Sands Capital Alternatives, LLC

Q2 2026 13F-HR Holdings

Location
Arlington, VA
Holdings as of
6/30/2026
Date filed
8/13/2026
Form type
13F-HR
Num holdings
24
Total value ($000)
$613,546
Net value change ($000)
+192,348 (45.7%)
New positions
3
Sold out positions
0
Turnover %
22.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
ALAMAR BIOSCIENCES INC 114,616 NEW
BBNX 20,950 56.4%
ODYSSEY THERAPEUTICS INC 16,371 NEW
DDOG 10,922 107.8%
TXG 8,243 80.6%
CEREBRAS SYSTEMS INC 7,254 NEW
DASH 6,838 40.9%
BIOA 5,521 40.1%
IKT 4,556 20.8%
CPNG 3,982 20.8%
Top Reduces (Value $000, Stocks/ETFs)
KVYO -11,708 -16.5%
SGP -9,125 -14.1%
IOT -1,032 -5.8%
TARS -613 -10.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type