SC US (TTGP), LTD.
Institutional investor · Portfolio as of Q1 2019
Top Holdings7 positions
Guardant Health, Inc. | 7.8M | $597M | 58.1% | $76.70 | 0.00% | 1 qtr | First report 0 |
PDD HOLDINGS INC | 5.3M | $130.5M | 12.7% | $24.80 | 0.00% | 1 qtr | First report 0 |
Sunrun Inc | 7.5M | $105.1M | 10.2% | $14.06 | 0.00% | 1 qtr | First report 0 |
Block Inc Cl A | 1.3M | $100.7M | 9.8% | $74.92 | 0.00% | 1 qtr | First report 0 |
SNAP INC | 8M | $87.7M | 8.5% | $11.02 | 0.00% | 1 qtr | First report 0 |
Alphabet Inc Cap Stock Cl C | 5,396 | $6.3M | 0.6% | $58.12 | -7.88% | 1 qtr | First report 0 |
Dropbox Inc Cl A | 14,104 | $307,000 | 0.0% | $21.80 | +63.17% | 1 qtr | First report 0 |
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 Score: 2.5/5.0.
First quarter we have for this fund: 7 positions, nothing earlier to compare. No standout high-conviction moves this quarter. 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
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
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