SC US (TTGP), LTD.
Institutional investor · Portfolio as of Q3 2021
Top Holdings14 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
DOORDASH INC - A | 39.4M | $8.1B | 45.3% | $140.20 | +46.81% | 4 qtrssince 2020-Q4 | Unchanged 0 |
SNOWFLAKE INC-CLASS A | 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 MARKETS INC - A | 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 | +259.11% | 11 qtrssince 2019-Q1 | Decreased 0 |
AIRBNB INC-CLASS A | 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 LTS 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 Rating: 2/5.0.
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
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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer