SC US (TTGP), LTD.SC US (TTGP), LTD.

Institutional investor · Portfolio as of Q3 2019

Top Holdings10 positions

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Activity:
MDLAMDLADelisted

MEDALLIA INC

44.4M$1.2B54.1%——
1 qtr
New
100

GUARDANT HEALTH INC

3.1M$199M8.8%$76.70-18.40%
3 qtrssince 2019-Q1
Decreased
0

HEALTH CATALYST INC

6.2M$195.5M8.7%$30.310.00%
1 qtr
New
97

Uber Technologies Inc

6.2M$189.6M8.4%$46.38+54.18%
2 qtrssince 2019-Q2
Unchanged
0
PDDPDD
ADR

Pinduoduo Inc

5.3M$169.6M7.5%$24.80+29.92%
3 qtrssince 2019-Q1
Unchanged
0

Snap Inc

7.4M$117.2M5.2%$11.02+45.37%
3 qtrssince 2019-Q1
Decreased
0

Square Inc

1.3M$83.1M3.7%$74.92-18.91%
3 qtrssince 2019-Q1
Decreased
0

BRIDGEBIO PHARMA INC

2.5M$54.6M2.4%$26.97-20.39%
2 qtrssince 2019-Q2
Unchanged
0

CORTEXYME INC

1M$25.9M1.2%$42.51-42.01%
2 qtrssince 2019-Q2
Unchanged
0
EBEBDelisted

EVENTBRITE INC

46,780$828,0000.0%$17.490.00%
1 qtr
New
37
$2.3B
AUM
10
Positions
Q3 2019
Filing
HI score · 2.5/5
Quarterly 13F Value Change
+42%Q2'19$1.5B+54%Q3'19$2.3B
Activity profile
$ moved · Q3'19
New72%Increased0%Decreased25%Exited4%
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
Avg 1.1 quarters
<1Q30%1-4Q70%1-2Y0%2Y+0%

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 Score: 2.5/5.0.

Q3 2019 Summary

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

Total AUM$2B
MDLA54.05%
GH8.83%
HCAT8.68%
UBER8.41%
PDD7.53%
SNAP5.20%
XYZ3.69%
BBIO2.42%
QNCX1.15%
EB0.04%

Portfolio allocation by GICS sector

Sectors5
Unknown54.05%
Healthcare21.08%
Technology12.10%
Consumer Cyclical7.53%
Communication Services5.24%

Behavioral investing profile

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Concentrated Value- primarily Unknown, Healthcare, Technology
Compare DNA across all funds
7-dimension, SEC 13F-derived research score
Solid(2.5 / 5.0)
Holdings P&L47
Conviction38
Concentration100
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Position Outcomes

Best and worst performing positions by estimated return

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Similar Funds

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Accumulation Streaks

Positions with 2+ consecutive quarters of increases - persistent directional conviction.

Security
2Q
FIGFIGFIGMA INC CLASS A COM STK
Q1 2026 → Q2 2026+1.5M shares-$460.5M
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer

Verify source filings on SEC EDGAR

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