How many stocks does SC US (TTGP), Ltd. own?

As of Q2 2026, SC US (TTGP), Ltd. holds 19 positions in their 13F portfolio.

What is SC US (TTGP), Ltd.'s largest holding?

SPCX at 65.6% of portfolio, worth $20.9B.

What is SC US (TTGP), Ltd.'s total portfolio value?

$31.9B as of Q2 2026, tracked across 19 holdings.

Is SC US (TTGP), Ltd. a hedge fund?

SC US (TTGP), Ltd. is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does SC US (TTGP), Ltd. report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has SC US (TTGP), Ltd.'s portfolio changed in Q2 2026?

View SC US (TTGP), Ltd.'s latest portfolio changes, new positions, and exits for Q2 2026 on HoldingsIntel.

What is SC US (TTGP), Ltd.'s investment strategy?

SC US (TTGP), Ltd. is classified as a Concentrated Value fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

SC US (TTGP), Ltd.

Institutional investor · Portfolio as of Q2 2026

Q2 2026

SEC 13F snapshot

Top Holdings19 positions

Checking export access…

Activity:

				Price Trend
SPCX Space Exploration Technologies Corp.	122.5M	$20.9B	65.6%	—	$170.86	-18.10%	1 qtr	New Unranked
DASH DoorDash, Inc.	31.6M	$5.8B	18.3%	—	$143.87	+19.95%	23 qtrssince 2020-Q4	Unchanged 0
CART Maplebear Inc.	27.9M	$1.3B	4.1%	—	$30.08	+94.42%	12 qtrssince 2023-Q3	Unchanged 0
KLAR Klarna Group plc	55M	$1.1B	3.5%	—	$36.65	-65.32%	4 qtrssince 2025-Q3	Unchanged 0
U Unity Software Inc.	31.8M	$909.6M	2.9%	—	$72.86	-31.13%	24 qtrssince 2020-Q3	Unchanged 0
PDD ADR PDD Holdings Inc.	8.8M	$674.4M	2.1%	—	$81.92	-5.36%	30 qtrssince 2019-Q1	Unchanged 0
FIG Figma, Inc.	26.7M	$483.5M	1.5%	—	$50.18	-62.30%	4 qtrssince 2025-Q3	Increased 52
BBIO BridgeBio Pharma, Inc.	1.9M	$138.6M	0.4%	—	$26.97	+189.84%	29 qtrssince 2019-Q2	Unchanged 0
YMM ADR Full Truck Alliance Co. Ltd.	13.1M	$106M	0.3%	—	$7.90	+7.46%	19 qtrssince 2021-Q4	Unchanged 0
XYZ Block, Inc.	990,778	$75.3M	0.2%	—	—	—	30 qtrssince 2019-Q1	Unchanged 0
ABNB Airbnb, Inc.	510,666	$73.1M	0.2%	—	$135.72	+33.46%	3 qtrssince 2025-Q4	Unchanged 0
AUR Aurora Innovation, Inc.	8.8M	$60.1M	0.2%	—	$3.84	+13.28%	3 qtrssince 2025-Q4	Unchanged 0
?? UNITY SOFTWARE INC Bond	60M	$60M	0.2%	—	—	—	11 qtrssince 2023-Q4	Unchanged 0
BEKE ADR KE Holdings Inc	2.2M	$31.9M	0.1%	—	$18.67	-5.48%	19 qtrssince 2021-Q4	Unchanged 0
CHYM Chime Financial, Inc.	1.4M	$29.7M	0.1%	—	$34.50	-4.25%	5 qtrssince 2025-Q2	Unchanged 0
TSLA Tesla, Inc.	55,407	$23.3M	0.1%	—	$371.75	+6.91%	2 qtrssince 2026-Q1	Unchanged 0
AMPL Amplitude, Inc.	2.8M	$21.4M	0.1%	—	$21.45	-19.20%	20 qtrssince 2021-Q3	Unchanged 0
BTDR Bitdeer Technologies Group	138,168	$2.2M	0.0%	—	$11.20	-42.77%	13 qtrssince 2023-Q2	Unchanged 0
MDB MongoDB, Inc.	2,706	$908,945	0.0%	—	$244.77	+38.82%	2 qtrssince 2026-Q1	Unchanged 0

$31.9B

AUM

Positions

Q2 2026

Filing

HI rating · 4.0/5

Quarterly 13F Value Change

Reported 13F value ($B)

Reported 13F values and quarter-over-quarter reported value changes; not investment returns.
Quarter	Reported value in US dollars	Reported value change
2025-Q1	$10,574,651,549	-14.6940280378%
2025-Q2	$14,148,303,692	33.7945144239%
2025-Q3	$16,208,237,668	14.5595826952%
2025-Q4	$14,010,268,180	-13.5608172401%
2026-Q1	$9,245,702,535	-34.0076691166%
2026-Q2	$31,889,988,253	244.916874973%

Activity profile

$ moved · Q2'26

New100%Increased0%Decreased0%Exited0%

Composition

Equity vs derivatives

Equity100%Puts0%Calls0%

Holding period

Avg 3.7 years

<1Q5%1-4Q21%1-2Y5%2Y+68%

Q2 2026 Summary

Reported listing changes in SPCX; increased 1, led by FIG (+1 shares). Top move: FIG (INCREASED, conviction 52). Portfolio: $31.9B across 19 positions.

Portfolio Allocation

Top holdings by portfolio weight

SPCX65.64%

DASH18.28%

CART4.15%

KLAR3.49%

U2.85%

PDD2.11%

FIG1.52%

BBIO0.43%

YMM0.33%

XYZ0.24%