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Sands Capital Ventures Portfolio holdings

AUM $614M
1-Year Est. Return 19.92%
This Fund
S&P 500
This Quarter Est. Return
+16.97%
1 Year Est. Return
+19.92%
3 Year Est. Return
+166.76%
5 Year Est. Return
+157.76%
10 Year Est. Return
–
AUM
$614M
AUM Growth
+$192M
Cap. Flow
+$142M
Cap. Flow %
23.16%
Top 10 Hldgs %
80.82%
Holding
24
New
3
Increased
10
Reduced
2
Closed
–

Top Buys

Rank Stock Value
1
ALMR
Alamar Biosciences
ALMR
+$95.7M
2
ODTX
Odyssey Therapeutics
ODTX
+$15.3M
3
CBRS
Cerebras Systems
CBRS
+$7.73M
4
NU icon
Nu Holdings
NU
+$7.51M
5
CPNG icon
Coupang
CPNG
+$5.73M

Top Sells

Rank Stock Value
1
IOT icon
Samsara
IOT
+$1.38M
2
DDOG icon
Datadog
DDOG
+$919K

Sector Composition

Rank Sector Weight
1 Healthcare 54.99%
2 Technology 21.96%
3 Financials 15.45%
4 Consumer Discretionary 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ALMR
1
Alamar Biosciences
ALMR
$2.3B
$115M 18.68%
+4,230,926
New +$95.7M
NU icon
2
Nu Holdings
NU
$73.6B
$94.8M 15.45%
7,094,952
+557,183
+9% +$7.51M
KVYO icon
3
Klaviyo
KVYO
$5.26B
$59.3M 9.67%
3,928,146
+278,468
+8% +$4.62M
BBNX
4
Beta Bionics
BBNX
$790M
$58.1M 9.47%
3,708,043
– –
SGP
5
SpyGlass Pharma
SGP
$876M
$55.7M 9.07%
2,500,012
– –
IKT icon
6
Inhibikase Therapeutics
IKT
$336M
$26.4M 4.31%
13,018,965
– –
DASH icon
7
DoorDash
DASH
$94B
$23.5M 3.84%
127,562
+16,331
+15% +$2.7M
CPNG icon
8
Coupang
CPNG
$29B
$23.1M 3.76%
1,329,314
+317,223
+31% +$5.73M
DDOG icon
9
Datadog
DDOG
$91.7B
$21.1M 3.43%
80,851
-4,942
-6% -$919K
BIOA
10
BioAge Labs
BIOA
$487M
$19.3M 3.14%
786,353
– –
TXG icon
11
10x Genomics
TXG
$7.31B
$18.5M 3.01%
481,770
– –
IOT icon
12
Samsara
IOT
$23.2B
$16.7M 2.73%
515,658
-44,629
-8% -$1.38M
ODTX
13
Odyssey Therapeutics
ODTX
$996M
$16.4M 2.67%
+875,000
New +$15.3M
TOST icon
14
Toast
TOST
$20.1B
$10.2M 1.65%
364,879
+63,232
+21% +$1.65M
ABOS icon
15
Acumen Pharmaceuticals
ABOS
$193M
$9.93M 1.62%
3,720,105
– –
TTAN
16
ServiceTitan Inc
TTAN
$8.62B
$7.68M 1.25%
108,545
+18,689
+21% +$1.2M
CBRS
17
Cerebras Systems
CBRS
$52B
$7.25M 1.18%
+32,825
New +$7.73M
SNOW icon
18
Snowflake
SNOW
$114B
$6.23M 1.02%
24,498
+4,245
+21% +$781K
MNDY icon
19
monday.com
MNDY
$3.7B
$5.93M 0.97%
81,982
+14,114
+21% +$1.03M
TARS icon
20
Tarsus Pharmaceuticals
TARS
$3.04B
$5.35M 0.87%
85,000
– –
TSHA icon
21
Taysha Gene Therapies
TSHA
$1.94B
$4.94M 0.8%
724,873
– –
CADL icon
22
Candel Therapeutics
CADL
$897M
$4.18M 0.68%
405,837
– –
ACRV icon
23
Acrivon Therapeutics
ACRV
$83.6M
$4.07M 0.66%
2,289,271
+166,666
+8% +$283K
FIG
24
Figma
FIG
$13.5B
$401K 0.07%
22,165
+3,879
+21% +$78.1K

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Sands Capital Ventures's Q2 2026 Portfolio in Review

As of Q2 2026, Sands Capital Ventures held 24 positions worth $614M, up 46% from $421M the previous quarter. Its ten largest holdings account for 81% of the portfolio.

Sands Capital Ventures deployed $142M of net new capital in Q2 2026, opening 3 new positions and adding to 10 existing holdings. Its largest new stake was Alamar Biosciences: 4,230,926 shares worth $115M.

By sector, the portfolio is most concentrated in Healthcare at 55% of assets, up from 41% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Samsara, an estimated $1.38M trimmed.

  • Sands Capital Ventures's largest Q2 2026 buy was Alamar Biosciences: 4,230,926 shares worth $115M.
  • Sands Capital Ventures added most to Nu Holdings in Q2 2026, an estimated $7.51M increase.
  • Sands Capital Ventures's biggest Q2 2026 reduction was Samsara, cutting an estimated $1.38M.
  • Sands Capital Ventures's ten largest holdings make up 81% of its $614M portfolio in Q2 2026.
  • Sands Capital Ventures opened 3 new positions and closed 0 in Q2 2026.
  • Sands Capital Ventures's portfolio value rose 46% quarter-over-quarter to $614M.

Based on Sands Capital Ventures's 13F filing for Q2 2026, filed 13 Aug 2026.