The Analysis of Sands Capital Alternatives, LLC's Holdings

Currently, Sands Capital Alternatives, LLC holds 20 types of securities in its portfolio with a total value $518.5M. In the most recent quarter, they have increased their positions in TTAN (+89.9K shares, valued at $9.6M), TOST (+145.0K shares, valued at $5.2M), KVYO (+134.6K shares, valued at $4.4M); decreased their positions in TARS (-85.0K shares, valued at $7.0M), NU (-314.0K shares, valued at $5.3M), IOT (-132.7K shares, valued at $4.7M); initiated new positions in TTAN (+89.9K shares, valued at $9.6M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

KVYO KLAVIYO INC3.6M shares3.83%2025-12-312026-02-13

NU NU HLDGS LTD6.9M shares-4.38%2025-12-312026-02-13

BBNX BETA BIONICS INC3.6M shares0.00%2025-12-312026-02-13

INHIBIKASE THERAPEUTICS INC INHIBIKASE THERAPEUTICS INC13.0M shares18.89%2025-12-312026-02-13

DASH DOORDASH INC95.6K shares6.07%2025-12-312026-02-13

CPNG COUPANG INC870.4K shares9.49%2025-12-312026-02-13

IOT SAMSARA INC466.2K shares-22.16%2025-12-312026-02-13

DDOG DATADOG INC85.8K shares-27.73%2025-12-312026-02-13

Sponsored

TOST TOAST INC301.6K shares92.62%2025-12-312026-02-13

BIOA BIOAGE LABS INC786.4K shares0.00%2025-12-312026-02-13

MNDY MONDAY COM LTD67.9K shares16.34%2025-12-312026-02-13

TTAN SERVICETITAN INC89.9K sharesnew addition2025-12-312026-02-13

TXG 10X GENOMICS INC481.8K shares0.00%2025-12-312026-02-13

ABOS ACUMEN PHARMACEUTICALS INC3.4M shares0.00%2025-12-312026-02-13

TARS TARSUS PHARMACEUTICALS INC85.0K shares-50.00%2025-12-312026-02-13

ACRV ACRIVON THERAPEUTICS INC2.1M shares0.00%2025-12-312026-02-13