SC US (TTGP), LTD.
Institutional investor · Portfolio as of Q1 2020
Top Holdings7 positions
MEDALLIA INC | 44.4M | $889.9M | 68.2% | — | — | 3 qtrssince 2019-Q3 | Unchanged 0 |
Pinduoduo Inc | 5.3M | $189.6M | 14.5% | $24.80 | +45.28% | 5 qtrssince 2019-Q1 | Unchanged 0 |
HEALTH CATALYST INC | 3.1M | $80.8M | 6.2% | $30.31 | -94.16% | 3 qtrssince 2019-Q3 | Decreased 0 |
BRIDGEBIO PHARMA INC | 2.5M | $73.8M | 5.7% | $26.97 | +7.53% | 4 qtrssince 2019-Q2 | Unchanged 0 |
CORTEXYME INC | 1M | $47.5M | 3.6% | $42.51 | +7.72% | 4 qtrssince 2019-Q2 | Unchanged 0 |
Square Inc | 446,699 | $23.4M | 1.8% | $74.92 | -26.59% | 5 qtrssince 2019-Q1 | Decreased 0 |
EVENTBRITE INC | 42,102 | $307,000 | 0.0% | $17.49 | -59.52% | 3 qtrssince 2019-Q3 | Unchanged 0 |
SC US (TTGP), LTD. manages $1.3B across 7 positions as of Q1 2020. Top holdings: MDLA (68.2%), PDD (14.5%), HCAT (6.2%). Fund DNA: Concentrated Value. HoldingsIntel Score: 2.5/5.0.
Exited 2, trimmed 2. No standout high-conviction moves this quarter. Portfolio: $1.3B 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 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
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