SC US (TTGP), LTD.
Institutional investor · Portfolio as of Q1 2023
Top Holdings24 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
DOORDASH INC - A | 35M | $2.2B | 26.2% | $140.01 | -55.88% | 10 qtrssince 2020-Q4 | Decreased 0 |
SNOWFLAKE INC-CLASS A | 13.6M | $2.1B | 24.8% | $221.51 | -35.84% | 9 qtrssince 2021-Q1 | Unchanged 0 |
NU HOLDINGS LTD/CAYMAN ISL-A | 414.6M | $2B | 23.3% | $9.40 | -48.83% | 6 qtrssince 2021-Q4 | Decreased 0 |
UNITY SOFTWARE INC | 27.5M | $892.1M | 10.5% | $89.38 | -67.17% | 11 qtrssince 2020-Q3 | Unchanged 0 |
FULL TRUCK ALLIANCE CO LTD | 32.2M | $245.1M | 2.9% | $8.45 | -11.83% | 6 qtrssince 2021-Q4 | Unchanged 0 |
PDD HOLDINGS INC | 3.2M | $241.7M | 2.9% | $24.80 | +208.23% | 17 qtrssince 2019-Q1 | Unchanged 0 |
DATADOG INC - CLASS A | 2.4M | $173.6M | 2.0% | $79.67 | -14.76% | 3 qtrssince 2022-Q3 | Unchanged 0 |
ROBINHOOD MARKETS INC - A | 17.1M | $166.2M | 2.0% | $43.13 | -78.07% | 7 qtrssince 2021-Q3 | Unchanged 0 |
KE HOLDINGS INC-ADR | 8.2M | $154.9M | 1.8% | $19.09 | -6.81% | 6 qtrssince 2021-Q4 | Decreased 0 |
AIRBNB INC-CLASS A | 674,674 | $83.9M | 1.0% | $153.10 | -18.75% | 10 qtrssince 2020-Q4 | Decreased 0 |
| 60M | $60M | 0.7% | — | — | 2 qtrssince 2022-Q4 | Unchanged 0 | |
FRESHWORKS INC | 2.9M | $44.3M | 0.5% | $19.94 | -26.08% | 5 qtrssince 2022-Q1 | Unchanged 0 |
UIPATH INC | 2.2M | $38.6M | 0.5% | $68.90 | -75.79% | 8 qtrssince 2021-Q2 | Decreased 0 |
AMPLITUDE INC | 2.8M | $34.8M | 0.4% | $21.74 | -45.40% | 7 qtrssince 2021-Q3 | Unchanged 0 |
BRIDGEBIO PHARMA INC | 1.9M | $30.8M | 0.4% | $26.97 | -38.52% | 16 qtrssince 2019-Q2 | Unchanged 0 |
EMBARK TECHNOLOGY INC | 2.7M | $7.5M | 0.1% | — | — | — | — |
| 12.3M | $3.4M | 0.0% | — | — | 6 qtrssince 2021-Q4 | Unchanged 0 | |
ROBLOX CORP -CLASS A | 57,695 | $2.6M | 0.0% | $34.19 | +26.10% | 4 qtrssince 2022-Q2 | Unchanged 0 |
BERKELEY LTS INC | 1.2M | $1.4M | 0.0% | — | — | 11 qtrssince 2020-Q3 | Unchanged 0 |
BLOCK INC | 15,727 | $1.1M | 0.0% | $216.18 | -68.32% | 17 qtrssince 2019-Q1 | Unchanged 0 |
SC US (TTGP), LTD. manages $8.5B across 24 positions as of Q1 2023. Top holdings: DASH (26.2%), SNOW (24.8%), NU (23.3%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 3.5/5.0.
Added 1 new position, increased 1, trimmed 5. No standout high-conviction moves this quarter. Portfolio: $8.5B across 24 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