SC US (TTGP), LTD.
Institutional investor · Portfolio as of Q2 2019
Top Holdings8 positions
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 - A | 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 | -27.52% | 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 |
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: 2/5.0.
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
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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