SC US (TTGP), LTD.
Institutional investor · Portfolio as of Q3 2023
Top Holdings23 positions
DoorDash Inc | 32.9M | $2.6B | 24.1% | $140.01 | -43.24% | 12 qtrssince 2020-Q4 | Decreased 0 |
Snowflake Inc | 13M | $2B | 18.4% | $221.51 | -31.03% | 11 qtrssince 2021-Q1 | Decreased 0 |
NU Holdings Ltd/Cayman Islands | 252.3M | $1.8B | 16.9% | $9.40 | -22.87% | 8 qtrssince 2021-Q4 | Decreased 0 |
Pinduoduo Inc | 14.4M | $1.4B | 13.1% | $81.92 | +19.72% | 19 qtrssince 2019-Q1 | Increased 100 |
Maplebear Inc | 39.8M | $1.2B | 10.9% | $29.69 | 0.00% | 1 qtr | New 99 |
Unity Software Inc | 27.4M | $858.6M | 7.9% | $89.38 | -64.88% | 13 qtrssince 2020-Q3 | Decreased 0 |
FULL TRUCK ALLIANCE CO LTD | 32.2M | $226.8M | 2.1% | $8.45 | -18.93% | 8 qtrssince 2021-Q4 | Unchanged 0 |
Datadog Inc | 2.4M | $217.7M | 2.0% | $79.67 | +14.33% | 5 qtrssince 2022-Q3 | Unchanged 0 |
Robinhood Markets Inc | 17.1M | $167.9M | 1.5% | $43.13 | -77.25% | 9 qtrssince 2021-Q3 | Unchanged 0 |
KE HLDGS INC | 5.5M | $85.1M | 0.8% | $18.67 | -22.03% | 8 qtrssince 2021-Q4 | Decreased 0 |
Airbnb Inc | 524,253 | $71.9M | 0.7% | $153.10 | -10.38% | 12 qtrssince 2020-Q4 | Decreased 0 |
FRESHWORKS INC | 2.9M | $57.5M | 0.5% | $19.94 | -0.10% | 7 qtrssince 2022-Q1 | Unchanged 0 |
BRIDGEBIO PHARMA INC | 1.9M | $49.1M | 0.5% | $26.97 | -2.22% | 18 qtrssince 2019-Q2 | Unchanged 0 |
UiPath Inc | 2M | $34.4M | 0.3% | $68.90 | -80.44% | 10 qtrssince 2021-Q2 | Unchanged 0 |
AMPLITUDE INC | 2.8M | $32.4M | 0.3% | $21.74 | -46.78% | 9 qtrssince 2021-Q3 | Unchanged 0 |
BITDEER TECHNOLOGIES GROUP | 1.3M | $12.3M | 0.1% | $11.88 | -18.86% | 2 qtrssince 2023-Q2 | Unchanged 0 |
ROBLOX Corp | 57,695 | $1.7M | 0.0% | $34.19 | -15.29% | 6 qtrssince 2022-Q2 | Unchanged 0 |
AURORA INNOVATION INC | 500,000 | $1.2M | 0.0% | $11.26 | -79.13% | 8 qtrssince 2021-Q4 | Unchanged 0 |
Berkeley Lights Inc | 1.2M | $1.2M | 0.0% | — | — | 13 qtrssince 2020-Q3 | Unchanged 0 |
Square Inc | 15,727 | $696,077 | 0.0% | $216.18 | -79.53% | 19 qtrssince 2019-Q1 | Unchanged 0 |
SC US (TTGP), LTD. manages $10.9B across 23 positions as of Q3 2023. Top holdings: DASH (24.1%), SNOW (18.4%), NU (16.9%). Fund DNA: Concentrated Value. HoldingsIntel Score: 2.5/5.0.
Added 1 new position, exited 3, increased 1, trimmed 6. Top move: PDD (INCREASED, conviction 100). Portfolio: $10.9B across 23 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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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
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