SCV
Sands Capital Ventures Portfolio holdings
AUM
$508M
1-Year Est. Return
48.12%
1 Year Est. Return
+48.12%
AUM
$508M
AUM Growth
+$98.9M
(+24%)
Holding
20
Top Buys
| 1 | +$7.36M | |
| 2 | +$6.79M | |
| 3 | +$2.65M | |
| 4 |
Klaviyo
KVYO
|
+$2.4M |
| 5 |
Coupang
CPNG
|
+$166K |
Sector Composition
| 1 | Technology | 37.55% |
| 2 | Consumer Discretionary | 23.51% |
| 3 | Healthcare | 19.55% |
| 4 | Financials | 19.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Klaviyo
KVYO
$7.78B
| $118M | 23.24% |
3,515,065
+71,550
|
|
||
2
Nu Holdings
NU
$77.3B
| $98.4M | 19.39% |
7,175,434
+11,079
|
|
||
3
DoorDash
DASH
$104B
| $94M | 18.5% |
381,202
+498
|
|
||
|
BBNX
4
Beta Bionics
BBNX
$1.24B
| $52M | 10.24% |
3,570,113
+466,331
|
|
||
|
5
Coupang
CPNG
$57.8B
| $25.4M | 5.01% |
849,031
+5,555
|
|
||
6
Inhibikase Therapeutics
IKT
$112M
| $21.4M | 4.2% |
10,950,000
|
|
||
7
monday.com
MNDY
$10.7B
| $18.3M | 3.61% |
58,336
+8,428
|
|
||
8
Samsara
IOT
$23.1B
| $17.4M | 3.43% |
438,485
+185,053
|
|
||
9
Datadog
DDOG
$56.6B
| $15.9M | 3.14% |
118,707
+777
|
|
||
10
CrowdStrike
CRWD
$138B
| $7.95M | 1.57% |
15,615
+55
|
|
||
11
Toast
TOST
$20.9B
| $6.94M | 1.37% |
156,604
-54,007
|
|
||
12
Tarsus Pharmaceuticals
TARS
$2.89B
| $6.89M | 1.36% |
170,000
|
|
||
13
Snowflake
SNOW
$93.9B
| $6.04M | 1.19% |
27,005
+177
|
|
||
14
10x Genomics
TXG
$1.63B
| $5.58M | 1.1% |
481,770
|
|
||
15
Acumen Pharmaceuticals
ABOS
$129M
| $3.96M | 0.78% |
3,417,075
|
|
||
|
BIOA
16
BioAge Labs
BIOA
$258M
| $3.25M | 0.64% |
786,353
|
|
||
17
Acrivon Therapeutics
ACRV
$68.9M
| $2.53M | 0.5% |
2,122,605
|
|
||
18
Candel Therapeutics
CADL
$289M
| $2.05M | 0.4% |
405,837
|
|
||
19
Taysha Gene Therapies
TSHA
$1.21B
| $1.67M | 0.33% |
724,873
|
|
||
20
UiPath
PATH
$8.38B
| – | – |
-395,855
|
|