SC US (TTGP), LTD.
Institutional investor · Portfolio as of Q3 2021
Top Holdings14 positions
DOORDASH INC | 39.4M | $8.1B | 45.3% | $140.20 | +46.81% | 4 qtrssince 2020-Q4 | Unchanged 0 |
SNOWFLAKE INC | 12.1M | $3.7B | 20.4% | $222.07 | +32.30% | 3 qtrssince 2021-Q1 | Unchanged 0 |
UNITY SOFTWARE INC | 26M | $3.3B | 18.3% | $94.92 | +32.56% | 5 qtrssince 2020-Q3 | Unchanged 0 |
MEDALLIA INC | 32.7M | $1.1B | 6.2% | — | — | 9 qtrssince 2019-Q3 | Unchanged 0 |
ROBINHOOD MKTS INC | 17.1M | $720.1M | 4.0% | $43.13 | 0.00% | 1 qtr | New 91 |
UIPATH INC | 8.6M | $454.2M | 2.5% | $68.90 | -24.53% | 2 qtrssince 2021-Q2 | Unchanged 0 |
PDD HOLDINGS INC | 3.5M | $317.3M | 1.8% | $24.80 | +265.60% | 11 qtrssince 2019-Q1 | Decreased 0 |
AIRBNB INC | 554,103 | $93M | 0.5% | $147.08 | +14.05% | 4 qtrssince 2020-Q4 | Increased 46 |
BRIDGEBIO PHARMA INC | 1.9M | $87.2M | 0.5% | $26.97 | +73.79% | 10 qtrssince 2019-Q2 | Unchanged 0 |
BERKELEY LIGHTS INC | 2.3M | $45.6M | 0.3% | — | — | 5 qtrssince 2020-Q3 | Decreased 0 |
SUMO LOGIC INC | 1.8M | $29.4M | 0.2% | — | — | 5 qtrssince 2020-Q3 | Decreased 0 |
AMPLITUDE INC | 235,201 | $12.8M | 0.1% | $54.01 | 0.00% | 1 qtr | New 42 |
BLOCK INC | 15,727 | $3.8M | 0.0% | $216.18 | +9.19% | 11 qtrssince 2019-Q1 | Increased 46 |
EVENTBRITE INC | 32,746 | $619,000 | 0.0% | $17.49 | +8.23% | 9 qtrssince 2019-Q3 | Unchanged 0 |
SC US (TTGP), LTD. manages $17.9B across 14 positions as of Q3 2021. Top holdings: DASH (45.3%), SNOW (20.4%), U (18.3%). Fund DNA: Concentrated Value. HoldingsIntel Score: 2.5/5.0.
Added 2 new positions, exited 3, increased 2, trimmed 3. Top move: HOOD (NEW, conviction 91). Portfolio: $17.9B across 14 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
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