SC US (TTGP), LTD.
Institutional investor · Portfolio as of Q2 2025
Top Holdings16 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
DOORDASH INC - A | 31.2M | $7.7B | 54.4% | $140.01 | +73.07% | 19 qtrssince 2020-Q4 | Decreased 0 |
| 60M | $1.5B | 10.3% | — | — | 7 qtrssince 2023-Q4 | Unchanged 0 | |
MAPLEBEAR INC | 28M | $1.3B | 9.0% | $30.08 | +49.14% | 8 qtrssince 2023-Q3 | Decreased 0 |
PDD HOLDINGS INC | 10.6M | $1.1B | 7.8% | $81.92 | +28.35% | 26 qtrssince 2019-Q1 | Unchanged 0 |
NU HOLDINGS LTD/CAYMAN ISL-A | 72.8M | $998.6M | 7.1% | $9.40 | +62.02% | 15 qtrssince 2021-Q4 | Decreased 0 |
UNITY SOFTWARE INC | 31.9M | $772.8M | 5.5% | $78.67 | -69.09% | 20 qtrssince 2020-Q3 | Decreased 0 |
DATADOG INC - CLASS A | 2.4M | $321M | 2.3% | $79.67 | +65.78% | 12 qtrssince 2022-Q3 | Unchanged 0 |
FULL TRUCK ALLIANCE CO LTD | 13.1M | $154.2M | 1.1% | $8.45 | +39.76% | 15 qtrssince 2021-Q4 | Unchanged 0 |
BRIDGEBIO PHARMA INC | 1.9M | $80.3M | 0.6% | $26.97 | +66.33% | 25 qtrssince 2019-Q2 | Unchanged 0 |
AIRBNB INC-CLASS A | 511,074 | $67.6M | 0.5% | $153.10 | -13.56% | 19 qtrssince 2020-Q4 | Unchanged 0 |
BLOCK INC | 990,778 | $67.3M | 0.5% | $75.00 | -11.16% | 26 qtrssince 2019-Q1 | Unchanged 0 |
Chime Financial, Inc. Class A | 1.4M | $50M | 0.4% | $33.06 | 0.00% | 1 qtr | New 51 |
FRESHWORKS INC | 2.9M | $43M | 0.3% | $19.94 | -38.16% | 14 qtrssince 2022-Q1 | Unchanged 0 |
KE HOLDINGS INC-ADR | 2.2M | $38.9M | 0.3% | $19.09 | -2.88% | 15 qtrssince 2021-Q4 | Unchanged 0 |
AMPLITUDE INC | 2.8M | $34.7M | 0.2% | $21.74 | -43.29% | 16 qtrssince 2021-Q3 | Unchanged 0 |
BITDEER TECHNOLOGIES GROUP | 138,168 | $1.6M | 0.0% | $11.88 | -6.65% | 9 qtrssince 2023-Q2 | Unchanged 0 |
SC US (TTGP), LTD. manages $14.1B across 16 positions as of Q2 2025. Top holdings: DASH (54.4%), UNITY SOFTWARE INC (10.3%), CART (9.0%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 2/5.0.
Added 1 new position, trimmed 4. Top move: CHYM (NEW, conviction 51). Portfolio: $14.1B across 16 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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