Sands Capital Alternatives
Sands Capital Alternatives reported 24 stocks worth $614M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are ALMR (18.7%), NU (15.4%) and KVYO (9.7%). Compared with Q1 2026, the fund opened new positions in ALMR, ODTX and CBRS, added to NU, KVYO and DASH and trimmed DDOG and IOT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  ALMR Alamar Biosciences Inc | $115M | 18.7% | 4.2M | New position | 1 of 8 | |
| 2 |  NU NU Hldgs Ltd | $94.8M | 15.4% | 7.1M | +557K (+9%) | 8 of 8 | |
| 3 |  KVYO Klaviyo Inc | $59.3M | 9.7% | 3.9M | +278K (+8%) | 8 of 8 | |
| 4 |  BBNX Beta Bionics Inc | $58.1M | 9.5% | 3.7M | No change | 6 of 8 | |
| 5 |  SGP Spyglass Pharma Inc | $55.7M | 9.1% | 2.5M | No change | 2 of 8 | |
| 6 |  IKT Inhibikase Therapeutics Inc | $26.4M | 4.3% | 13M | No change | 7 of 8 | |
| 7 |  DASH Doordash Inc | $23.5M | 3.8% | 128K | +16K (+15%) | 8 of 8 | |
| 8 |  CPNG Coupang Inc | $23.1M | 3.8% | 1.3M | +317K (+31%) | 8 of 8 | |
| 9 |  DDOG Datadog Inc | $21.1M | 3.4% | 81K | −4,942 (−6%) | 8 of 8 | |
| 10 |  BIOA Bioage Labs Inc | $19.3M | 3.1% | 786K | No change | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Sands Capital Alternatives 13F FAQ
What does Sands Capital Alternatives own?
Sands Capital Alternatives reported 24 stocks worth $614M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are ALMR (18.7%), NU (15.4%) and KVYO (9.7%). The table above lists every position in the filing (the top 10 without an account).
What did Sands Capital Alternatives buy and sell in Q2 2026?
Compared with Q1 2026: 3 new positions, 10 added to, 2 trimmed and 0 sold out. New positions include ALMR, ODTX and CBRS.
When will Sands Capital Alternatives file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Sands Capital Alternatives's portfolio worth?
The Q2 2026 filing reports $614M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.