Sands Capital Ventures, LLC Top Holdings and 13F Report (2024)

About Sands Capital Ventures, LLC

Sands Capital Ventures, LLC has $298.57 million in total holdings as of March 31, 2024.
Sands Capital Ventures, LLC owns shares of 20 different stocks, but just 4 companies or ETFs make up 80% of its holdings.
Approximately 0.93% of the portfolio was purchased this quarter.
About 22.12% of the portfolio was sold this quarter.
This quarter, Sands Capital Ventures, LLC has purchased 20 new stocks and bought additional shares in 3 stocks.
Sands Capital Ventures, LLC sold shares of 7 stocks and completely divested from 0 stocks this quarter.

NU: 1,827,367 shares (about $23.55M)
UiPath: 1,148,206 shares (about $14.56M)
Snowflake: 107,311 shares (about $14.50M)
DOORDASH INC: 100,000 shares (about $10.88M)
Candel Therapeutics: 405,900 shares (about $2.52M)

Selling

Neutral

Buying

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NU NU	$94,461,710	$23,554,761 ▼	-20.0%	7,328,294	31.6%	Business Services
KLAVIYO INC	$87,518,741	$32,954 ▲	0.0%	3,516,221	29.3%	COM SER A
DOORDASH INC	$46,023,839	$10,878,000 ▼	-19.1%	423,091	15.4%	CL A
PATH UiPath	$14,648,519	$14,559,252 ▼	-49.8%	1,155,246	4.9%	Business Services
SNOW Snowflake	$14,630,787	$14,496,643 ▼	-49.8%	108,304	4.9%	Computer and Technology
ACRV Acrivon Therapeutics	$12,311,109	$2,726,000 ▲	28.4%	2,122,605	4.1%	Medical
TXG 10x Genomics	$9,370,427		0.0%	481,770	3.1%	Medical
ABOS Acumen Pharmaceuticals	$8,269,322		0.0%	3,417,075	2.8%	Medical
TARS Tarsus Pharmaceuticals	$4,620,600		0.0%	170,000	1.5%	Medical
CADL Candel Therapeutics	$2,516,189	$2,516,580 ▼	-50.0%	405,837	0.8%	Medical
TSHA Taysha Gene Therapies	$1,623,716		0.0%	724,873	0.5%	Medical
MASS 908 Devices	$1,221,879		0.0%	237,258	0.4%	Medical
SPRB Spruce Biosciences	$409,244		0.0%	787,007	0.1%	Medical
CPNG Coupang	$249,954		0.0%	11,931	0.1%	Retail/Wholesale
ABSI Absci	$178,036		0.0%	57,804	0.1%	Medical
IOT Samsara	$142,854	$22,545 ▲	18.7%	4,239	0.0%	Computer and Technology
DDOG Datadog	$131,635		0.0%	1,015	0.0%	Computer and Technology
TOST Toast	$127,433	$25,822 ▼	-16.8%	4,945	0.0%	Computer and Technology
CRWD CrowdStrike	$84,685	$22,225 ▼	-20.8%	221	0.0%	Computer and Technology
GTLB GitLab	$32,716		0.0%	658	0.0%	Computer and Technology