SC US (TTGP), LTD.
Institutional investor · Portfolio as of Q1 2026
Top Holdings18 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
DOORDASH INC - A | 31.6M | $4.7B | 51.3% | $141.42 | +24.07% | 22 qtrssince 2020-Q4 | Decreased 0 |
MAPLEBEAR INC | 27.9M | $1B | 11.3% | $30.08 | +24.10% | 11 qtrssince 2023-Q3 | Decreased 0 |
PDD HOLDINGS INC | 8.8M | $903.4M | 9.8% | $81.92 | +22.94% | 29 qtrssince 2019-Q1 | Unchanged 0 |
KLARNA GROUP PLC | 55M | $720.3M | 7.8% | $38.44 | -65.19% | 3 qtrssince 2025-Q3 | Unchanged 0 |
UNITY SOFTWARE INC | 31.8M | $698.2M | 7.6% | $78.67 | -74.55% | 23 qtrssince 2020-Q3 | Decreased 0 |
FIGMA INC-CL A | 26.7M | $565M | 6.1% | $51.92 | -40.79% | 3 qtrssince 2025-Q3 | Increased 68 |
BRIDGEBIO PHARMA INC | 1.9M | $138.2M | 1.5% | $26.97 | +139.27% | 28 qtrssince 2019-Q2 | Unchanged 0 |
FULL TRUCK ALLIANCE CO LTD | 13.1M | $108.4M | 1.2% | $8.45 | +6.86% | 18 qtrssince 2021-Q4 | Unchanged 0 |
AIRBNB INC-CLASS A | 510,666 | $64.5M | 0.7% | $135.72 | -6.96% | 2 qtrssince 2025-Q4 | Unchanged 0 |
| 60M | $60M | 0.6% | — | — | 10 qtrssince 2023-Q4 | Unchanged 0 | |
BLOCK INC | 990,778 | $59.6M | 0.6% | $75.00 | -16.14% | 29 qtrssince 2019-Q1 | Unchanged 0 |
AURORA INNOVATION INC | 8.8M | $36.3M | 0.4% | $3.88 | +18.56% | 2 qtrssince 2025-Q4 | Unchanged 0 |
KE HOLDINGS INC-ADR | 2.2M | $32.8M | 0.4% | $19.09 | -13.15% | 18 qtrssince 2021-Q4 | Unchanged 0 |
Chime Financial, Inc. Class A | 1.4M | $27.2M | 0.3% | $33.05 | -31.08% | 4 qtrssince 2025-Q2 | Unchanged 0 |
TESLA INC | 55,407 | $20.6M | 0.2% | $392.43 | 0.00% | 1 qtr | New 50 |
AMPLITUDE INC | 2.8M | $19.1M | 0.2% | $21.74 | -65.13% | 19 qtrssince 2021-Q3 | Unchanged 0 |
BITDEER TECHNOLOGIES GROUP | 138,168 | $1.2M | 0.0% | $11.88 | -36.36% | 12 qtrssince 2023-Q2 | Unchanged 0 |
MONGODB INC | 2,706 | $662,348 | 0.0% | $252.73 | 0.00% | 1 qtr | New 37 |
SC US (TTGP), LTD. manages $9.2B across 18 positions as of Q1 2026. Top holdings: DASH (51.3%), CART (11.3%), PDD (9.8%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 2/5.0.
Added 2 new positions, exited 1, increased 1, trimmed 3. Top move: FIG (INCREASED, conviction 68). Portfolio: $9.2B across 18 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