Sands Capital Alternatives, LLC holds a concentrated book of 24 stocks worth $613.5M as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they opened Alamar Biosciences Inc and trimmed Datadog Inc - Class A. Their largest long position is Alamar Biosciences Inc at 19% of the equity book. Cloning the disclosed picks since 2021 would be -51% (-13.7%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned -20.8%, a 30.1-point gap that is the cost of the ~44-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Sands Capital Alternatives, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~44 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
97% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Sands Capital Alternatives, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | 24 / 24 | $7.7B |
| BlackRock, Inc. | 21 / 24 | $20.9B |
| STATE STREET CORP | 21 / 24 | $11.7B |
| VANGUARD CAPITAL MANAGEMENT LLC | 21 / 24 | $10.5B |
| MORGAN STANLEY | 21 / 24 | $8.2B |
| JPMORGAN CHASE & CO | 21 / 24 | $6.1B |
| GOLDMAN SACHS GROUP INC | 21 / 24 | $3.3B |
| BANK OF AMERICA CORP /DE/ | 21 / 24 | $2.6B |
Ranked by how many of Sands Capital Alternatives, LLC's top 24 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Alamar Biosciences Inc COMMON STOCK | $114.6M | 4.23M | 18.7% | ▲New New position | |
| 2 | Nu Hldgs Ltd ORD SHS CL A | $94.8M | 7.09M | 15.4% | ▲+8.5% Added · +557K sh | |
| 3 | Klaviyo Inc COM SER A | $59.3M | 3.93M | 9.7% | ▲+7.6% Added · +278K sh | |
| 4 | Beta Bionics Inc COM | $58.1M | 3.71M | 9.5% | —Held | |
| 5 | Spyglass Pharma Inc COM SHS | $55.7M | 2.50M | 9.1% | —Held | |
| 6 | Inhibikase Therapeutics Inc COM NEW | $26.4M | 13.02M | 4.3% | —Held | |
| 7 | Doordash Inc CL A | $23.5M | 127.6K | 3.8% | ▲+15% Added · +16K sh | |
| 8 | Coupang Inc CL A | $23.1M | 1.33M | 3.8% | ▲+31% Added · +317K sh | |
| 9 | Datadog Inc CL A COM | $21.1M | 80.9K | 3.4% | ▼−5.8% Reduced · −5K sh | |
| 10 | Bioage Labs Inc COM | $19.3M | 786.4K | 3.1% | —Held | |
| 11 | 10X Genomics Inc CL A COM | $18.5M | 481.8K | 3.0% | —Held | |
| 12 | Samsara Inc COM CL A | $16.7M | 515.7K | 2.7% | ▼−8.0% Reduced · −45K sh | |
| 13 | Odyssey Therapeutics Inc COMMON STOCK | $16.4M | 875.0K | 2.7% | ▲New New position | |
| 14 | Toast Inc CL A | $10.2M | 364.9K | 1.7% | ▲+21% Added · +63K sh | |
| 15 | Acumen Pharmaceuticals Inc COM | $9.9M | 3.72M | 1.6% | —Held | |
| 16 | Servicetitan Inc SHS CL A | $7.7M | 108.5K | 1.3% | ▲+21% Added · +19K sh | |
| 17 | Cerebras Systems Inc COM CL A | $7.3M | 32.8K | 1.2% | ▲New New position | |
| 18 | Snowflake Inc COM SHS | $6.2M | 24.5K | 1.0% | ▲+21% Added · +4K sh | |
| 19 | Monday Com Ltd SHS | $5.9M | 82.0K | 1.0% | ▲+21% Added · +14K sh | |
| 20 | Tarsus Pharmaceuticals Inc COM | $5.3M | 85.0K | 0.9% | —Held | |
| 21 | Taysha Gene Therapies Inc COM SHS | $4.9M | 724.9K | 0.8% | —Held | |
| 22 | Candel Therapeutics Inc COM | $4.2M | 405.8K | 0.7% | —Held | |
| 23 | Acrivon Therapeutics Inc COMMON STOCK | $4.1M | 2.29M | 0.7% | ▲+7.8% Added · +167K sh | |
| 24 | Figma Inc CLASS A COM STK | $401K | 22.2K | 0.1% | ▲+21% Added · +4K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1846444/holdings"
Use Arkolith to show Sands Capital Alternatives, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 13, 2026 | 24 | $613.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 8, 2026 | 21 | $421.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 20 | $518.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 20 | $456.4M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 19 | $507.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 20 | $408.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 21 | $459.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 13, 2024 | 20 | $355.8M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 13, 2024 | 20 | $298.6M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 14, 2024 | 20 | $414.7M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 13, 2024 | 21 | $359.5M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 23 | $338.0M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 15, 2023 | 21 | $338.1M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 12, 2023 | 23 | $404.6M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 13, 2023 | 24 | $365.1M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 9, 2022 | 18 | $344.1M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 12, 2022 | 19 | $364.2M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 13, 2022 | 18 | $478.7M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Jan 21, 2022 | 16 | $674.7M | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 12, 2021 | 13 | $663.2M | 13F-HR/A |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.