SC US (TTGP), LTD.
Institutional investor · Portfolio as of Q2 2021
Top Holdings15 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
DOORDASH INC - A | 39.4M | $7B | 44.8% | $140.20 | +31.18% | 3 qtrssince 2020-Q4 | Decreased 0 |
SNOWFLAKE INC-CLASS A | 12.1M | $2.9B | 18.6% | $222.07 | +10.69% | 2 qtrssince 2021-Q1 | Decreased 0 |
UNITY SOFTWARE INC | 26M | $2.9B | 18.2% | $94.92 | +16.78% | 4 qtrssince 2020-Q3 | Decreased 0 |
MEDALLIA INC | 32.7M | $1.1B | 7.0% | — | — | 8 qtrssince 2019-Q3 | Decreased 0 |
PDD HOLDINGS INC | 4.7M | $595M | 3.8% | $24.80 | +438.51% | 10 qtrssince 2019-Q1 | Decreased 0 |
UIPATH INC | 8.6M | $586.4M | 3.7% | $68.90 | 0.00% | 1 qtr | New 90 |
23andMe Holding Co. | 14.2M | $165.8M | 1.1% | — | — | 1 qtr | New 72 |
BERKELEY LTS INC | 3.5M | $156.8M | 1.0% | — | — | 4 qtrssince 2020-Q3 | Decreased 0 |
BRIDGEBIO PHARMA INC | 1.9M | $113.4M | 0.7% | $26.97 | +122.91% | 9 qtrssince 2019-Q2 | Decreased 0 |
AIRBNB INC-CLASS A | 546,717 | $83.7M | 0.5% | $146.80 | +4.32% | 3 qtrssince 2020-Q4 | Decreased 0 |
SUMO LOGIC INC | 2.4M | $50.1M | 0.3% | — | — | 4 qtrssince 2020-Q3 | Decreased 0 |
QUINCE THERAPEUTICS INC | 560,594 | $29.7M | 0.2% | $42.51 | -19.74% | 9 qtrssince 2019-Q2 | Decreased 0 |
DouYu International Holdings Li | 2.4M | $16.3M | 0.1% | — | — | — | — |
EVENTBRITE INC | 32,746 | $622,000 | 0.0% | $17.49 | +9.78% | 8 qtrssince 2019-Q3 | Unchanged 0 |
BLOCK INC | 1,939 | $473,000 | 0.0% | $74.97 | +231.95% | 10 qtrssince 2019-Q1 | Unchanged 0 |
SC US (TTGP), LTD. manages $15.7B across 15 positions as of Q2 2021. Top holdings: DASH (44.8%), SNOW (18.6%), U (18.2%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 2/5.0.
Added 2 new positions, trimmed 10. Top move: PATH (NEW, conviction 90). Portfolio: $15.7B 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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer