SC US (TTGP), LTD.
Institutional investor · Portfolio as of Q1 2024
Top Holdings22 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
DOORDASH INC - A | 31.7M | $4.4B | 32.2% | $140.01 | -1.64% | 14 qtrssince 2020-Q4 | Decreased 0 |
NU HOLDINGS LTD/CAYMAN ISL-A | 251.9M | $3B | 22.2% | $9.40 | +26.91% | 10 qtrssince 2021-Q4 | Decreased 0 |
MAPLEBEAR INC | 41.9M | $1.6B | 11.6% | $30.08 | +23.97% | 3 qtrssince 2023-Q3 | Increased 66 |
PDD HOLDINGS INC | 12.7M | $1.5B | 10.9% | $81.92 | +41.91% | 21 qtrssince 2019-Q1 | Decreased 0 |
SNOWFLAKE INC-CLASS A | 7.5M | $1.2B | 9.0% | $221.51 | -27.04% | 13 qtrssince 2021-Q1 | Decreased 0 |
UNITY SOFTWARE INC | 28.6M | $763M | 5.6% | $86.70 | -69.20% | 15 qtrssince 2020-Q3 | Increased 65 |
ROBINHOOD MARKETS INC - A | 17.1M | $344.5M | 2.5% | $43.13 | -53.33% | 11 qtrssince 2021-Q3 | Unchanged 0 |
DATADOG INC - CLASS A | 2.4M | $295.3M | 2.2% | $79.67 | +55.13% | 7 qtrssince 2022-Q3 | Unchanged 0 |
FULL TRUCK ALLIANCE CO LTD | 13.1M | $94.9M | 0.7% | $8.45 | -16.33% | 10 qtrssince 2021-Q4 | Decreased 0 |
AIRBNB INC-CLASS A | 515,016 | $85M | 0.6% | $153.10 | +7.74% | 14 qtrssince 2020-Q4 | Decreased 0 |
KE HOLDINGS INC-ADR | 4.9M | $67.7M | 0.5% | $19.09 | -31.27% | 10 qtrssince 2021-Q4 | Decreased 0 |
| 60M | $60M | 0.4% | — | — | 2 qtrssince 2023-Q4 | Unchanged 0 | |
BRIDGEBIO PHARMA INC | 1.9M | $57.5M | 0.4% | $26.97 | +14.65% | 20 qtrssince 2019-Q2 | Unchanged 0 |
FRESHWORKS INC | 2.9M | $52.5M | 0.4% | $19.94 | -8.68% | 9 qtrssince 2022-Q1 | Unchanged 0 |
BLOCK INC | 556,373 | $47.1M | 0.3% | $81.27 | +4.07% | 21 qtrssince 2019-Q1 | Unchanged 0 |
AMPLITUDE INC | 2.8M | $30.5M | 0.2% | $21.74 | -49.96% | 11 qtrssince 2021-Q3 | Unchanged 0 |
AURORA INNOVATION INC | 2.8M | $7.8M | 0.1% | $4.77 | -40.87% | 10 qtrssince 2021-Q4 | Decreased 0 |
BITDEER TECHNOLOGIES GROUP | 138,168 | $969,939 | 0.0% | $11.88 | -40.91% | 4 qtrssince 2023-Q2 | Unchanged 0 |
MATTERPORT INC | 268,797 | $607,481 | 0.0% | — | — | 2 qtrssince 2023-Q4 | Decreased 0 |
COINBASE GLOBAL INC -CLASS A | 2,074 | $549,859 | 0.0% | $173.92 | +52.44% | 2 qtrssince 2023-Q4 | Unchanged 0 |
SC US (TTGP), LTD. manages $13.5B across 22 positions as of Q1 2024. Top holdings: DASH (32.2%), NU (22.2%), CART (11.6%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 2/5.0.
Added 1 new position, exited 2, increased 2, trimmed 9. Top move: CART (INCREASED, conviction 66). Portfolio: $13.5B across 22 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