SC US (TTGP), LTD.
Institutional investor · Portfolio as of Q2 2024
Top Holdings18 positions
DOORDASH INC | 31.6M | $3.4B | 27.7% | $140.01 | -22.31% | 15 qtrssince 2020-Q4 | Decreased 0 |
NU HLDGS LTD | 251.3M | $3.2B | 26.1% | $9.40 | +37.13% | 11 qtrssince 2021-Q4 | Decreased 0 |
PDD HOLDINGS INC | 12.7M | $1.7B | 13.6% | $81.92 | +62.30% | 22 qtrssince 2019-Q1 | Unchanged 0 |
MAPLEBEAR INC COM | 41.9M | $1.3B | 10.9% | $30.08 | +6.85% | 4 qtrssince 2023-Q3 | Unchanged 0 |
SNOWFLAKE INC | 7.5M | $1B | 8.2% | $221.51 | -39.01% | 14 qtrssince 2021-Q1 | Decreased 0 |
UNITY SOFTWARE INC | 32.3M | $524.4M | 4.2% | $78.67 | -79.33% | 16 qtrssince 2020-Q3 | Increased 68 |
Robinhood Markets Inc | 17.1M | $388.6M | 3.1% | $43.13 | -47.35% | 12 qtrssince 2021-Q3 | Unchanged 0 |
DATADOG INC | 2.4M | $309.9M | 2.5% | $79.67 | +62.78% | 8 qtrssince 2022-Q3 | Unchanged 0 |
FULL TRUCK ALLIANCE CO LTD | 13.1M | $105M | 0.8% | $8.45 | -5.68% | 11 qtrssince 2021-Q4 | Unchanged 0 |
AIRBNB INC | 514,199 | $78M | 0.6% | $153.10 | -0.96% | 15 qtrssince 2020-Q4 | Decreased 0 |
| 60M | $60M | 0.5% | — | — | 3 qtrssince 2023-Q4 | Unchanged 0 | |
KE HLDGS INC SPONSORED ADS | 4.1M | $58.2M | 0.5% | $18.67 | -27.13% | 11 qtrssince 2021-Q4 | Decreased 0 |
BRIDGEBIO PHARMA INC | 1.9M | $47.1M | 0.4% | $26.97 | -6.08% | 21 qtrssince 2019-Q2 | Unchanged 0 |
FRESHWORKS INC CLASS A COM | 2.9M | $36.6M | 0.3% | $19.94 | -36.36% | 10 qtrssince 2022-Q1 | Unchanged 0 |
SQUARE INC | 556,373 | $35.9M | 0.3% | $81.27 | -20.65% | 22 qtrssince 2019-Q1 | Unchanged 0 |
AMPLITUDE INC | 2.8M | $24.9M | 0.2% | $21.74 | -59.06% | 12 qtrssince 2021-Q3 | Unchanged 0 |
BITDEER TECHNOLOGIES GROUP CL A ORD SHS | 138,168 | $1.4M | 0.0% | $11.88 | -13.64% | 5 qtrssince 2023-Q2 | Unchanged 0 |
COINBASE GLOBAL INC | 2,074 | $460,905 | 0.0% | $173.92 | +3.15% | 3 qtrssince 2023-Q4 | Unchanged 0 |
SC US (TTGP), LTD. manages $12.4B across 18 positions as of Q2 2024. Top holdings: DASH (27.7%), NU (26.1%), PDD (13.6%). Fund DNA: Concentrated Value. HoldingsIntel Score: 2.5/5.0.
Exited 4, increased 1, trimmed 5. Top move: U (INCREASED, conviction 68). Portfolio: $12.4B across 18 positions.
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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
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