SC US (TTGP), LTD.
Institutional investor · Portfolio as of Q3 2019
Top Holdings10 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MEDALLIA INC | 44.4M | $1.2B | 54.1% | — | — | 1 qtr | New 100 |
Guardant Health, Inc. | 3.1M | $199M | 8.8% | $76.70 | -18.40% | 3 qtrssince 2019-Q1 | Decreased 0 |
HEALTH CATALYST INC | 6.2M | $195.5M | 8.7% | $30.31 | 0.00% | 1 qtr | New 97 |
UBER TECHNOLOGIES INC | 6.2M | $189.6M | 8.4% | $46.38 | +63.76% | 2 qtrssince 2019-Q2 | Unchanged 0 |
PDD HOLDINGS INC | 5.3M | $169.6M | 7.5% | $24.80 | +26.13% | 3 qtrssince 2019-Q1 | Unchanged 0 |
SNAP INC - A | 7.4M | $117.2M | 5.2% | $11.02 | +45.37% | 3 qtrssince 2019-Q1 | Decreased 0 |
BLOCK INC | 1.3M | $83.1M | 3.7% | $74.92 | -18.91% | 3 qtrssince 2019-Q1 | Decreased 0 |
BRIDGEBIO PHARMA INC | 2.5M | $54.6M | 2.4% | $26.97 | -25.36% | 2 qtrssince 2019-Q2 | Unchanged 0 |
QUINCE THERAPEUTICS INC | 1M | $25.9M | 1.2% | $42.51 | -42.01% | 2 qtrssince 2019-Q2 | Unchanged 0 |
EVENTBRITE INC | 46,780 | $828,000 | 0.0% | $17.49 | 0.00% | 1 qtr | New 37 |
SC US (TTGP), LTD. manages $2.3B across 10 positions as of Q3 2019. Top holdings: MDLA (54.1%), GH (8.8%), HCAT (8.7%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 2/5.0.
Added 3 new positions, exited 1, trimmed 3. Top move: MDLA (NEW, conviction 100). Portfolio: $2.3B across 10 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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer