Sands Capital Ventures, LLC
13F Reported Value
ⓘ$613.5M
Holdings
24
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Sands Capital Ventures, LLC disclosed 24 positions worth $613.5M in its Form 13F-HR for Q2 2026, led by $ALMR (Alamar Biosciences, Inc.) at 18.7% of the equity portfolio, followed by $NU and $KVYO. During the quarter the fund opened 3 new positions and exited 0 — including a new stake in $ALMR. The portfolio is most concentrated in Technology (43.6% of disclosed assets). All figures are sourced directly from Sands Capital Ventures, LLC’s Form 13F-HR filing with the SEC under CIK 1846444.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- —
Quality
$114.6M4,230,926 sh - —
Quality
$94.8M7,094,952 sh - 61.3#793
Quality
$59.3M3,928,146 sh - 29.8
Quality
$58.1M3,708,043 sh - —
Quality
$55.7M2,500,012 sh - —
Quality
$26.4M13,018,965 sh - 71.0
Quality
$23.5M127,562 sh - 50.6
Quality
$23.1M1,329,314 sh - 71.4
Quality
$21.1M80,851 sh - 26.8
Quality
$19.3M786,353 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Alamar Biosciences, Inc.$ALMR | — | $114.6M | 4,230,926 |
 Nu Holdings Ltd.$NU | — | $94.8M | 7,094,952 |
 Klaviyo, Inc.$KVYO | 61.3#793 | $59.3M | 3,928,146 |
 Beta Bionics, Inc.$BBNX | 29.8 | $58.1M | 3,708,043 |
 SpyGlass Pharma, Inc.$SGP | — | $55.7M | 2,500,012 |
 Inhibikase Therapeutics, Inc.$IKT | — | $26.4M | 13,018,965 |
 DoorDash, Inc.$DASH | 71.0 | $23.5M | 127,562 |
 Coupang, Inc.$CPNG | 50.6 | $23.1M | 1,329,314 |
 Datadog, Inc.$DDOG | 71.4 | $21.1M | 80,851 |
 BioAge Labs, Inc.$BIOA | 26.8 | $19.3M | 786,353 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Sands Capital Ventures, LLC's 24 positions.
Showing top 10 of 24 holdings.
Sector Allocation
Technology
$267.8M
Healthcare
$204.3M
Financials
$94.8M
Industrials
$23.5M
Consumer Discretionary
$23.1M
Full Holdings — Sands Capital Ventures, LLC (Q2 2026)
All 24 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $ALMR | Alamar Biosciences, Inc. | $114.6M | 18.7% | NEW | — |
| 2 | $NU | Nu Holdings Ltd. | $94.8M | 15.4% | +9% | — |
| 3 | $KVYO | Klaviyo, Inc. | $59.3M | 9.7% | +8% | 61.3 |
| 4 | $BBNX | Beta Bionics, Inc. | $58.1M | 9.5% | +0% | 29.8 |
| 5 | $SGP | SpyGlass Pharma, Inc. | $55.7M | 9.1% | +0% | — |
| 6 | $IKT | Inhibikase Therapeutics, Inc. | $26.4M | 4.3% | +0% | — |
| 7 | $DASH | DoorDash, Inc. | $23.5M | 3.8% | +15% | 71 |
| 8 | $CPNG | Coupang, Inc. | $23.1M | 3.8% | +31% | 50.6 |
| 9 | $DDOG | Datadog, Inc. | $21.1M | 3.4% | -6% | 71.4 |
| 10 | $BIOA | BioAge Labs, Inc. | $19.3M | 3.1% | +0% | 26.8 |
| 11 |  $TXG | 10x Genomics, Inc. | $18.5M | 3.0% | +0% | 40.5 |
| 12 |  $IOT | Samsara Inc. | $16.7M | 2.7% | -8% | 68.6 |
| 13 |  $ODTX | Odyssey Therapeutics, Inc. | $16.4M | 2.7% | NEW | — |
| 14 |  $TOST | Toast, Inc. | $10.2M | 1.6% | +21% | 69.5 |
| 15 |  $ABOS | Acumen Pharmaceuticals, Inc. | $9.9M | 1.6% | +0% | — |
| 16 |  $TTAN | ServiceTitan, Inc. | $7.7M | 1.3% | +21% | 49.2 |
| 17 |  $CBRS | Cerebras Systems Inc. | $7.3M | 1.2% | NEW | — |
| 18 |  $SNOW | Snowflake Inc. | $6.2M | 1.0% | +21% | 54.9 |
| 19 |  $MNDY | monday.com Ltd. | $5.9M | 1.0% | +21% | — |
| 20 |  $TARS | Tarsus Pharmaceuticals, Inc. | $5.3M | 0.9% | +0% | 55 |
| 21 |  $TSHA | Taysha Gene Therapies, Inc. | $4.9M | 0.8% | +0% | 4.9 |
| 22 |  $CADL | Candel Therapeutics, Inc. | $4.2M | 0.7% | +0% | — |
| 23 |  $ACRV | Acrivon Therapeutics, Inc. | $4.1M | 0.7% | +8% | — |
| 24 |  $FIG | Figma, Inc. | $400,965 | 0.1% | +21% | 43.9 |
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