Sands Capital Alternatives, LLC 13F 持仓 · 2026年Q2
Sands Capital Alternatives 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 24 只证券，申报市值合计 6.14 亿美元。前几大持仓：ALMR（18.68%）、NU（15.45%）、KVYO（9.67%）。本季前 25 大持仓中：新建仓 3 只、增持 10 只、减持 2 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ALMR | ALAMAR BIOSCIENCES INC | $114.6M | 18.68% | 4.2M | 新建仓 |
| 2 | NU | NU HLDGS LTD | $94.8M | 15.45% | 7.1M | 增持 |
| 3 | KVYO | KLAVIYO INC | $59.3M | 9.67% | 3.9M | 增持 |
| 4 | BBNX | BETA BIONICS INC | $58.1M | 9.47% | 3.7M | 持平 |
| 5 | SGP | SPYGLASS PHARMA INC | $55.7M | 9.07% | 2.5M | 持平 |
| 6 | IKT | INHIBIKASE THERAPEUTICS INC | $26.4M | 4.31% | 13.0M | 持平 |
| 7 | DASH | DOORDASH INC | $23.5M | 3.84% | 127,562 | 增持 |
| 8 | CPNG | COUPANG INC | $23.1M | 3.76% | 1.3M | 增持 |
| 9 | DDOG | DATADOG INC | $21.1M | 3.43% | 80,851 | 减持 |
| 10 | BIOA | BIOAGE LABS INC | $19.3M | 3.14% | 786,353 | 持平 |
| 11 | TXG | 10X GENOMICS INC | $18.5M | 3.01% | 481,770 | 持平 |
| 12 | IOT | SAMSARA INC | $16.7M | 2.73% | 515,658 | 减持 |
| 13 | ODTX | ODYSSEY THERAPEUTICS INC | $16.4M | 2.67% | 875,000 | 新建仓 |
| 14 | TOST | TOAST INC | $10.2M | 1.65% | 364,879 | 增持 |
| 15 | ABOS | ACUMEN PHARMACEUTICALS INC | $9.9M | 1.62% | 3.7M | 持平 |
| 16 | TTAN | SERVICETITAN INC | $7.7M | 1.25% | 108,545 | 增持 |
| 17 | CBRS | CEREBRAS SYSTEMS INC | $7.3M | 1.18% | 32,825 | 新建仓 |
| 18 | SNOW | SNOWFLAKE INC | $6.2M | 1.02% | 24,498 | 增持 |
| 19 | MNDY | MONDAY COM LTD | $5.9M | 0.97% | 81,982 | 增持 |
| 20 | TARS | TARSUS PHARMACEUTICALS INC | $5.3M | 0.87% | 85,000 | 持平 |
| 21 | TSHA | TAYSHA GENE THERAPIES INC | $4.9M | 0.80% | 724,873 | 持平 |
| 22 | CADL | CANDEL THERAPEUTICS INC | $4.2M | 0.68% | 405,837 | 持平 |
| 23 | ACRV | ACRIVON THERAPEUTICS INC | $4.1M | 0.66% | 2.3M | 增持 |
| 24 | FIG | FIGMA INC | $400,965 | 0.07% | 22,165 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR