Funds › Sands Capital Alternatives, LLC
Sands Capital Alternatives, LLC
13F for Q3 2026, filed Nov 13, 2026. 24 positions worth $694.7M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q3 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | ALMR Alamar Biosciences, Inc. | 4.23M | $144.1M | 20.7% | Unchanged | 13F ↗ |
| 2 | NU Nu Holdings Ltd. | 6.99M | $88.5M | 12.7% | -1.5% | 13F ↗ |
| 3 | BBNX Beta Bionics, Inc. | 4.00M | $75.9M | 10.9% | +7.8% | 13F ↗ |
| 4 | SGP SpyGlass Pharma, Inc. | 2.50M | $65.0M | 9.4% | Unchanged | 13F ↗ |
| 5 | KVYO Klaviyo, Inc. | 3.83M | $60.2M | 8.7% | -2.6% | 13F ↗ |
| 6 | TXG 10x Genomics, Inc. | 481,770 | $43.5M | 6.3% | Unchanged | 13F ↗ |
| 7 | IKT Inhibikase Therapeutics, Inc. | 13.02M | $26.8M | 3.9% | Unchanged | 13F ↗ |
| 8 | CBRS Cerebras Systems Inc. | 122,484 | $21.8M | 3.1% | +273% | 13F ↗ |
| 9 | DASH DoorDash, Inc. | 107,301 | $19.7M | 2.8% | -15.9% | 13F ↗ |
| 10 | ODTX Odyssey Therapeutics, Inc. | 875,000 | $19.4M | 2.8% | Unchanged | 13F ↗ |
| 11 | FRNM Freenome, Inc. | 1.20M | $18.9M | 2.7% | New | 13F ↗ |
| 12 | CPNG Coupang, Inc. · Common Stocks | 1.24M | $17.3M | 2.5% | -6.4% | 13F ↗ |
| 13 | DDOG Datadog, Inc. | 63,020 | $17.3M | 2.5% | -22.1% | 13F ↗ |
| 14 | IOT Samsara Inc. | 395,621 | $15.1M | 2.2% | -23.3% | 13F ↗ |
| 15 | TOST Toast, Inc. | 314,907 | $9.1M | 1.3% | -13.7% | 13F ↗ |
| 16 | ABOS Acumen Pharmaceuticals, Inc. | 3.72M | $8.3M | 1.2% | Unchanged | 13F ↗ |
| 17 | SNOW Snowflake Inc. | 22,926 | $7.8M | 1.1% | -6.4% | 13F ↗ |
| 18 | TARS Tarsus Pharmaceuticals, Inc. | 85,000 | $6.7M | 1.0% | Unchanged | 13F ↗ |
| 19 | TTAN ServiceTitan, Inc. | 91,101 | $6.0M | 0.9% | -16.1% | 13F ↗ |
| 20 | BIOA BioAge Labs, Inc. | 786,353 | $5.6M | 0.8% | Unchanged | 13F ↗ |
| 21 | MNDY monday.com Ltd. | 67,182 | $5.3M | 0.8% | -18.1% | 13F ↗ |
| 22 | ACRV Acrivon Therapeutics, Inc. | 2.29M | $4.7M | 0.7% | Unchanged | 13F ↗ |
| 23 | CADL Candel Therapeutics, Inc. | 405,837 | $4.2M | 0.6% | Unchanged | 13F ↗ |
| 24 | TSHA Taysha Gene Therapies, Inc. | 724,873 | $3.5M | 0.5% | Unchanged | 13F ↗ |
Changes since Q2 2026
1 new, 2 added to, 10 trimmed, 1 exited, 11 unchanged. By estimated dollars.
New positions (1)
| Position | Shares | Change | Est. dollars |
|---|---|---|---|
| FRNM Freenome, Inc. | 1.20M | New | $18.9M |
Added to (2)
Trimmed (10)
| DDOG Datadog, Inc. | 63,020 | -22.1% | -$4.9M |
| IOT Samsara Inc. | 395,621 | -23.3% | -$4.6M |
| DASH DoorDash, Inc. | 107,301 | -15.9% | -$3.7M |
| KVYO Klaviyo, Inc. | 3.83M | -2.6% | -$1.6M |
| TOST Toast, Inc. | 314,907 | -13.7% | -$1.4M |
| NU Nu Holdings Ltd. | 6.99M | -1.5% | -$1.3M |
| CPNG Coupang, Inc. · Common Stocks | 1.24M | -6.4% | -$1.2M |
| MNDY monday.com Ltd. | 67,182 | -18.1% | -$1.2M |
| TTAN ServiceTitan, Inc. | 91,101 | -16.1% | -$1.1M |
| SNOW Snowflake Inc. | 22,926 | -6.4% | -$533.8K |
Exited (1)
| Position | Shares | Change | Est. dollars |
|---|---|---|---|
| FIG Figma, Inc. | 22,165 | Exited | -$401.0K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
Compare two quarters
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 13, 2026 | 13F-HR | 24 | $694.7M | Current | SEC ↗ |
| Q2 2026 | Aug 13, 2026 | 13F-HR | 24 | $613.5M | Current | SEC ↗ |
| Q1 2026 | May 8, 2026 | 13F-HR | 21 | $421.2M | Current | SEC ↗ |
| Q4 2025 | Feb 13, 2026 | 13F-HR | 20 | $518.5M | Current | SEC ↗ |
| Q3 2025 | Nov 13, 2025 | 13F-HR | 20 | $456.4M | Current | SEC ↗ |
| Q2 2025 | Aug 13, 2025 | 13F-HR | 19 | $507.8M | Current | SEC ↗ |
| Q1 2025 | May 14, 2025 | 13F-HR | 20 | $408.9M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer