SC US (TTGP), LTD.
Institutional investor · Portfolio as of Q2 2022
Top Holdings22 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
DOORDASH INC - A | 35.9M | $2.3B | 26.8% | $140.01 | -51.85% | 7 qtrssince 2020-Q4 | Unchanged 0 |
NU HOLDINGS LTD/CAYMAN ISL-A | 555.4M | $2.1B | 24.2% | $9.40 | -58.83% | 3 qtrssince 2021-Q4 | Unchanged 0 |
SNOWFLAKE INC-CLASS A | 14M | $1.9B | 22.7% | $221.51 | -35.43% | 6 qtrssince 2021-Q1 | Increased 64 |
UNITY SOFTWARE INC | 27.6M | $1B | 11.8% | $89.38 | -55.79% | 8 qtrssince 2020-Q3 | Increased 70 |
FULL TRUCK ALLIANCE CO LTD | 32.2M | $291.8M | 3.4% | $8.45 | -5.21% | 3 qtrssince 2021-Q4 | Unchanged 0 |
PDD HOLDINGS INC | 3.5M | $216.3M | 2.5% | $24.80 | +154.31% | 14 qtrssince 2019-Q1 | Unchanged 0 |
KE HOLDINGS INC-ADR | 11M | $196.8M | 2.3% | $19.09 | -12.05% | 3 qtrssince 2021-Q4 | Unchanged 0 |
UIPATH INC | 8.6M | $157M | 1.8% | $68.90 | -71.34% | 5 qtrssince 2021-Q2 | Unchanged 0 |
ROBINHOOD MARKETS INC - A | 17.1M | $140.7M | 1.6% | $43.13 | -80.36% | 4 qtrssince 2021-Q3 | Unchanged 0 |
AIRBNB INC-CLASS A | 865,635 | $77.1M | 0.9% | $153.36 | -41.91% | 7 qtrssince 2020-Q4 | Increased 43 |
AMPLITUDE INC | 2.8M | $40M | 0.5% | $21.74 | -34.96% | 4 qtrssince 2021-Q3 | Unchanged 0 |
FRESHWORKS INC | 2.9M | $37.9M | 0.4% | $19.94 | -34.40% | 2 qtrssince 2022-Q1 | Unchanged 0 |
EMBARK TECHNOLOGY INC | 53.1M | $26.9M | 0.3% | — | — | — | — |
BRIDGEBIO PHARMA INC | 1.9M | $16.9M | 0.2% | $26.97 | -67.22% | 13 qtrssince 2019-Q2 | Unchanged 0 |
SUMO LOGIC INC | 1.8M | $13.6M | 0.2% | — | — | 8 qtrssince 2020-Q3 | Unchanged 0 |
BERKELEY LTS INC | 1.2M | $5.8M | 0.1% | — | — | 8 qtrssince 2020-Q3 | Unchanged 0 |
| 12.3M | $5.4M | 0.1% | — | — | 3 qtrssince 2021-Q4 | Unchanged 0 | |
ROBLOX CORP -CLASS A | 50,641 | $1.7M | 0.0% | $34.02 | 0.00% | 1 qtr | New 37 |
BLOCK INC | 15,727 | $966,000 | 0.0% | $216.18 | -70.47% | 14 qtrssince 2019-Q1 | Unchanged 0 |
AURORA INNOVATION INC | 500,000 | $955,000 | 0.0% | $11.41 | -83.09% | 3 qtrssince 2021-Q4 | Unchanged 0 |
SC US (TTGP), LTD. manages $8.6B across 22 positions as of Q2 2022. Top holdings: DASH (26.8%), NU (24.2%), SNOW (22.7%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 2/5.0.
Added 2 new positions, increased 3. Top move: U (INCREASED, conviction 70). Portfolio: $8.6B across 22 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 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