SC US (TTGP), LTD.
Institutional investor · Portfolio as of Q1 2026
SEC EDGAR SourceSEC Filings
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.
Q1 2026 Summary
Added 2 new positions, exited 1, increased 1, trimmed 3. Top move: FIG (INCREASED, conviction 68). Portfolio: $9.2B across 18 positions.
Top holdings by portfolio weight
DASH51.31%
CART11.32%
PDD9.77%
KLAR7.79%
U7.55%
FIG6.11%
BBIO1.49%
YMM1.17%
ABNB0.70%
UNITY SOFTWA0.65%
Other0.64%
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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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.
Top Holdings18 positions
Activity:
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction | |
|---|---|---|---|---|---|---|---|---|
DOORDASH INC | 31.6M | $4.7B | 51.3% | $141.42 | +12.57% | 22 qtrssince 2020-Q4 | Decreased 0 | |
MAPLEBEAR INC | 27.9M | $1B | 11.3% | $30.08 | +32.02% | 11 qtrssince 2023-Q3 | Decreased 0 | |
PDD HOLDINGS INC | 8.8M | $903.4M | 9.8% | $81.92 | +16.98% | 29 qtrssince 2019-Q1 | Unchanged 0 | |
KLARNA GROUP PLC | 55M | $720.3M | 7.8% | $38.44 | -60.54% | 3 qtrssince 2025-Q3 | Unchanged 0 | |
UNITY SOFTWARE INC | 31.8M | $698.2M | 7.6% | $78.67 | -65.48% | 23 qtrssince 2020-Q3 | Decreased 0 | |
FIGMA INC | 26.7M | $565M | 6.1% | $51.92 | -55.86% | 3 qtrssince 2025-Q3 | Increased 68 | |
BRIDGEBIO PHARMA INC | 1.9M | $138.2M | 1.5% | $26.97 | +145.20% | 28 qtrssince 2019-Q2 | Unchanged 0 | |
FULL TRUCK ALLIANCE CO LTD | 13.1M | $108.4M | 1.2% | $8.45 | +2.49% | 18 qtrssince 2021-Q4 | Unchanged 0 | |
AIRBNB INC | 510,666 | $64.5M | 0.7% | $136.91 | -2.97% | 2 qtrssince 2025-Q4 | Unchanged 0 | |
| 60M | $60M | 0.6% | — | — | — | Unchanged 0 | ||
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Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
No active accumulation streaks detected for this filer.
Streaks require 2+ consecutive quarters of increased positions in the most recent period.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer