Sands Capital Alternatives, LLC

CIK: 0001846444SEC EDGAR →

Portfolio Value

$518.5M

Holdings

20

As of

Q4 2025

New Positions

20

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

KLAVIYO INC

3,649,678$118.5M
22.86%
2

NU HLDGS LTD

6,861,399$114.9M
22.15%
3

BETA BIONICS INC

3,570,113$108.8M
20.98%
4

INHIBIKASE THERAPEUTICS INC

13,018,965$26.7M
5.15%
5

DOORDASH INC

95,618$21.7M
4.18%
6

COUPANG INC

870,424$20.5M
3.96%
7

SAMSARA INC

466,190$16.5M
3.19%
8

DATADOG INC

85,793$11.7M
2.25%
9

TOAST INC

301,647$10.7M
2.07%
10

BIOAGE LABS INC

786,353$10.4M
2.01%

Quarterly Changes

Top Buys

KVYO↑ Increased
$21.2M
TTANNEW
$9.6M
IKT↑ Increased
$8.9M
CPNG↑ Increased
$5.1M
TOST↑ Increased
$5.0M

Top Sells

CRWDCLOSED
$7.7M
IOT↓ Decreased
$5.8M
DDOG↓ Decreased
$5.2M
TARS↓ Decreased
$3.1M
SNOW↓ Decreased
$1.6M

New Positions (1)

$9.6M · 90K shares

Closed Positions (1)

$7.7M · 16K shares

Sector Breakdown

Sector# HoldingsValue%
Technology8$182.1M35.1%
Healthcare9$179.3M34.6%
Financial Services1$114.9M22.2%
Communication Services1$21.7M4.2%
Consumer Cyclical1$20.5M4.0%