SC US (TTGP), LTD.
Institutional investor · Portfolio as of Q2 2026
Top Holdings19 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
| 122.5M | $20.9B | 65.6% | $170.86 | -18.28% | 1 qtr | New 100 | |
DOORDASH INC - A | 31.6M | $5.8B | 18.3% | $141.42 | +67.54% | 23 qtrssince 2020-Q4 | Unchanged 0 |
MAPLEBEAR INC | 27.9M | $1.3B | 4.1% | $30.08 | +68.78% | 12 qtrssince 2023-Q3 | Unchanged 0 |
KLARNA GROUP PLC | 55M | $1.1B | 3.5% | $38.44 | -63.03% | 4 qtrssince 2025-Q3 | Unchanged 0 |
UNITY SOFTWARE INC | 31.8M | $909.6M | 2.9% | $78.67 | -43.59% | 24 qtrssince 2020-Q3 | Unchanged 0 |
PDD HOLDINGS INC | 8.8M | $674.4M | 2.1% | $81.92 | +5.89% | 30 qtrssince 2019-Q1 | Unchanged 0 |
FIGMA INC-CL A | 26.7M | $483.5M | 1.5% | $51.92 | -47.94% | 4 qtrssince 2025-Q3 | Increased 52 |
BRIDGEBIO PHARMA INC | 1.9M | $138.6M | 0.4% | $26.97 | +194.29% | 29 qtrssince 2019-Q2 | Unchanged 0 |
FULL TRUCK ALLIANCE CO LTD | 13.1M | $106M | 0.3% | $8.45 | +4.38% | 19 qtrssince 2021-Q4 | Unchanged 0 |
BLOCK INC | 990,778 | $75.3M | 0.2% | $75.00 | +10.80% | 30 qtrssince 2019-Q1 | Unchanged 0 |
AIRBNB INC-CLASS A | 510,666 | $73.1M | 0.2% | $135.72 | +38.57% | 3 qtrssince 2025-Q4 | Unchanged 0 |
AURORA INNOVATION INC | 8.8M | $60.1M | 0.2% | $3.84 | +50.00% | 3 qtrssince 2025-Q4 | Unchanged 0 |
| 60M | $60M | 0.2% | — | — | — | Unchanged 0 | |
KE HOLDINGS INC-ADR | 2.2M | $31.9M | 0.1% | $19.09 | -6.39% | 19 qtrssince 2021-Q4 | Unchanged 0 |
Chime Financial, Inc. Class A | 1.4M | $29.7M | 0.1% | $33.05 | +0.30% | 5 qtrssince 2025-Q2 | Unchanged 0 |
TESLA INC | 55,407 | $23.3M | 0.1% | $392.43 | -11.88% | 2 qtrssince 2026-Q1 | Unchanged 0 |
AMPLITUDE INC | 2.8M | $21.4M | 0.1% | $21.74 | -40.39% | 20 qtrssince 2021-Q3 | Unchanged 0 |
BITDEER TECHNOLOGIES GROUP | 138,168 | $2.2M | 0.0% | $11.88 | -10.19% | 13 qtrssince 2023-Q2 | Unchanged 0 |
MONGODB INC | 2,706 | $908,945 | 0.0% | $252.73 | +60.69% | 2 qtrssince 2026-Q1 | Unchanged 0 |
SC US (TTGP), LTD. manages $31.9B across 19 positions as of Q2 2026. Top holdings: SPCX (65.6%), DASH (18.3%), CART (4.1%). Fund DNA: Concentrated Value. HoldingsIntel Score: 3/5.0.
Added 1 new position, increased 1. Top move: SPCX (NEW, conviction 100). Portfolio: $31.9B across 19 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost 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
Verify source filings on SEC EDGAR