SC US (TTGP), LTD.
Institutional investor · Portfolio as of Q3 2020
Top Holdings11 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
SNOWFLAKE INC-CLASS A | 17.5M | $4.4B | 42.2% | $259.13 | 0.00% | 1 qtr | New 100 |
UNITY SOFTWARE INC | 33M | $2.9B | 27.7% | $94.92 | 0.00% | 1 qtr | New 100 |
MEDALLIA INC | 44.4M | $1.2B | 11.7% | — | — | 5 qtrssince 2019-Q3 | Unchanged 0 |
KE HOLDINGS INC-ADR | 11M | $672.1M | 6.5% | $62.04 | 0.00% | 1 qtr | New 100 |
BERKELEY LTS INC | 8M | $614.5M | 5.9% | — | — | 1 qtr | New 100 |
PDD HOLDINGS INC | 5.3M | $390.3M | 3.8% | $24.80 | +197.18% | 7 qtrssince 2019-Q1 | Unchanged 0 |
BRIDGEBIO PHARMA INC | 2.5M | $95.5M | 0.9% | $26.97 | +39.12% | 6 qtrssince 2019-Q2 | Unchanged 0 |
SUMO LOGIC INC | 3.4M | $74.2M | 0.7% | — | — | 1 qtr | New 61 |
QUINCE THERAPEUTICS INC | 1M | $52M | 0.5% | $42.51 | +18.37% | 6 qtrssince 2019-Q2 | Unchanged 0 |
BLOCK INC | 2,856 | $464,000 | 0.0% | $74.92 | +119.98% | 7 qtrssince 2019-Q1 | Unchanged 0 |
EVENTBRITE INC | 42,102 | $457,000 | 0.0% | $17.49 | -37.11% | 5 qtrssince 2019-Q3 | Unchanged 0 |
SC US (TTGP), LTD. manages $10.4B across 11 positions as of Q3 2020. Top holdings: SNOW (42.2%), U (27.7%), MDLA (11.7%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 3.5/5.0.
Added 5 new positions. Top move: SNOW (NEW, conviction 100). Portfolio: $10.4B across 11 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer