Filed: 8/13/2025ACC: 0001020066-25-000029
📋 What this filing means
SANDS CAPITAL ALTERNATIVES, LLC filed this quarterly 13F‑HR report disclosing 19 equity positions with a total reported market value of $507.82M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
19
Positions
$507.82M
Total AUM (reported)
35.36M
Total Shares
Allocation by class
CL A$140.34M27.6%
COM SER A$118.04M23.2%
ORD SHS CL A$98.45M19.4%
COM$68.13M13.4%
CL A COM$21.52M4.2%
COM NEW$21.35M4.2%
SHS$18.35M3.6%
Portfolio Concentration
Top 3$310.45M61.1%
4–10$158.46M31.2%
11–25$38.91M7.7%
Top 3 weight
61.1%
Top 10 weight
92.3%
Voting Authority Distribution
Total shares with voting rights: 35.36M
Sole
Full voting authority
35.36M
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)
Sole19
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings19
Rows:
KLAVIYO INC
SOLEShares3.52M
TypeSH
Market value$118.04M
23.24%
Sole
3.52M
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares7.18M
TypeSH
Market value$98.45M
19.39%
Sole
7.18M
Shared
0.00
None
0.00
DOORDASH INC
SOLEShares381.20K
TypeSH
Market value$93.97M
18.50%
Sole
381.20K
Shared
0.00
None
0.00
BETA BIONICS INC
SOLEShares3.57M
TypeSH
Market value$51.98M
10.24%
Sole
3.57M
Shared
0.00
None
0.00
COUPANG INC
SOLEShares849.03K
TypeSH
Market value$25.44M
5.01%
Sole
849.03K
Shared
0.00
None
0.00
INHIBIKASE THERAPEUTICS INC
SOLEShares10.95M
TypeSH
Market value$21.35M
4.20%
Sole
10.95M
Shared
0.00
None
0.00
MONDAY COM LTD
SOLEShares58.34K
TypeSH
Market value$18.35M
3.61%
Sole
58.34K
Shared
0.00
None
0.00
SAMSARA INC
SOLEShares438.49K
TypeSH
Market value$17.44M
3.43%
Sole
438.49K
Shared
0.00
None
0.00
DATADOG INC
SOLEShares118.71K
TypeSH
Market value$15.95M
3.14%
Sole
118.71K
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC
SOLEShares15.62K
TypeSH
Market value$7.95M
1.57%
Sole
15.62K
Shared
0.00
None
0.00
TOAST INC
SOLEShares156.60K
TypeSH
Market value$6.94M
1.37%
Sole
156.60K
Shared
0.00
None
0.00
TARSUS PHARMACEUTICALS INC
SOLEShares170K
TypeSH
Market value$6.89M
1.36%
Sole
170K
Shared
0.00
None
0.00
SNOWFLAKE INC
SOLEShares27K
TypeSH
Market value$6.04M
1.19%
Sole
27K
Shared
0.00
None
0.00
10X GENOMICS INC
SOLEShares481.77K
TypeSH
Market value$5.58M
1.10%
Sole
481.77K
Shared
0.00
None
0.00
ACUMEN PHARMACEUTICALS INC
SOLEShares3.42M
TypeSH
Market value$3.96M
0.78%
Sole
3.42M
Shared
0.00
None
0.00
BIOAGE LABS INC
SOLEShares786.35K
TypeSH
Market value$3.25M
0.64%
Sole
786.35K
Shared
0.00
None
0.00
ACRIVON THERAPEUTICS INC
SOLEShares2.12M
TypeSH
Market value$2.53M
0.50%
Sole
2.12M
Shared
0.00
None
0.00
CANDEL THERAPEUTICS INC
SOLEShares405.84K
TypeSH
Market value$2.05M
0.40%
Sole
405.84K
Shared
0.00
None
0.00
TAYSHA GENE THERAPIES INC
SOLEShares724.87K
TypeSH
Market value$1.67M
0.33%
Sole
724.87K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
KLAVIYO INCSOLE | COM SER A | 3.52M | SH | $118.04M 23.24% | 3.52M | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 7.18M | SH | $98.45M 19.39% | 7.18M | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 381.20K | SH | $93.97M 18.50% | 381.20K | 0.00 | 0.00 |
BETA BIONICS INCSOLE | COM | 3.57M | SH | $51.98M 10.24% | 3.57M | 0.00 | 0.00 |
COUPANG INCSOLE | CL A | 849.03K | SH | $25.44M 5.01% | 849.03K | 0.00 | 0.00 |
INHIBIKASE THERAPEUTICS INCSOLE | COM NEW | 10.95M | SH | $21.35M 4.20% | 10.95M | 0.00 | 0.00 |
MONDAY COM LTDSOLE | SHS | 58.34K | SH | $18.35M 3.61% | 58.34K | 0.00 | 0.00 |
SAMSARA INCSOLE | COM CL A | 438.49K | SH | $17.44M 3.43% | 438.49K | 0.00 | 0.00 |
DATADOG INCSOLE | CL A COM | 118.71K | SH | $15.95M 3.14% | 118.71K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 15.62K | SH | $7.95M 1.57% | 15.62K | 0.00 | 0.00 |
TOAST INCSOLE | CL A | 156.60K | SH | $6.94M 1.37% | 156.60K | 0.00 | 0.00 |
TARSUS PHARMACEUTICALS INCSOLE | COM | 170K | SH | $6.89M 1.36% | 170K | 0.00 | 0.00 |
SNOWFLAKE INCSOLE | CL A | 27K | SH | $6.04M 1.19% | 27K | 0.00 | 0.00 |
10X GENOMICS INCSOLE | CL A COM | 481.77K | SH | $5.58M 1.10% | 481.77K | 0.00 | 0.00 |
ACUMEN PHARMACEUTICALS INCSOLE | COM | 3.42M | SH | $3.96M 0.78% | 3.42M | 0.00 | 0.00 |
BIOAGE LABS INCSOLE | COM | 786.35K | SH | $3.25M 0.64% | 786.35K | 0.00 | 0.00 |
ACRIVON THERAPEUTICS INCSOLE | COMMON STOCK | 2.12M | SH | $2.53M 0.50% | 2.12M | 0.00 | 0.00 |
CANDEL THERAPEUTICS INCSOLE | COM | 405.84K | SH | $2.05M 0.40% | 405.84K | 0.00 | 0.00 |
TAYSHA GENE THERAPIES INCSOLE | COM SHS | 724.87K | SH | $1.67M 0.33% | 724.87K | 0.00 | 0.00 |