Sands Capital Alternatives, LLC
Q3 2026 13F-HR Holdings
Net value change ($000)
+81,142
(13.2%)
New positions
1
Sold out positions
1
Turnover %
2.8%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to Q2 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 | 29,532 | 25.8% |
| TXG | 25,062 | 135.7% |
| FREENOME INC | 18,931 | NEW |
| BBNX | 17,775 | 30.6% |
| CEREBRAS SYSTEMS INC | 14,505 | 200.0% |
| SGP | 9,350 | 16.8% |
| ODYSSEY THERAPEUTICS INC | 3,072 | 18.8% |
| SNOW | 1,550 | 24.9% |
| TARS | 1,332 | 24.9% |
| KVYO | 889 | 1.5% |
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.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|