SC US (TTGP), LTD.
Institutional investor · Portfolio as of Q1 2019
Top Holdings7 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
Guardant Health, Inc. | 7.8M | $597M | 58.1% | $76.70 | 0.00% | 1 qtr | New 100 |
PDD HOLDINGS INC | 5.3M | $130.5M | 12.7% | $24.80 | 0.00% | 1 qtr | New 96 |
SUNRUN INC | 7.5M | $105.1M | 10.2% | $14.06 | 0.00% | 1 qtr | New 96 |
BLOCK INC | 1.3M | $100.7M | 9.8% | $74.92 | 0.00% | 1 qtr | New 95 |
SNAP INC - A | 8M | $87.7M | 8.5% | $11.02 | 0.00% | 1 qtr | New 95 |
ALPHABET INC-CL C | 5,396 | $6.3M | 0.6% | $58.23 | +486.38% | 1 qtr | New 56 |
DROPBOX INC | 14,104 | $307,000 | 0.0% | $21.80 | +57.89% | 1 qtr | New 35 |
SC US (TTGP), LTD. manages $1B across 7 positions as of Q1 2019. Top holdings: GH (58.1%), PDD (12.7%), RUN (10.2%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 2/5.0.
Active quarter - 7 new positions, 0 exits, 0 increased. Top move: GH (NEW, conviction 100). Portfolio: $1.0B across 7 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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