SC US (TTGP), LTD.
Institutional investor · Portfolio as of Q1 2022
Top Holdings20 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NU HOLDINGS LTD/CAYMAN ISL-A | 555.4M | $4.3B | 27.4% | $9.40 | -14.26% | 2 qtrssince 2021-Q4 | Unchanged 0 |
DOORDASH INC - A | 35.9M | $4.2B | 26.9% | $140.01 | -15.56% | 6 qtrssince 2020-Q4 | Increased 65 |
SNOWFLAKE INC-CLASS A | 13.7M | $3.1B | 20.1% | $223.21 | +3.77% | 5 qtrssince 2021-Q1 | Increased 73 |
UNITY SOFTWARE INC | 24.7M | $2.4B | 15.6% | $95.25 | +6.26% | 7 qtrssince 2020-Q3 | Increased 69 |
EMBARK TECHNOLOGY INC | 53.1M | $313M | 2.0% | — | — | — | — |
ROBINHOOD MARKETS INC - A | 17.1M | $231.2M | 1.5% | $43.13 | -66.24% | 3 qtrssince 2021-Q3 | Unchanged 0 |
FULL TRUCK ALLIANCE CO LTD | 32.2M | $214.8M | 1.4% | $8.45 | -13.14% | 2 qtrssince 2021-Q4 | Unchanged 0 |
UIPATH INC | 8.6M | $186.4M | 1.2% | $68.90 | -57.85% | 4 qtrssince 2021-Q2 | Unchanged 0 |
AIRBNB INC-CLASS A | 857,482 | $147.3M | 0.9% | $153.97 | +11.56% | 6 qtrssince 2020-Q4 | Increased 46 |
PDD HOLDINGS INC | 3.5M | $140.4M | 0.9% | $24.80 | +76.45% | 13 qtrssince 2019-Q1 | Unchanged 0 |
KE HOLDINGS INC-ADR | 11M | $135.6M | 0.9% | $19.09 | -35.10% | 2 qtrssince 2021-Q4 | Unchanged 0 |
FRESHWORKS INC | 2.9M | $51.7M | 0.3% | $19.94 | 0.00% | 1 qtr | New 52 |
AMPLITUDE INC | 2.8M | $51.6M | 0.3% | $21.74 | -13.62% | 3 qtrssince 2021-Q3 | Increased 60 |
| 12.3M | $30.1M | 0.2% | — | — | 2 qtrssince 2021-Q4 | Increased 37 | |
SUMO LOGIC INC | 1.8M | $21.3M | 0.1% | — | — | 7 qtrssince 2020-Q3 | Unchanged 0 |
BRIDGEBIO PHARMA INC | 1.9M | $18.9M | 0.1% | $26.97 | -62.37% | 12 qtrssince 2019-Q2 | Unchanged 0 |
BERKELEY LTS INC | 1.2M | $8.3M | 0.1% | — | — | 7 qtrssince 2020-Q3 | Unchanged 0 |
AURORA INNOVATION INC | 500,000 | $2.8M | 0.0% | $11.41 | -48.64% | 2 qtrssince 2021-Q4 | Unchanged 0 |
BLOCK INC | 15,727 | $2.1M | 0.0% | $216.18 | -35.19% | 13 qtrssince 2019-Q1 | Unchanged 0 |
EVENTBRITE INC | 32,746 | $484,000 | 0.0% | $17.49 | -16.24% | 11 qtrssince 2019-Q3 | Unchanged 0 |
SC US (TTGP), LTD. manages $15.6B across 20 positions as of Q1 2022. Top holdings: NU (27.4%), DASH (26.9%), SNOW (20.1%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 3.5/5.0.
Added 1 new position, increased 6. Top move: SNOW (INCREASED, conviction 73). Portfolio: $15.6B across 20 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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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