SC US (TTGP), LTD.
Institutional investor · Portfolio as of Q1 2021
Top Holdings13 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
DOORDASH INC - A | 52M | $6.8B | 40.9% | $140.20 | -6.85% | 2 qtrssince 2020-Q4 | Unchanged 0 |
SNOWFLAKE INC-CLASS A | 17.5M | $4B | 24.0% | $222.07 | 0.00% | 1 qtr | New 100 |
UNITY SOFTWARE INC | 33M | $3.3B | 19.8% | $94.92 | +2.09% | 3 qtrssince 2020-Q3 | Unchanged 0 |
MEDALLIA INC | 44.4M | $1.2B | 7.4% | — | — | 7 qtrssince 2019-Q3 | Unchanged 0 |
PDD HOLDINGS INC | 5M | $669.4M | 4.0% | $24.80 | +446.13% | 9 qtrssince 2019-Q1 | Decreased 0 |
BERKELEY LTS INC | 4.8M | $242.6M | 1.5% | — | — | 3 qtrssince 2020-Q3 | Decreased 0 |
BRIDGEBIO PHARMA INC | 2.5M | $156.8M | 0.9% | $26.97 | +128.40% | 8 qtrssince 2019-Q2 | Unchanged 0 |
AIRBNB INC-CLASS A | 691,612 | $130M | 0.8% | $146.80 | +28.02% | 2 qtrssince 2020-Q4 | Unchanged 0 |
SUMO LOGIC INC | 3.4M | $64.2M | 0.4% | — | — | 3 qtrssince 2020-Q3 | Unchanged 0 |
QUINCE THERAPEUTICS INC | 1M | $37.5M | 0.2% | $42.51 | -20.21% | 8 qtrssince 2019-Q2 | Unchanged 0 |
DouYu International Holdings Li | 2.4M | $24.8M | 0.1% | — | — | — | — |
EVENTBRITE INC | 32,746 | $726,000 | 0.0% | $17.49 | +25.50% | 7 qtrssince 2019-Q3 | Decreased 0 |
BLOCK INC | 1,939 | $440,000 | 0.0% | $74.97 | +183.88% | 9 qtrssince 2019-Q1 | Decreased 0 |
SC US (TTGP), LTD. manages $16.7B across 13 positions as of Q1 2021. Top holdings: DASH (40.9%), SNOW (24.0%), U (19.8%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 3.5/5.0.
Added 1 new position, exited 1, trimmed 5. Top move: SNOW (NEW, conviction 100). Portfolio: $16.7B across 13 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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