SC US (TTGP), LTD.
Institutional investor · Portfolio as of Q2 2019
SEC EDGAR SourceSEC Filings
SC US (TTGP), LTD. manages $1.5B across 8 positions as of Q2 2019. Top holdings: GH (45.9%), UBER (19.7%), SNAP (7.8%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 3/5.0.
Q2 2019 Summary
Added 3 new positions, exited 2, trimmed 1. Top move: UBER (NEW, conviction 98). Portfolio: $1.5B across 8 positions.
Top holdings by portfolio weight
GH45.92%
UBER19.72%
SNAP7.78%
PDD7.42%
XYZ6.66%
RUN4.79%
BBIO4.69%
QNCX3.02%
DBX0.00%
GOOG0.00%
Portfolio allocation by GICS sector
Healthcare53.63%
Technology31.17%
Communication Services7.78%
Consumer Cyclical7.42%
Behavioral investing profile
7-dimension quality assessment
Solid(3.0 / 5.0)
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Holdings8 positions
Activity:
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
GUARDANT HEALTH INC | 7.8M | $672M | 45.9% | $76.70 | +12.56% | 2 qtrssince 2019-Q1 | Unchanged 0 |
UBER TECHNOLOGIES INC | 6.2M | $288.6M | 19.7% | $46.38 | 0.00% | 1 qtr | New 98 |
SNAP INC | 8M | $113.8M | 7.8% | $11.02 | +29.76% | 2 qtrssince 2019-Q1 | Unchanged 0 |
PDD HOLDINGS INC | 5.3M | $108.6M | 7.4% | $24.80 | -16.81% | 2 qtrssince 2019-Q1 | Unchanged 0 |
BLOCK INC | 1.3M | $97.5M | 6.7% | $74.92 | -3.19% | 2 qtrssince 2019-Q1 | Unchanged 0 |
SUNRUN INC | 3.7M | $70.1M | 4.8% | $14.06 | -0.50% | 2 qtrssince 2019-Q1 | Decreased 0 |
BRIDGEBIO PHARMA INC | 2.5M | $68.6M | 4.7% | $26.97 | 0.00% | 1 qtr | New 85 |
QUINCE THERAPEUTICS INC | 1M | $44.2M | 3.0% | $42.51 | 0.00% | 1 qtr | New 84 |
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Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
No active accumulation streaks detected for this filer.
Streaks require 2+ consecutive quarters of increased positions in the most recent period.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer