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Sands Capital Ventures Portfolio holdings
AUM
$695M
Turnover
8%
1-Year Est. Return
31.12%
This Fund
S&P 500
This Quarter Est. Return
+17.83%
1 Year Est. Return
+31.12%
3 Year Est. Return
+228.37%
5 Year Est. Return
+214.65%
10 Year Est. Return
–
AUM
$695M
AUM Growth
+$81.1M
(+13%)
Cap. Flow
+$16.9M
Cap. Flow % of AUM
Cap. Flow %
2.43%
Top 10 Holdings %
Top 10 Hldgs %
81.33%
Holding
25
New
1
Increased
2
Reduced
10
Closed
1
Avg Time Held
2.9
years
Top 10 Avg Time Held
1.7
years
Top 20 Avg Time Held
2.7
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Cerebras Systems
CBRS
|
+$18M |
| 2 |
Freenome Inc
FRNM
|
+$16.5M |
| 3 |
Beta Bionics
BBNX
|
+$5.21M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Samsara
IOT
|
+$4.6M |
| 2 |
Datadog
DDOG
|
+$4.41M |
| 3 |
DoorDash
DASH
|
+$4.09M |
| 4 |
Klaviyo
KVYO
|
+$1.77M |
| 5 |
Toast
TOST
|
+$1.61M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 61.43% |
| 2 | Technology | 20.51% |
| 3 | Financials | 12.74% |
| 4 | Consumer Discretionary | 5.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
1
Alamar Biosciences
ALMR
$2.14B
| $144M | 20.75% |
4,230,926
| – | – |
2026 Q2
1 quarter
|
|
2
Nu Holdings
NU
$63.9B
| $88.5M | 12.74% |
6,991,934
-103,018
| -1% | -$1.46M |
2021 Q4
19 quarters
|
|
|
3
Beta Bionics
BBNX
$893M
| $75.9M | 10.92% |
3,997,898
+289,855
| +8% | +$5.21M |
2025 Q1
6 quarters
|
|
4
SpyGlass Pharma
SGP
$1.1B
| $65M | 9.36% |
2,500,012
| – | – |
2026 Q1
2 quarters
|
|
|
5
Klaviyo
KVYO
$6.23B
| $60.2M | 8.67% |
3,827,359
-100,787
| -3% | -$1.77M |
2023 Q3
12 quarters
|
|
6
10x Genomics
TXG
$7.65B
| $43.5M | 6.27% |
481,770
| – | – |
2022 Q2
17 quarters
|
|
7
Inhibikase Therapeutics
IKT
$213M
| $26.8M | 3.86% |
13,018,965
| – | – |
2024 Q4
7 quarters
|
|
|
8
Cerebras Systems
CBRS
$25.8B
| $21.8M | 3.13% |
122,484
+89,659
| +273% | +$18M |
2026 Q2
1 quarter
|
|
|
9
DoorDash
DASH
$74.8B
| $19.7M | 2.84% |
107,301
-20,261
| -16% | -$4.09M |
2021 Q3
20 quarters
|
|
10
Odyssey Therapeutics
ODTX
$920M
| $19.4M | 2.8% |
875,000
| – | – |
2026 Q2
1 quarter
|
|
|
11
Freenome Inc
FRNM
$1.15B
| $18.9M | 2.73% |
+1,201,998
| New | +$16.5M |
2026 Q3
0 quarters
|
|
12
Coupang
CPNG
$27.2B
| $17.3M | 2.48% |
1,244,409
-84,905
| -6% | -$1.36M |
2022 Q4
15 quarters
|
|
|
13
Datadog
DDOG
$66.5B
| $17.3M | 2.48% |
63,020
-17,831
| -22% | -$4.41M |
2022 Q4
15 quarters
|
|
|
14
Samsara
IOT
$24.2B
| $15.1M | 2.17% |
395,621
-120,037
| -23% | -$4.6M |
2021 Q4
19 quarters
|
|
|
15
Toast
TOST
$20.1B
| $9.13M | 1.31% |
314,907
-49,972
| -14% | -$1.61M |
2022 Q4
15 quarters
|
|
16
Acumen Pharmaceuticals
ABOS
$15.5M
| $8.26M | 1.19% |
3,720,105
| – | – |
2021 Q3
20 quarters
|
|
17
Snowflake
SNOW
$103B
| $7.78M | 1.12% |
22,926
-1,572
| -6% | -$486K |
2021 Q3
20 quarters
|
|
18
Tarsus Pharmaceuticals
TARS
$3.96B
| $6.68M | 0.96% |
85,000
| – | – |
2021 Q3
20 quarters
|
|
19
ServiceTitan Inc
TTAN
$7.97B
| $5.99M | 0.86% |
91,101
-17,444
| -16% | -$1.36M |
2025 Q4
3 quarters
|
|
20
BioAge Labs
BIOA
$255M
| $5.58M | 0.8% |
786,353
| – | – |
2024 Q3
8 quarters
|
|
21
monday.com
MNDY
$3.3B
| $5.27M | 0.76% |
67,182
-14,800
| -18% | -$1.28M |
2024 Q4
7 quarters
|
|
22
Acrivon Therapeutics
ACRV
$62.1M
| $4.69M | 0.68% |
2,289,271
| – | – |
2022 Q4
15 quarters
|
|
23
Candel Therapeutics
CADL
$474M
| $4.24M | 0.61% |
405,837
| – | – |
2021 Q3
20 quarters
|
|
24
Taysha Gene Therapies
TSHA
$1.34B
| $3.53M | 0.51% |
724,873
| – | – |
2021 Q3
20 quarters
|
|
25
Figma
FIG
$10.4B
| – | – |
-22,165
| Closed | -$401K | – |
|
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Sands Capital Ventures's Q3 2026 Portfolio in Review
As of Q3 2026, Sands Capital Ventures held 25 positions worth $695M, up 13% from $614M the previous quarter. Its ten largest holdings account for 81% of the portfolio.
Sands Capital Ventures's Q3 2026 filing shows 1 new, 2 increased, 10 reduced and 1 closed positions. Its largest new stake was Freenome Inc: 1,201,998 shares worth $18.9M. The largest sale was Samsara, an estimated $4.6M.
By sector, the portfolio is most concentrated in Healthcare at 61% of assets, up from 55% a quarter earlier, followed by Technology and Financials.
- Sands Capital Ventures's largest Q3 2026 buy was Freenome Inc: 1,201,998 shares worth $18.9M.
- Sands Capital Ventures added most to Cerebras Systems in Q3 2026, an estimated $18M increase.
- Sands Capital Ventures's biggest Q3 2026 reduction was Samsara, cutting an estimated $4.6M.
- Sands Capital Ventures fully exited Figma in Q3 2026, selling an estimated $401K.
- Sands Capital Ventures's ten largest holdings make up 81% of its $695M portfolio in Q3 2026.
- Sands Capital Ventures opened 1 new position and closed 1 in Q3 2026.
- Sands Capital Ventures's portfolio value rose 13% quarter-over-quarter to $695M.
Based on Sands Capital Ventures's 13F filing for Q3 2026, filed 13 Nov 2026.