SC US (TTGP), LTD.
Institutional investor · Portfolio as of Q1 2021
Top Holdings13 positions
DOORDASH INC | 52M | $6.8B | 40.9% | $140.20 | -6.85% | 2 qtrssince 2020-Q4 | Unchanged 0 |
SNOWFLAKE INC | 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 | +439.84% | 9 qtrssince 2019-Q1 | Decreased 0 |
BERKELEY LIGHTS 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 | 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% | $8,502.00 | -15.24% | 8 qtrssince 2019-Q2 | Unchanged 0 |
DOUYU INTL HLDGS LTD | 2.4M | $24.8M | 0.1% | $21.20 | -11.27% | 2 qtrssince 2020-Q4 | Decreased 0 |
EVENTBRITE INC | 32,746 | $726,000 | 0.0% | — | — | 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 Score: 2.5/5.0.
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
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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Famous Investors' Portfolios
What the most-followed managers hold, and what they bought and sold each quarter.
- Warren Buffett (Chairman Emeritus)Berkshire Hathaway
- Leopold AschenbrennerSituational Awareness
- Michael BurryScion Asset Management
- Cathie WoodARK Invest
- Bill AckmanPershing Square
- Stanley DruckenmillerDuquesne Family Office
- David TepperAppaloosa
- Ray Dalio (Founder)Bridgewater Associates
- Li LuHimalaya Capital
- Carl IcahnCarl C. Icahn
- Brad GerstnerAltimeter Capital
- Seth KlarmanThe Baupost Group
- Howard Marks (Co‑founder)Oaktree Capital Management
- Ken GriffinCitadel
- Paul Tudor JonesTudor Investment Corp
- George Soros (Founder)Soros Fund Management
- Steve CohenPoint72
- Terry SmithFundsmith
- Ken Fisher (Founder)Fisher Investments
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR