Institutional investor · Portfolio as of Q4 2025
Quarterly Portfolio Change
SC US (TTGP), LTD. manages $14B across 17 positions as of Q4 2025. Top holdings: DASH (51.2%), KLAR (11.4%), U (10.1%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 2/5.0.
Added 2 new positions, exited 2, increased 2, trimmed 2. Top move: DASH (INCREASED, conviction 66). Portfolio: $14.0B across 17 positions.
Top holdings by portfolio weight
Funds with similar investing DNA
Best and worst performing positions by estimated return
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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.
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.
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Portfolio allocation by GICS sector
Behavioral investing profile