SC US (TTGP), LTD.
Institutional investor · Portfolio as of Q1 2026
Top Holdings18 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
DOORDASH INC | 31.6M | $4.7B | 51.3% | $141.42 | +35.64% | 22 qtrssince 2020-Q4 | Decreased 0 |
MAPLEBEAR INC | 27.9M | $1B | 11.3% | $30.08 | +60.87% | 11 qtrssince 2023-Q3 | Decreased 0 |
PDD HOLDINGS INC | 8.8M | $903.4M | 9.8% | $81.92 | +3.92% | 29 qtrssince 2019-Q1 | Unchanged 0 |
KLARNA GROUP PLC | 55M | $720.3M | 7.8% | $38.44 | -48.96% | 3 qtrssince 2025-Q3 | Unchanged 0 |
UNITY SOFTWARE INC | 31.8M | $698.2M | 7.6% | $78.67 | -60.74% | 23 qtrssince 2020-Q3 | Decreased 0 |
FIGMA INC | 26.7M | $565M | 6.1% | $51.92 | -59.34% | 3 qtrssince 2025-Q3 | Increased 68 |
BRIDGEBIO PHARMA INC | 1.9M | $138.2M | 1.5% | $26.97 | +218.46% | 28 qtrssince 2019-Q2 | Unchanged 0 |
FULL TRUCK ALLIANCE CO LTD | 13.1M | $108.4M | 1.2% | $8.45 | +1.42% | 18 qtrssince 2021-Q4 | Unchanged 0 |
AIRBNB INC | 510,666 | $64.5M | 0.7% | $136.91 | +8.55% | 2 qtrssince 2025-Q4 | Unchanged 0 |
| 60M | $60M | 0.6% | — | — | — | Unchanged 0 | |
BLOCK INC | 990,778 | $59.6M | 0.6% | $75.00 | +3.06% | 29 qtrssince 2019-Q1 | Unchanged 0 |
AURORA INNOVATION INC | 8.8M | $36.3M | 0.4% | $3.88 | +64.43% | 2 qtrssince 2025-Q4 | Unchanged 0 |
KE HLDGS INC | 2.2M | $32.8M | 0.4% | $19.09 | -18.44% | 18 qtrssince 2021-Q4 | Unchanged 0 |
CHIME FINL INC | 1.4M | $27.2M | 0.3% | $33.05 | -36.70% | 4 qtrssince 2025-Q2 | Unchanged 0 |
TESLA INC | 55,407 | $20.6M | 0.2% | $392.43 | +3.91% | 1 qtr | New 50 |
AMPLITUDE INC | 2.8M | $19.1M | 0.2% | $21.74 | -57.77% | 19 qtrssince 2021-Q3 | Unchanged 0 |
BITDEER TECHNOLOGIES GROUP | 138,168 | $1.2M | 0.0% | $11.88 | +11.87% | 12 qtrssince 2023-Q2 | Unchanged 0 |
MONGODB INC | 2,706 | $662,348 | 0.0% | $252.73 | +35.35% | 1 qtr | New 37 |
SC US (TTGP), LTD. manages $9.2B across 18 positions as of Q1 2026. Top holdings: DASH (51.3%), CART (11.3%), PDD (9.8%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 3/5.0.
Added 2 new positions, exited 1, increased 1, trimmed 3. Top move: FIG (INCREASED, conviction 68). Portfolio: $9.2B across 18 positions.
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer