Generalist · Public · Arlington, VA
Sands Capital Alternatives, LLC
Growth public investor.
- Software
- $127M
- Weight of 13F
- 21.0%
- Names
- 7
- Vs prior quarter
- +$6.7M
Filed 13 August 2026.
24 positions in the whole 13F.
Software held
- KlaviyoKVYO3,928,146 shares · 46.7% of their software$59.3M−$11.7M
- DatadogDDOG80,851 shares · 16.6% of their software$21.1M+$10.9M
- SamsaraIOT515,658 shares · 13.2% of their software$16.7M−$1.0M
- ToastTOST364,879 shares · 8.0% of their software$10.2M+$2.2M
- ServiceTitanTTAN108,545 shares · 6.0% of their software$7.7M+$2.0M
- SnowflakeSNOW24,498 shares · 4.9% of their software$6.2M+$3.2M
- monday.comMNDY81,982 shares · 4.7% of their software$5.9M+$1.2M