SC US (TTGP), LTD.
Institutional investor · Portfolio as of Q1 2025
Top Holdings15 positions
DOORDASH INC | 31.2M | $5.7B | 53.9% | $140.01 | +30.43% | 18 qtrssince 2020-Q4 | Decreased 0 |
PDD HOLDINGS INC | 10.6M | $1.3B | 11.9% | $81.92 | +44.48% | 25 qtrssince 2019-Q1 | Unchanged 0 |
NU HLDGS LTD | 109.2M | $1.1B | 10.6% | $9.40 | +10.11% | 14 qtrssince 2021-Q4 | Decreased 0 |
MAPLEBEAR INC | 28M | $1.1B | 10.6% | $30.08 | +32.08% | 7 qtrssince 2023-Q3 | Unchanged 0 |
UNITY SOFTWARE INC | 31.9M | $625.6M | 5.9% | $78.67 | -73.89% | 19 qtrssince 2020-Q3 | Decreased 0 |
DATADOG INC | 2.4M | $237.1M | 2.2% | $79.67 | +26.89% | 11 qtrssince 2022-Q3 | Unchanged 0 |
FULL TRUCK ALLIANCE CO LTD | 13.1M | $166.7M | 1.6% | $7.90 | +55.56% | 14 qtrssince 2021-Q4 | Unchanged 0 |
BRIDGEBIO PHARMA INC | 1.9M | $64.3M | 0.6% | $26.97 | +28.18% | 24 qtrssince 2019-Q2 | Unchanged 0 |
AIRBNB INC | 511,074 | $61.1M | 0.6% | $153.10 | -21.97% | 18 qtrssince 2020-Q4 | Decreased 0 |
| 60M | $60M | 0.6% | — | — | 6 qtrssince 2023-Q4 | Unchanged 0 | |
BLOCK INC | 990,778 | $53.8M | 0.5% | $75.00 | -26.23% | 25 qtrssince 2019-Q1 | Unchanged 0 |
KE HLDGS INC | 2.2M | $44.1M | 0.4% | $18.67 | +3.46% | 14 qtrssince 2021-Q4 | Unchanged 0 |
FRESHWORKS INC | 2.9M | $40.7M | 0.4% | $19.94 | -27.13% | 13 qtrssince 2022-Q1 | Unchanged 0 |
AMPLITUDE INC | 2.8M | $28.5M | 0.3% | $21.74 | -51.47% | 15 qtrssince 2021-Q3 | Unchanged 0 |
BITDEER TECHNOLOGIES GROUP | 138,168 | $1.2M | 0.0% | $11.88 | -23.06% | 8 qtrssince 2023-Q2 | Unchanged 0 |
SC US (TTGP), LTD. manages $10.6B across 15 positions as of Q1 2025. Top holdings: DASH (53.9%), PDD (11.9%), NU (10.6%). Fund DNA: Concentrated Value. HoldingsIntel Score: 2.5/5.0.
Exited 1, trimmed 4. No standout high-conviction moves this quarter. Portfolio: $10.6B across 15 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
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR