Evid Invest
Holders — by stockHoldings — by fund

Sands Capital Alternatives, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1846444

$613.5M

disclosed book value

24

positions

18.7%

largest position share

Positions, as of 2026-06-30

top 24 of 24 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1ALMRALAMAR BIOSCIENCES INC4.2M$114.6M18.7%
2NU HLDGS LTD7.1M$94.8M15.4%
3KVYOKLAVIYO INC3.9M$59.3M9.7%
4BBNXBETA BIONICS INC3.7M$58.1M9.5%
5SGPSPYGLASS PHARMA INC2.5M$55.7M9.1%
6IKTINHIBIKASE THERAPEUTICS INC13.0M$26.4M4.3%
7DASHDOORDASH INC127,562$23.5M3.8%
8CPNGCOUPANG INC1.3M$23.1M3.8%
9DDOGDATADOG INC80,851$21.1M3.4%
10BIOABIOAGE LABS INC786,353$19.3M3.1%
11TXG10X GENOMICS INC481,770$18.5M3%
12IOTSAMSARA INC515,658$16.7M2.7%
13ODTXODYSSEY THERAPEUTICS INC875,000$16.4M2.7%
14TOSTTOAST INC364,879$10.2M1.7%
15ABOSACUMEN PHARMACEUTICALS INC3.7M$9.9M1.6%
16TTANSERVICETITAN INC108,545$7.7M1.3%
17CBRSCEREBRAS SYSTEMS INC32,825$7.3M1.2%
18SNOWSNOWFLAKE INC24,498$6.2M1%
19MONDAY COM LTD81,982$5.9M1%
20TARSTARSUS PHARMACEUTICALS INC85,000$5.3M0.9%
21TSHATAYSHA GENE THERAPIES INC724,873$4.9M0.8%
22CADLCANDEL THERAPEUTICS INC405,837$4.2M0.7%
23ACRVACRIVON THERAPEUTICS INC2.3M$4.1M0.7%
24FIGFIGMA INC22,165$400,9650.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.