SCV

Sands Capital Ventures Portfolio holdings

AUM $456M
1-Year Est. Return 30.82%
This Quarter Est. Return
1 Year Est. Return
+30.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$456M
AUM Growth
-$51.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
20
New
Increased
Reduced
Closed

Top Buys

1 +$5.98M
2 +$948K

Top Sells

1 +$79.2M
2 +$1.74M

Sector Composition

1 Technology 36.87%
2 Healthcare 26.98%
3 Financials 25.17%
4 Consumer Discretionary 10.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NU icon
1
Nu Holdings
NU
$79.3B
$115M 25.17%
7,175,434
KVYO icon
2
Klaviyo
KVYO
$9.7B
$97.3M 21.33%
3,515,065
BBNX
3
Beta Bionics
BBNX
$1.32B
$70.9M 15.54%
3,570,113
CPNG icon
4
Coupang
CPNG
$42B
$25.6M 5.61%
795,006
-54,025
DASH icon
5
DoorDash
DASH
$102B
$24.5M 5.37%
90,142
-291,060
IOT icon
6
Samsara
IOT
$22.2B
$22.3M 4.89%
598,914
+160,429
IKT icon
7
Inhibikase Therapeutics
IKT
$196M
$17.7M 3.89%
10,950,000
DDOG icon
8
Datadog
DDOG
$48.9B
$16.9M 3.7%
118,707
MNDY icon
9
monday.com
MNDY
$7.61B
$11.3M 2.48%
58,336
TARS icon
10
Tarsus Pharmaceuticals
TARS
$3.39B
$10.1M 2.21%
170,000
CRWD icon
11
CrowdStrike
CRWD
$122B
$7.66M 1.68%
15,615
SNOW icon
12
Snowflake
SNOW
$75.9B
$6.09M 1.33%
27,005
ABOS icon
13
Acumen Pharmaceuticals
ABOS
$134M
$5.84M 1.28%
3,417,075
TOST icon
14
Toast
TOST
$21.5B
$5.72M 1.25%
156,604
TXG icon
15
10x Genomics
TXG
$2.03B
$5.63M 1.23%
481,770
BIOA
16
BioAge Labs
BIOA
$472M
$4.62M 1.01%
786,353
ACRV icon
17
Acrivon Therapeutics
ACRV
$69.7M
$3.84M 0.84%
2,122,605
TSHA icon
18
Taysha Gene Therapies
TSHA
$1.56B
$2.37M 0.52%
724,873
CADL icon
19
Candel Therapeutics
CADL
$307M
$2.07M 0.45%
405,837
FIG
20
Figma
FIG
$19B
$948K 0.21%
+18,286