SCV

Sands Capital Ventures Portfolio holdings

AUM $518M
1-Year Est. Return 34.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$518M
AUM Growth
+$62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
21
New
Increased
Reduced
Closed

Top Buys

1
+$8.78M
2
+$5.23M
3
+$3.77M
4
IKT icon
Inhibikase Therapeutics
IKT
+$3.29M
5
CPNG icon
Coupang
CPNG
+$2.15M

Top Sells

1
+$7.66M
2
+$6.35M
3
+$5.2M
4
IOT icon
Samsara
IOT
+$5.14M
5
NU icon
Nu Holdings
NU
+$5.05M

Sector Composition

1 Technology 35.13%
2 Healthcare 34.58%
3 Financials 22.15%
4 Consumer Discretionary 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KVYO icon
1
Klaviyo
KVYO
$5.69B
$119M 22.86%
3,649,678
+134,613
NU icon
2
Nu Holdings
NU
$66B
$115M 22.15%
6,861,399
-314,035
BBNX
3
Beta Bionics
BBNX
$478M
$109M 20.98%
3,570,113
IKT icon
4
Inhibikase Therapeutics
IKT
$204M
$26.7M 5.15%
13,018,965
+2,068,965
DASH icon
5
DoorDash
DASH
$63.7B
$21.7M 4.18%
95,618
+5,476
CPNG icon
6
Coupang
CPNG
$33.1B
$20.5M 3.96%
870,424
+75,418
IOT icon
7
Samsara
IOT
$17.3B
$16.5M 3.19%
466,190
-132,724
DDOG icon
8
Datadog
DDOG
$40.5B
$11.7M 2.25%
85,793
-32,914
TOST icon
9
Toast
TOST
$15.1B
$10.7M 2.07%
301,647
+145,043
BIOA
10
BioAge Labs
BIOA
$717M
$10.4M 2.01%
786,353
MNDY icon
11
monday.com
MNDY
$3.4B
$10M 1.93%
67,868
+9,532
TTAN
12
ServiceTitan Inc
TTAN
$5.75B
$9.57M 1.85%
+89,856
TXG icon
13
10x Genomics
TXG
$2.49B
$7.86M 1.52%
481,770
ABOS icon
14
Acumen Pharmaceuticals
ABOS
$137M
$7.21M 1.39%
3,417,075
TARS icon
15
Tarsus Pharmaceuticals
TARS
$2.82B
$6.96M 1.34%
85,000
-85,000
ACRV icon
16
Acrivon Therapeutics
ACRV
$51.5M
$5.12M 0.99%
2,122,605
SNOW icon
17
Snowflake
SNOW
$52.8B
$4.44M 0.86%
20,253
-6,752
TSHA icon
18
Taysha Gene Therapies
TSHA
$1.17B
$3.99M 0.77%
724,873
CADL icon
19
Candel Therapeutics
CADL
$352M
$2.29M 0.44%
405,837
FIG
20
Figma
FIG
$10.5B
$683K 0.13%
18,286
CRWD icon
21
CrowdStrike
CRWD
$93.7B
– –
-15,615