.82K
TypeSH
Market value$300.6K
0.07%
Sole
715.82K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
KLAVIYO INCSOLE | COM SER A | 3.47M | SH | $143.13M 31.13% | 3.47M | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 7.02M | SH | $72.74M 15.82% | 7.02M | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 407.34K | SH | $68.33M 14.86% | 407.34K | 0.00 | 0.00 |
INHIBIKASE THERAPEUTICS INCSOLE | COM NEW | 10.95M | SH | $35.59M 7.74% | 10.95M | 0.00 | 0.00 |
COUPANG INCSOLE | CL A | 924.71K | SH | $20.33M 4.42% | 924.71K | 0.00 | 0.00 |
UIPATH INCSOLE | CL A | 1.58M | SH | $20.14M 4.38% | 1.58M | 0.00 | 0.00 |
DATADOG INCSOLE | CL A COM | 97.79K | SH | $13.97M 3.04% | 97.79K | 0.00 | 0.00 |
ACRIVON THERAPEUTICS INCSOLE | COMMON STOCK | 2.12M | SH | $12.78M 2.78% | 2.12M | 0.00 | 0.00 |
MONDAY COM LTDSOLE | SHS | 48.28K | SH | $11.37M 2.47% | 48.28K | 0.00 | 0.00 |
TARSUS PHARMACEUTICALS INCSOLE | COM | 170K | SH | $9.41M 2.05% | 170K | 0.00 | 0.00 |
SAMSARA INCSOLE | COM CL A | 198.69K | SH | $8.68M 1.89% | 198.69K | 0.00 | 0.00 |
TOAST INCSOLE | CL A | 231.53K | SH | $8.44M 1.84% | 231.53K | 0.00 | 0.00 |
10X GENOMICS INCSOLE | CL A COM | 481.77K | SH | $6.92M 1.50% | 481.77K | 0.00 | 0.00 |
SNOWFLAKE INCSOLE | CL A | 39.01K | SH | $6.02M 1.31% | 39.01K | 0.00 | 0.00 |
ACUMEN PHARMACEUTICALS INCSOLE | COM | 3.42M | SH | $5.88M 1.28% | 3.42M | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 17.10K | SH | $5.85M 1.27% | 17.10K | 0.00 | 0.00 |
BIOAGE LABS INCSOLE | COM | 786.35K | SH | $4.55M 0.99% | 786.35K | 0.00 | 0.00 |
CANDEL THERAPEUTICS INCSOLE | COM | 405.84K | SH | $3.52M 0.77% | 405.84K | 0.00 | 0.00 |
TAYSHA GENE THERAPIES INCSOLE | COM SHS | 724.87K | SH | $1.25M 0.27% | 724.87K | 0.00 | 0.00 |
908 DEVICES INCSOLE | COM | 237.26K | SH | $522.0K 0.11% | 237.26K | 0.00 | 0.00 |
SPRUCE BIOSCIENCES INCSOLE | COM | 715.82K | SH | $300.6K 0.07% | 715.82K | 0.00 | 0.00 |