Filed: 5/8/2026ACC: 0001846444-26-000005
📋 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 $421.20M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
21
Positions
$421.20M
Total AUM (reported)
40.01M
Total Shares
Allocation by class
ORD SHS CL A$93.95M22.3%
COM SHS$71.07M16.9%
COM SER A$71.02M16.9%
COM$67.64M16.1%
CL A$43.81M10.4%
COM NEW$21.87M5.2%
CL A COM$20.36M4.8%
Portfolio Concentration
Top 3$229.75M54.5%
4–10$136.57M32.4%
11–25$54.88M13.0%
Top 3 weight
54.5%
Top 10 weight
87.0%
Voting Authority Distribution
Total shares with voting rights: 40.01M
Sole
Full voting authority
40.01M
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:
NU HLDGS LTD
SOLEShares6.54M
TypeSH
Market value$93.95M
22.30%
Sole
6.54M
Shared
0.00
None
0.00
KLAVIYO INC
SOLEShares3.65M
TypeSH
Market value$71.02M
16.86%
Sole
3.65M
Shared
0.00
None
0.00
SPYGLASS PHARMA INC
SOLEShares2.50M
TypeSH
Market value$64.78M
15.38%
Sole
2.50M
Shared
0.00
None
0.00
BETA BIONICS INC
SOLEShares3.71M
TypeSH
Market value$37.15M
8.82%
Sole
3.71M
Shared
0.00
None
0.00
INHIBIKASE THERAPEUTICS INC
SOLEShares13.02M
TypeSH
Market value$21.87M
5.19%
Sole
13.02M
Shared
0.00
None
0.00
COUPANG INC
SOLEShares1.01M
TypeSH
Market value$19.11M
4.54%
Sole
1.01M
Shared
0.00
None
0.00
SAMSARA INC
SOLEShares560.29K
TypeSH
Market value$17.76M
4.22%
Sole
560.29K
Shared
0.00
None
0.00
DOORDASH INC
SOLEShares111.23K
TypeSH
Market value$16.70M
3.97%
Sole
111.23K
Shared
0.00
None
0.00
BIOAGE LABS INC
SOLEShares786.35K
TypeSH
Market value$13.75M
3.27%
Sole
786.35K
Shared
0.00
None
0.00
10X GENOMICS INC
SOLEShares481.77K
TypeSH
Market value$10.23M
2.43%
Sole
481.77K
Shared
0.00
None
0.00
DATADOG INC
SOLEShares85.79K
TypeSH
Market value$10.13M
2.40%
Sole
85.79K
Shared
0.00
None
0.00
ACUMEN PHARMACEUTICALS INC
SOLEShares3.72M
TypeSH
Market value$8.78M
2.08%
Sole
3.72M
Shared
0.00
None
0.00
TOAST INC
SOLEShares301.65K
TypeSH
Market value$8.00M
1.90%
Sole
301.65K
Shared
0.00
None
0.00
TARSUS PHARMACEUTICALS INC
SOLEShares85K
TypeSH
Market value$5.96M
1.42%
Sole
85K
Shared
0.00
None
0.00
SERVICETITAN INC
SOLEShares89.86K
TypeSH
Market value$5.70M
1.35%
Sole
89.86K
Shared
0.00
None
0.00
MONDAY COM LTD
SOLEShares67.87K
TypeSH
Market value$4.69M
1.11%
Sole
67.87K
Shared
0.00
None
0.00
TAYSHA GENE THERAPIES INC
SOLEShares724.87K
TypeSH
Market value$3.24M
0.77%
Sole
724.87K
Shared
0.00
None
0.00
SNOWFLAKE INC
SOLEShares20.25K
TypeSH
Market value$3.05M
0.73%
Sole
20.25K
Shared
0.00
None
0.00
ACRIVON THERAPEUTICS INC
SOLEShares2.12M
TypeSH
Market value$2.95M
0.70%
Sole
2.12M
Shared
0.00
None
0.00
CANDEL THERAPEUTICS INC
SOLEShares405.84K
TypeSH
Market value$1.99M
0.47%
Sole
405.84K
Shared
0.00
None
0.00
FIGMA INC
SOLEShares18.29K
TypeSH
Market value$386.6K
0.09%
Sole
18.29K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NU HLDGS LTDSOLE | ORD SHS CL A | 6.54M | SH | $93.95M 22.30% | 6.54M | 0.00 | 0.00 |
KLAVIYO INCSOLE | COM SER A | 3.65M | SH | $71.02M 16.86% | 3.65M | 0.00 | 0.00 |
SPYGLASS PHARMA INCSOLE | COM SHS | 2.50M | SH | $64.78M 15.38% | 2.50M | 0.00 | 0.00 |
BETA BIONICS INCSOLE | COM | 3.71M | SH | $37.15M 8.82% | 3.71M | 0.00 | 0.00 |
INHIBIKASE THERAPEUTICS INCSOLE | COM NEW | 13.02M | SH | $21.87M 5.19% | 13.02M | 0.00 | 0.00 |
COUPANG INCSOLE | CL A | 1.01M | SH | $19.11M 4.54% | 1.01M | 0.00 | 0.00 |
SAMSARA INCSOLE | COM CL A | 560.29K | SH | $17.76M 4.22% | 560.29K | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 111.23K | SH | $16.70M 3.97% | 111.23K | 0.00 | 0.00 |
BIOAGE LABS INCSOLE | COM | 786.35K | SH | $13.75M 3.27% | 786.35K | 0.00 | 0.00 |
10X GENOMICS INCSOLE | CL A COM | 481.77K | SH | $10.23M 2.43% | 481.77K | 0.00 | 0.00 |
DATADOG INCSOLE | CL A COM | 85.79K | SH | $10.13M 2.40% | 85.79K | 0.00 | 0.00 |
ACUMEN PHARMACEUTICALS INCSOLE | COM | 3.72M | SH | $8.78M 2.08% | 3.72M | 0.00 | 0.00 |
TOAST INCSOLE | CL A | 301.65K | SH | $8.00M 1.90% | 301.65K | 0.00 | 0.00 |
TARSUS PHARMACEUTICALS INCSOLE | COM | 85K | SH | $5.96M 1.42% | 85K | 0.00 | 0.00 |
SERVICETITAN INCSOLE | SHS CL A | 89.86K | SH | $5.70M 1.35% | 89.86K | 0.00 | 0.00 |
MONDAY COM LTDSOLE | SHS | 67.87K | SH | $4.69M 1.11% | 67.87K | 0.00 | 0.00 |
TAYSHA GENE THERAPIES INCSOLE | COM SHS | 724.87K | SH | $3.24M 0.77% | 724.87K | 0.00 | 0.00 |
SNOWFLAKE INCSOLE | COM SHS | 20.25K | SH | $3.05M 0.73% | 20.25K | 0.00 | 0.00 |
ACRIVON THERAPEUTICS INCSOLE | COMMON STOCK | 2.12M | SH | $2.95M 0.70% | 2.12M | 0.00 | 0.00 |
CANDEL THERAPEUTICS INCSOLE | COM | 405.84K | SH | $1.99M 0.47% | 405.84K | 0.00 | 0.00 |
FIGMA INCSOLE | CLASS A COM STK | 18.29K | SH | $386.6K 0.09% | 18.29K | 0.00 | 0.00 |