Filed: 2/13/2026ACC: 0001846444-26-000003
📋 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 $518.47M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
20
Positions
$518.47M
Total AUM (reported)
37.14M
Total Shares
Allocation by class
COM$135.65M26.2%
COM SER A$118.51M22.9%
ORD SHS CL A$114.86M22.2%
CL A$52.90M10.2%
COM NEW$26.69M5.1%
CL A COM$19.52M3.8%
COM CL A$16.53M3.2%
Portfolio Concentration
Top 3$342.15M66.0%
4–10$118.19M22.8%
11–25$58.13M11.2%
Top 3 weight
66.0%
Top 10 weight
88.8%
Voting Authority Distribution
Total shares with voting rights: 37.14M
Sole
Full voting authority
37.14M
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
SOLEShares3.65M
TypeSH
Market value$118.51M
22.86%
Sole
3.65M
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares6.86M
TypeSH
Market value$114.86M
22.15%
Sole
6.86M
Shared
0.00
None
0.00
BETA BIONICS INC
SOLEShares3.57M
TypeSH
Market value$108.78M
20.98%
Sole
3.57M
Shared
0.00
None
0.00
INHIBIKASE THERAPEUTICS INC
SOLEShares13.02M
TypeSH
Market value$26.69M
5.15%
Sole
13.02M
Shared
0.00
None
0.00
DOORDASH INC
SOLEShares95.62K
TypeSH
Market value$21.66M
4.18%
Sole
95.62K
Shared
0.00
None
0.00
COUPANG INC
SOLEShares870.42K
TypeSH
Market value$20.53M
3.96%
Sole
870.42K
Shared
0.00
None
0.00
SAMSARA INC
SOLEShares466.19K
TypeSH
Market value$16.53M
3.19%
Sole
466.19K
Shared
0.00
None
0.00
DATADOG INC
SOLEShares85.79K
TypeSH
Market value$11.67M
2.25%
Sole
85.79K
Shared
0.00
None
0.00
TOAST INC
SOLEShares301.65K
TypeSH
Market value$10.71M
2.07%
Sole
301.65K
Shared
0.00
None
0.00
BIOAGE LABS INC
SOLEShares786.35K
TypeSH
Market value$10.40M
2.01%
Sole
786.35K
Shared
0.00
None
0.00
MONDAY COM LTD
SOLEShares67.87K
TypeSH
Market value$10.01M
1.93%
Sole
67.87K
Shared
0.00
None
0.00
SERVICETITAN INC
SOLEShares89.86K
TypeSH
Market value$9.57M
1.85%
Sole
89.86K
Shared
0.00
None
0.00
10X GENOMICS INC
SOLEShares481.77K
TypeSH
Market value$7.86M
1.52%
Sole
481.77K
Shared
0.00
None
0.00
ACUMEN PHARMACEUTICALS INC
SOLEShares3.42M
TypeSH
Market value$7.21M
1.39%
Sole
3.42M
Shared
0.00
None
0.00
TARSUS PHARMACEUTICALS INC
SOLEShares85K
TypeSH
Market value$6.96M
1.34%
Sole
85K
Shared
0.00
None
0.00
ACRIVON THERAPEUTICS INC
SOLEShares2.12M
TypeSH
Market value$5.12M
0.99%
Sole
2.12M
Shared
0.00
None
0.00
SNOWFLAKE INC
SOLEShares20.25K
TypeSH
Market value$4.44M
0.86%
Sole
20.25K
Shared
0.00
None
0.00
TAYSHA GENE THERAPIES INC
SOLEShares724.87K
TypeSH
Market value$3.99M
0.77%
Sole
724.87K
Shared
0.00
None
0.00
CANDEL THERAPEUTICS INC
SOLEShares405.84K
TypeSH
Market value$2.29M
0.44%
Sole
405.84K
Shared
0.00
None
0.00
FIGMA INC
SOLEShares18.29K
TypeSH
Market value$683.3K
0.13%
Sole
18.29K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
KLAVIYO INCSOLE | COM SER A | 3.65M | SH | $118.51M 22.86% | 3.65M | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 6.86M | SH | $114.86M 22.15% | 6.86M | 0.00 | 0.00 |
BETA BIONICS INCSOLE | COM | 3.57M | SH | $108.78M 20.98% | 3.57M | 0.00 | 0.00 |
INHIBIKASE THERAPEUTICS INCSOLE | COM NEW | 13.02M | SH | $26.69M 5.15% | 13.02M | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 95.62K | SH | $21.66M 4.18% | 95.62K | 0.00 | 0.00 |
COUPANG INCSOLE | CL A | 870.42K | SH | $20.53M 3.96% | 870.42K | 0.00 | 0.00 |
SAMSARA INCSOLE | COM CL A | 466.19K | SH | $16.53M 3.19% | 466.19K | 0.00 | 0.00 |
DATADOG INCSOLE | CL A COM | 85.79K | SH | $11.67M 2.25% | 85.79K | 0.00 | 0.00 |
TOAST INCSOLE | CL A | 301.65K | SH | $10.71M 2.07% | 301.65K | 0.00 | 0.00 |
BIOAGE LABS INCSOLE | COM | 786.35K | SH | $10.40M 2.01% | 786.35K | 0.00 | 0.00 |
MONDAY COM LTDSOLE | SHS | 67.87K | SH | $10.01M 1.93% | 67.87K | 0.00 | 0.00 |
SERVICETITAN INCSOLE | SHS CL A | 89.86K | SH | $9.57M 1.85% | 89.86K | 0.00 | 0.00 |
10X GENOMICS INCSOLE | CL A COM | 481.77K | SH | $7.86M 1.52% | 481.77K | 0.00 | 0.00 |
ACUMEN PHARMACEUTICALS INCSOLE | COM | 3.42M | SH | $7.21M 1.39% | 3.42M | 0.00 | 0.00 |
TARSUS PHARMACEUTICALS INCSOLE | COM | 85K | SH | $6.96M 1.34% | 85K | 0.00 | 0.00 |
ACRIVON THERAPEUTICS INCSOLE | COMMON STOCK | 2.12M | SH | $5.12M 0.99% | 2.12M | 0.00 | 0.00 |
SNOWFLAKE INCSOLE | COM SHS | 20.25K | SH | $4.44M 0.86% | 20.25K | 0.00 | 0.00 |
TAYSHA GENE THERAPIES INCSOLE | COM SHS | 724.87K | SH | $3.99M 0.77% | 724.87K | 0.00 | 0.00 |
CANDEL THERAPEUTICS INCSOLE | COM | 405.84K | SH | $2.29M 0.44% | 405.84K | 0.00 | 0.00 |
FIGMA INCSOLE | CLASS A COM STK | 18.29K | SH | $683.3K 0.13% | 18.29K | 0.00 | 0.00 |