Sands Capital Alternatives, LLC
ARLINGTON VA · SEC CIK 0001846444
$6.14亿2026Q2 申报市值
24持仓数
80.8%前十大占比 · 第一大 18.7%
3 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
ALMR 新建仓+$1.15亿
ODTX 新建仓+$1,637.12万
NU 加仓+$744.40万
CBRS 新建仓+$725.43万
CPNG 加仓+$551.02万
2026Q2 卖出最多 按季末市值估算
IOT 减仓-$144.73万
DDOG 减仓-$128.67万
2026Q2 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 | $40.10万 | 0.07% | 22,165 | 3,879 | 21.2% | $7.02万 | 加仓 |
| — | ACRIVON THERAPEUTICS INC | $407.49万 | 0.66% | 2,289,271 | 166,666 | 7.9% | $29.67万 | 加仓 |
| CADL | CANDEL THERAPEUTICS INC | $418.01万 | 0.68% | 405,837 | 0 | 0.0% | — | 不变 |
| TSHA | TAYSHA GENE THERAPIES INC | $493.64万 | 0.80% | 724,873 | 0 | 0.0% | — | 不变 |
| TARS | TARSUS PHARMACEUTICALS INC | $534.99万 | 0.87% | 85,000 | 0 | 0.0% | — | 不变 |
| MNDY | MONDAY COM LTD | $593.47万 | 0.97% | 81,982 | 14,114 | 20.8% | $102.17万 | 加仓 |
| SNOW | SNOWFLAKE INC | $623.47万 | 1.02% | 24,498 | 4,245 | 21.0% | $108.04万 | 加仓 |
| CBRS | CEREBRAS SYSTEMS INC | $725.43万 | 1.18% | 32,825 | 32,825 | — | $725.43万 | 新建仓 |
| TTAN | SERVICETITAN INC | $767.52万 | 1.25% | 108,545 | 18,689 | 20.8% | $132.15万 | 加仓 |
| — | ACUMEN PHARMACEUTICALS INC | $993.27万 | 1.62% | 3,720,105 | 0 | 0.0% | — | 不变 |
| TOST | TOAST INC | $1,015.09万 | 1.65% | 364,879 | 63,232 | 21.0% | $175.91万 | 加仓 |
| ODTX | ODYSSEY THERAPEUTICS INC | $1,637.12万 | 2.67% | 875,000 | 875,000 | — | $1,637.12万 | 新建仓 |
| IOT | SAMSARA INC | $1,672.28万 | 2.73% | 515,658 | -44,629 | -8.0% | -$144.73万 | 减仓 |
| TXG | 10X GENOMICS INC | $1,847.11万 | 3.01% | 481,770 | 0 | 0.0% | — | 不变 |
| BIOA | BIOAGE LABS INC | $1,927.35万 | 3.14% | 786,353 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC | $2,105.04万 | 3.43% | 80,851 | -4,942 | -5.8% | -$128.67万 | 减仓 |
| CPNG | COUPANG INC | $2,309.02万 | 3.76% | 1,329,314 | 317,223 | 31.3% | $551.02万 | 加仓 |
| DASH | DOORDASH INC | $2,353.90万 | 3.84% | 127,562 | 16,331 | 14.7% | $301.36万 | 加仓 |
| IKT | INHIBIKASE THERAPEUTICS INC | $2,642.85万 | 4.31% | 13,018,965 | 0 | 0.0% | — | 不变 |
| SGP | SPYGLASS PHARMA INC | $5,565.03万 | 9.07% | 2,500,012 | 0 | 0.0% | — | 不变 |
| BBNX | BETA BIONICS INC | $5,810.50万 | 9.47% | 3,708,043 | 0 | 0.0% | — | 不变 |
| KVYO | KLAVIYO INC | $5,931.50万 | 9.67% | 3,928,146 | 278,468 | 7.6% | $420.49万 | 加仓 |
| NU | NU HLDGS LTD | $9,478.86万 | 15.45% | 7,094,952 | 557,183 | 8.5% | $744.40万 | 加仓 |
| ALMR | ALAMAR BIOSCIENCES INC | $1.15亿 | 18.68% | 4,230,926 | 4,230,926 | — | $1.15亿 | 新建仓 |