Sands Capital Ventures, LLC
13F Reported Value
ⓘ$421.2M
Holdings
21
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Sands Capital Ventures, LLC disclosed 21 positions worth $421.2M in its Form 13F-HR for Q1 2026, led by $NU (Nu Holdings Ltd.) at 22.3% of the equity portfolio, followed by $KVYO and $SGP. During the quarter the fund opened 1 new position and exited 0 — including a new stake in $SGP. The portfolio is most concentrated in Healthcare (38.1% 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 — Q1 2026
Click any card to unlockTop Holdings
- —
Quality
$93.9M6,537,769 sh - 50.7#1,436
Quality
$71.0M3,649,678 sh - —
Quality
$64.8M2,500,012 sh - 22.8
Quality
$37.2M3,708,043 sh - —
Quality
$21.9M13,018,965 sh - 56.4
Quality
$19.1M1,012,091 sh - 61.3
Quality
$17.8M560,287 sh - 70.6
Quality
$16.7M111,231 sh - 28.6
Quality
$13.8M786,353 sh - 44.1
Quality
$10.2M481,770 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Nu Holdings Ltd.$NU | — | $93.9M | 6,537,769 |
 Klaviyo, Inc.$KVYO | 50.7#1,436 | $71.0M | 3,649,678 |
 SpyGlass Pharma, Inc.$SGP | — | $64.8M | 2,500,012 |
 Beta Bionics, Inc.$BBNX | 22.8 | $37.2M | 3,708,043 |
 Inhibikase Therapeutics, Inc.$IKT | — | $21.9M | 13,018,965 |
 Coupang, Inc.$CPNG | 56.4 | $19.1M | 1,012,091 |
 Samsara Inc.$IOT | 61.3 | $17.8M | 560,287 |
 DoorDash, Inc.$DASH | 70.6 | $16.7M | 111,231 |
 BioAge Labs, Inc.$BIOA | 28.6 | $13.8M | 786,353 |
 10x Genomics, Inc.$TXG | 44.1 | $10.2M | 481,770 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Sands Capital Ventures, LLC's 21 positions.
Showing top 10 of 21 holdings.
Sector Allocation
Healthcare
$160.5M
Technology
$131.0M
Financials
$93.9M
Consumer Discretionary
$19.1M
Industrials
$16.7M
Full Holdings — Sands Capital Ventures, LLC (Q1 2026)
All 21 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 | $NU | Nu Holdings Ltd. | $93.9M | 22.3% | -5% | — |
| 2 | $KVYO | Klaviyo, Inc. | $71.0M | 16.9% | +0% | 50.7 |
| 3 | $SGP | SpyGlass Pharma, Inc. | $64.8M | 15.4% | NEW | — |
| 4 | $BBNX | Beta Bionics, Inc. | $37.2M | 8.8% | +4% | 22.8 |
| 5 | $IKT | Inhibikase Therapeutics, Inc. | $21.9M | 5.2% | +0% | — |
| 6 | $CPNG | Coupang, Inc. | $19.1M | 4.5% | +16% | 56.4 |
| 7 | $IOT | Samsara Inc. | $17.8M | 4.2% | +20% | 61.3 |
| 8 | $DASH | DoorDash, Inc. | $16.7M | 4.0% | +16% | 70.6 |
| 9 | $BIOA | BioAge Labs, Inc. | $13.8M | 3.3% | +0% | 28.6 |
| 10 | $TXG | 10x Genomics, Inc. | $10.2M | 2.4% | +0% | 44.1 |
| 11 |  $DDOG | Datadog, Inc. | $10.1M | 2.4% | +0% | 62.9 |
| 12 |  $ABOS | Acumen Pharmaceuticals, Inc. | $8.8M | 2.1% | +9% | — |
| 13 |  $TOST | Toast, Inc. | $8.0M | 1.9% | +0% | 69.5 |
| 14 |  $TARS | Tarsus Pharmaceuticals, Inc. | $6.0M | 1.4% | +0% | 40.8 |
| 15 |  $TTAN | ServiceTitan, Inc. | $5.7M | 1.4% | +0% | 42.7 |
| 16 |  $MNDY | monday.com Ltd. | $4.7M | 1.1% | +0% | — |
| 17 |  $TSHA | Taysha Gene Therapies, Inc. | $3.2M | 0.8% | +0% | 4.1 |
| 18 |  $SNOW | Snowflake Inc. | $3.1M | 0.7% | +0% | 49.6 |
| 19 |  $ACRV | Acrivon Therapeutics, Inc. | $3.0M | 0.7% | +0% | — |
| 20 |  $CADL | Candel Therapeutics, Inc. | $2.0M | 0.5% | +0% | — |
| 21 |  $FIG | Figma, Inc. | $386,566 | 0.1% | +0% | 45.2 |
New Positions (1)
$SGP SpyGlass Pharma, Inc.$64.8MBrowse Top Institutional Investors
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