2026 Q1 Portfolio Activity
In 2026 Q1, Sands Capital Alternatives, LLC maintained a portfolio of 21 distinct positions. The most significant new addition was SPYGLASS PHARMA INC, now representing 15.38% of the total fund value. They heavily accumulated shares in SAMSARA INC, increasing the position by 20.2%.
Position History
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Total Positions
21
Quarter
2026 Q1
Top Holding
NU (22.3%)
Top 10 Concentration
87.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-21 of 21
Sands Capital Alternatives, LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
NU
NU HLDGS LTD
|
Financial Services | 22.30% | 22.15% |
#1
1
Prev: #2
|
6.5 |
—
|
-323,630 | -4.7% |
P
S
|
6,537,769 | $93,947,741 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
KVYO
KLAVIYO INC
|
Technology | 16.86% | 22.86% |
#2
1
Prev: #1
|
6.5 |
—
|
no change | no change |
P
S
|
3,649,678 | $71,022,734 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
N/A
SPYGLASS PHARMA...
|
|
Unknown | 15.38% | — |
#3
Prev: #—
|
8.5 |
—
|
2,500,012 | — |
NEW
|
2,500,012 | $64,775,311 | — | 13F Filing | 2026-03-31 | 2026-05-08 | ||
|
BBNX
BETA BIONICS IN...
|
Healthcare | 8.82% | 20.98% |
#4
1
Prev: #3
|
4.5 |
—
|
137,930 | 3.9% |
P
S
|
3,708,043 | $37,154,591 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
IKT
INHIBIKASE THER...
|
Healthcare | 5.19% | 5.15% |
#5
1
Prev: #4
|
3.6 |
—
|
no change | no change |
P
S
|
13,018,965 | $21,871,861 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
CPNG
COUPANG INC
|
Consumer Cyclical | 4.54% | 3.96% |
#6
Prev: #6
|
3.8 |
—
|
141,667 | 16.3% |
P
S
|
1,012,091 | $19,108,278 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
IOT
SAMSARA INC
|
Technology | 4.22% | 3.19% |
#7
Prev: #7
|
4.2 |
—
|
94,097 | 20.2% |
P
S
|
560,287 | $17,755,495 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
DASH
DOORDASH INC
|
Consumer Cyclical | 3.97% | 4.18% |
#8
3
Prev: #5
|
3.6 |
—
|
15,613 | 16.3% |
P
S
|
111,231 | $16,701,335 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
BIOA
BIOAGE LABS INC
|
Healthcare | 3.27% | 2.01% |
#9
1
Prev: #10
|
2.3 |
—
|
no change | no change |
P
S
|
786,353 | $13,753,314 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
TXG
10X GENOMICS IN...
|
Healthcare | 2.43% | 1.52% |
#10
3
Prev: #13
|
2.0 |
—
|
no change | no change |
P
S
|
481,770 | $10,227,977 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
DDOG
DATADOG INC
|
Technology | 2.40% | 2.25% |
#11
3
Prev: #8
|
2.0 |
—
|
no change | no change |
P
S
|
85,793 | $10,127,864 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
ABOS
ACUMEN PHARMACE...
|
Healthcare | 2.08% | 1.39% |
#12
2
Prev: #14
|
2.8 |
—
|
303,030 | 8.9% |
P
S
|
3,720,105 | $8,779,448 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
TOST
TOAST INC
|
Technology | 1.90% | 2.07% |
#13
4
Prev: #9
|
1.8 |
—
|
no change | no change |
P
S
|
301,647 | $7,996,662 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
TARS
TARSUS PHARMACE...
|
Healthcare | 1.42% | 1.34% |
#14
1
Prev: #15
|
1.6 |
—
|
no change | no change |
P
S
|
85,000 | $5,962,750 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
TTAN
SERVICETITAN IN...
|
Technology | 1.35% | 1.85% |
#15
3
Prev: #12
|
1.5 |
—
|
no change | no change |
P
S
|
89,856 | $5,702,262 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
MNDY
MONDAY COM LTD
|
Technology | 1.11% | 1.93% |
#16
5
Prev: #11
|
1.4 |
—
|
no change | no change |
P
S
|
67,868 | $4,690,357 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
TSHA
TAYSHA GENE THE...
|
Healthcare | 0.77% | 0.77% |
#17
1
Prev: #18
|
1.3 |
—
|
no change | no change |
P
S
|
724,873 | $3,240,182 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
SNOW
SNOWFLAKE INC
|
Technology | 0.73% | 0.86% |
#18
1
Prev: #17
|
1.3 |
—
|
no change | no change |
P
S
|
20,253 | $3,054,557 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
ACRV
ACRIVON THERAPE...
|
Healthcare | 0.70% | 0.99% |
#19
3
Prev: #16
|
1.3 |
—
|
no change | no change |
P
S
|
2,122,605 | $2,950,421 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
CADL
CANDEL THERAPEU...
|
Healthcare | 0.47% | 0.44% |
#20
1
Prev: #19
|
1.2 |
—
|
no change | no change |
P
S
|
405,837 | $1,988,601 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
FIG
FIGMA INC
|
Technology | 0.09% | 0.13% |
#21
1
Prev: #20
|
1.0 |
—
|
no change | no change |
P
S
|
18,286 | $386,566 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 |
Showing 1-21 of 21 holdings