Filed: 5/14/2025ACC: 0001846444-25-000005
📋 What this filing means
SANDS CAPITAL ALTERNATIVES, LLC filed this quarterly 13F‑HR report disclosing 20 equity positions with a total reported market value of $408.90M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
20
Positions
$408.90M
Total AUM (reported)
35.06M
Total Shares
Allocation by class
CL A$108.55M26.5%
COM SER A$104.20M25.5%
ORD SHS CL A$73.36M17.9%
COM$55.73M13.6%
COM NEW$23.98M5.9%
CL A COM$15.91M3.9%
SHS$12.14M3.0%
Portfolio Concentration
Top 3$247.15M60.4%
4–10$122.75M30.0%
11–25$39.00M9.5%
Top 3 weight
60.4%
Top 10 weight
90.5%
Voting Authority Distribution
Total shares with voting rights: 35.06M
Sole
Full voting authority
35.06M
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)
Sole20
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings20
Rows:
KLAVIYO INC
SOLEShares3.44M
TypeSH
Market value$104.20M
25.48%
Sole
3.44M
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares7.16M
TypeSH
Market value$73.36M
17.94%
Sole
7.16M
Shared
0.00
None
0.00
DOORDASH INC
SOLEShares380.70K
TypeSH
Market value$69.58M
17.02%
Sole
380.70K
Shared
0.00
None
0.00
BETA BIONICS INC
SOLEShares3.10M
TypeSH
Market value$37.99M
9.29%
Sole
3.10M
Shared
0.00
None
0.00
INHIBIKASE THERAPEUTICS INC
SOLEShares10.95M
TypeSH
Market value$23.98M
5.86%
Sole
10.95M
Shared
0.00
None
0.00
COUPANG INC
SOLEShares843.48K
TypeSH
Market value$18.50M
4.52%
Sole
843.48K
Shared
0.00
None
0.00
MONDAY COM LTD
SOLEShares49.91K
TypeSH
Market value$12.14M
2.97%
Sole
49.91K
Shared
0.00
None
0.00
DATADOG INC
SOLEShares117.93K
TypeSH
Market value$11.70M
2.86%
Sole
117.93K
Shared
0.00
None
0.00
SAMSARA INC
SOLEShares253.43K
TypeSH
Market value$9.71M
2.38%
Sole
253.43K
Shared
0.00
None
0.00
TARSUS PHARMACEUTICALS INC
SOLEShares170K
TypeSH
Market value$8.73M
2.14%
Sole
170K
Shared
0.00
None
0.00
TOAST INC
SOLEShares210.61K
TypeSH
Market value$6.99M
1.71%
Sole
210.61K
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC
SOLEShares15.56K
TypeSH
Market value$5.49M
1.34%
Sole
15.56K
Shared
0.00
None
0.00
ACRIVON THERAPEUTICS INC
SOLEShares2.12M
TypeSH
Market value$4.31M
1.05%
Sole
2.12M
Shared
0.00
None
0.00
10X GENOMICS INC
SOLEShares481.77K
TypeSH
Market value$4.21M
1.03%
Sole
481.77K
Shared
0.00
None
0.00
UIPATH INC
SOLEShares395.86K
TypeSH
Market value$4.08M
1.00%
Sole
395.86K
Shared
0.00
None
0.00
SNOWFLAKE INC
SOLEShares26.83K
TypeSH
Market value$3.92M
0.96%
Sole
26.83K
Shared
0.00
None
0.00
ACUMEN PHARMACEUTICALS INC
SOLEShares3.42M
TypeSH
Market value$3.76M
0.92%
Sole
3.42M
Shared
0.00
None
0.00
BIOAGE LABS INC
SOLEShares786.35K
TypeSH
Market value$2.96M
0.72%
Sole
786.35K
Shared
0.00
None
0.00
CANDEL THERAPEUTICS INC
SOLEShares405.84K
TypeSH
Market value$2.29M
0.56%
Sole
405.84K
Shared
0.00
None
0.00
TAYSHA GENE THERAPIES INC
SOLEShares724.87K
TypeSH
Market value$1.01M
0.25%
Sole
724.87K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
KLAVIYO INCSOLE | COM SER A | 3.44M | SH | $104.20M 25.48% | 3.44M | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 7.16M | SH | $73.36M 17.94% | 7.16M | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 380.70K | SH | $69.58M 17.02% | 380.70K | 0.00 | 0.00 |
BETA BIONICS INCSOLE | COM | 3.10M | SH | $37.99M 9.29% | 3.10M | 0.00 | 0.00 |
INHIBIKASE THERAPEUTICS INCSOLE | COM NEW | 10.95M | SH | $23.98M 5.86% | 10.95M | 0.00 | 0.00 |
COUPANG INCSOLE | CL A | 843.48K | SH | $18.50M 4.52% | 843.48K | 0.00 | 0.00 |
MONDAY COM LTDSOLE | SHS | 49.91K | SH | $12.14M 2.97% | 49.91K | 0.00 | 0.00 |
DATADOG INCSOLE | CL A COM | 117.93K | SH | $11.70M 2.86% | 117.93K | 0.00 | 0.00 |
SAMSARA INCSOLE | COM CL A | 253.43K | SH | $9.71M 2.38% | 253.43K | 0.00 | 0.00 |
TARSUS PHARMACEUTICALS INCSOLE | COM | 170K | SH | $8.73M 2.14% | 170K | 0.00 | 0.00 |
TOAST INCSOLE | CL A | 210.61K | SH | $6.99M 1.71% | 210.61K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 15.56K | SH | $5.49M 1.34% | 15.56K | 0.00 | 0.00 |
ACRIVON THERAPEUTICS INCSOLE | COMMON STOCK | 2.12M | SH | $4.31M 1.05% | 2.12M | 0.00 | 0.00 |
10X GENOMICS INCSOLE | CL A COM | 481.77K | SH | $4.21M 1.03% | 481.77K | 0.00 | 0.00 |
UIPATH INCSOLE | CL A | 395.86K | SH | $4.08M 1.00% | 395.86K | 0.00 | 0.00 |
SNOWFLAKE INCSOLE | CL A | 26.83K | SH | $3.92M 0.96% | 26.83K | 0.00 | 0.00 |
ACUMEN PHARMACEUTICALS INCSOLE | COM | 3.42M | SH | $3.76M 0.92% | 3.42M | 0.00 | 0.00 |
BIOAGE LABS INCSOLE | COM | 786.35K | SH | $2.96M 0.72% | 786.35K | 0.00 | 0.00 |
CANDEL THERAPEUTICS INCSOLE | COM | 405.84K | SH | $2.29M 0.56% | 405.84K | 0.00 | 0.00 |
TAYSHA GENE THERAPIES INCSOLE | COM SHS | 724.87K | SH | $1.01M 0.25% | 724.87K | 0.00 | 0.00 |