SC US (TTGP), LTD.
Institutional investor · Portfolio as of Q2 2023
Top Holdings25 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NU HOLDINGS LTD/CAYMAN ISL-A | 414.3M | $3.3B | 30.8% | $9.40 | -17.13% | 7 qtrssince 2021-Q4 | Decreased 0 |
DOORDASH INC - A | 34.9M | $2.7B | 25.1% | $140.01 | -46.11% | 11 qtrssince 2020-Q4 | Decreased 0 |
SNOWFLAKE INC-CLASS A | 13.1M | $2.3B | 21.6% | $221.51 | -20.65% | 10 qtrssince 2021-Q1 | Decreased 0 |
UNITY SOFTWARE INC | 27.4M | $1.2B | 11.2% | $89.38 | -51.13% | 12 qtrssince 2020-Q3 | Decreased 0 |
DATADOG INC - CLASS A | 2.4M | $235.1M | 2.2% | $79.67 | +21.06% | 4 qtrssince 2022-Q3 | Unchanged 0 |
PDD HOLDINGS INC | 3.2M | $220.2M | 2.1% | $24.80 | +177.82% | 18 qtrssince 2019-Q1 | Unchanged 0 |
FULL TRUCK ALLIANCE CO LTD | 32.2M | $200.3M | 1.9% | $8.45 | -28.64% | 7 qtrssince 2021-Q4 | Unchanged 0 |
ROBINHOOD MARKETS INC - A | 17.1M | $170.8M | 1.6% | $43.13 | -76.88% | 8 qtrssince 2021-Q3 | Unchanged 0 |
KE HOLDINGS INC-ADR | 8.2M | $122.1M | 1.1% | $19.09 | -25.93% | 7 qtrssince 2021-Q4 | Unchanged 0 |
AIRBNB INC-CLASS A | 529,268 | $67.8M | 0.6% | $153.10 | -16.29% | 11 qtrssince 2020-Q4 | Decreased 0 |
FRESHWORKS INC | 2.9M | $50.7M | 0.5% | $19.94 | -11.74% | 6 qtrssince 2022-Q1 | Unchanged 0 |
UIPATH INC | 2M | $33.3M | 0.3% | $68.90 | -75.82% | 9 qtrssince 2021-Q2 | Decreased 0 |
BRIDGEBIO PHARMA INC | 1.9M | $32M | 0.3% | $26.97 | -37.00% | 17 qtrssince 2019-Q2 | Unchanged 0 |
AMPLITUDE INC | 2.8M | $30.8M | 0.3% | $21.74 | -50.14% | 8 qtrssince 2021-Q3 | Unchanged 0 |
BITDEER TECHNOLOGIES GROUP | 1.3M | $14.3M | 0.1% | $11.88 | 0.00% | 1 qtr | New 47 |
EMBARK TECHNOLOGY INC | 2.7M | $7.6M | 0.1% | — | — | 7 qtrssince 2021-Q4 | Unchanged 0 |
ROBLOX CORP -CLASS A | 57,695 | $2.3M | 0.0% | $34.19 | +13.32% | 5 qtrssince 2022-Q2 | Unchanged 0 |
AURORA INNOVATION INC | 500,000 | $1.5M | 0.0% | $11.41 | -75.72% | 7 qtrssince 2021-Q4 | Unchanged 0 |
| 133,387 | $1.1M | 0.0% | — | — | 1 qtr | New 36 | |
BLOCK INC | 15,727 | $1M | 0.0% | $216.18 | -70.21% | 18 qtrssince 2019-Q1 | Unchanged 0 |
SC US (TTGP), LTD. manages $10.6B across 25 positions as of Q2 2023. Top holdings: NU (30.8%), DASH (25.1%), SNOW (21.6%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 2/5.0.
Added 2 new positions, exited 1, trimmed 7. Top move: BTDR (NEW, conviction 47). Portfolio: $10.6B across 25 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer