SC US (TTGP), LTD.
Institutional investor · Portfolio as of Q2 2020
Top Holdings6 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MEDALLIA INC | 44.4M | $1.1B | 65.8% | — | — | 4 qtrssince 2019-Q3 | Unchanged 0 |
PDD HOLDINGS INC | 5.3M | $451.8M | 26.5% | $24.80 | +252.70% | 6 qtrssince 2019-Q1 | Unchanged 0 |
BRIDGEBIO PHARMA INC | 2.5M | $83M | 4.9% | $26.97 | +20.84% | 5 qtrssince 2019-Q2 | Unchanged 0 |
QUINCE THERAPEUTICS INC | 1M | $48.2M | 2.8% | $42.51 | +5.86% | 5 qtrssince 2019-Q2 | Unchanged 0 |
EVENTBRITE INC | 42,102 | $361,000 | 0.0% | $17.49 | -50.77% | 4 qtrssince 2019-Q3 | Unchanged 0 |
BLOCK INC | 2,856 | $300,000 | 0.0% | $74.92 | +38.39% | 6 qtrssince 2019-Q1 | Decreased 0 |
SC US (TTGP), LTD. manages $1.7B across 6 positions as of Q2 2020. Top holdings: MDLA (65.8%), PDD (26.5%), BBIO (4.9%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 2/5.0.
Exited 1, trimmed 1. No standout high-conviction moves this quarter. Portfolio: $1.7B across 6 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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