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Free — 5 of 8

Data as of Q4 2025

All position changes for SC US (TTGP), LTD.. Excludes unchanged positions.

Unique Stocks

Quarters

New Positions

Exits

5 position changes

Per page:

Quarter	Stock	Action	Shares	Change	Value	Weight	Conviction
2025-Q4	DASH DoorDash Inc	Increased	31.7M	+1.6%	$7.2B	51.2%	66
2025-Q4	U Unity Software Inc	Decreased	31.9M	-0.0%	$1.4B	10.1%	0
2025-Q4	CART Maplebear Inc	Decreased	28M	-0.1%	$1.3B	9.0%	0
2025-Q4	ABNB Airbnb Inc	New	510,666	—	$69.3M	0.5%	52
2025-Q4	CHYM CHIME FINL INC	Increased	1.4M	+0.1%	$36.5M	0.3%	38
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