Sands Capital Alternatives, LLC
ARLINGTON VA · SEC CIK 0001846444
$4.21亿2026Q1 申报市值
21持仓数
87.0%前十大占比 · 第一大 22.3%
1 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SGP 新建仓+$6,477.53万
IOT 加仓+$298.19万
CPNG 加仓+$267.47万
DASH 加仓+$234.43万
BBNX 加仓+$138.21万
2026Q1 卖出最多 按季末市值估算
NU 减仓-$465.06万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| FIG | FIGMA INC | $38.66万 | 0.09% | 18,286 | 0 | 0.0% | — | 不变 |
| CADL | CANDEL THERAPEUTICS INC | $198.86万 | 0.47% | 405,837 | 0 | 0.0% | — | 不变 |
| — | ACRIVON THERAPEUTICS INC | $295.04万 | 0.70% | 2,122,605 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $305.46万 | 0.73% | 20,253 | 0 | 0.0% | — | 不变 |
| TSHA | TAYSHA GENE THERAPIES INC | $324.02万 | 0.77% | 724,873 | 0 | 0.0% | — | 不变 |
| MNDY | MONDAY COM LTD | $469.04万 | 1.11% | 67,868 | 0 | 0.0% | — | 不变 |
| TTAN | SERVICETITAN INC | $570.23万 | 1.35% | 89,856 | 0 | 0.0% | — | 不变 |
| TARS | TARSUS PHARMACEUTICALS INC | $596.27万 | 1.42% | 85,000 | 0 | 0.0% | — | 不变 |
| TOST | TOAST INC | $799.67万 | 1.90% | 301,647 | 0 | 0.0% | — | 不变 |
| — | ACUMEN PHARMACEUTICALS INC | $877.94万 | 2.08% | 3,720,105 | 303,030 | 8.9% | $71.52万 | 加仓 |
| DDOG | DATADOG INC | $1,012.79万 | 2.40% | 85,793 | 0 | 0.0% | — | 不变 |
| TXG | 10X GENOMICS INC | $1,022.80万 | 2.43% | 481,770 | 0 | 0.0% | — | 不变 |
| BIOA | BIOAGE LABS INC | $1,375.33万 | 3.27% | 786,353 | 0 | 0.0% | — | 不变 |
| DASH | DOORDASH INC | $1,670.13万 | 3.97% | 111,231 | 15,613 | 16.3% | $234.43万 | 加仓 |
| IOT | SAMSARA INC | $1,775.55万 | 4.22% | 560,287 | 94,097 | 20.2% | $298.19万 | 加仓 |
| CPNG | COUPANG INC | $1,910.83万 | 4.54% | 1,012,091 | 141,667 | 16.3% | $267.47万 | 加仓 |
| IKT | INHIBIKASE THERAPEUTICS INC | $2,187.19万 | 5.19% | 13,018,965 | 0 | 0.0% | — | 不变 |
| BBNX | BETA BIONICS INC | $3,715.46万 | 8.82% | 3,708,043 | 137,930 | 3.9% | $138.21万 | 加仓 |
| SGP | SPYGLASS PHARMA INC | $6,477.53万 | 15.38% | 2,500,012 | 2,500,012 | — | $6,477.53万 | 新建仓 |
| KVYO | KLAVIYO INC | $7,102.27万 | 16.86% | 3,649,678 | 0 | 0.0% | — | 不变 |
| NU | NU HLDGS LTD | $9,394.77万 | 22.30% | 6,537,769 | -323,630 | -4.7% | -$465.06万 | 减仓 |