SC US (TTGP), LTD.
Institutional investor · Portfolio as of Q3 2024
Top Holdings17 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
DOORDASH INC - A | 31.6M | $4.5B | 32.9% | $140.01 | +1.58% | 16 qtrssince 2020-Q4 | Decreased 0 |
NU HOLDINGS LTD/CAYMAN ISL-A | 250.9M | $3.4B | 25.0% | $9.40 | +47.55% | 12 qtrssince 2021-Q4 | Decreased 0 |
PDD HOLDINGS INC | 12M | $1.6B | 11.8% | $81.92 | +65.27% | 23 qtrssince 2019-Q1 | Decreased 0 |
MAPLEBEAR INC | 34.5M | $1.4B | 10.2% | $30.08 | +32.65% | 5 qtrssince 2023-Q3 | Decreased 0 |
SNOWFLAKE INC-CLASS A | 7.5M | $860M | 6.3% | $221.51 | -48.57% | 15 qtrssince 2021-Q1 | Decreased 0 |
UNITY SOFTWARE INC | 32.2M | $727.4M | 5.3% | $78.67 | -71.29% | 17 qtrssince 2020-Q3 | Decreased 0 |
ROBINHOOD MARKETS INC - A | 17.1M | $400.8M | 2.9% | $43.13 | +123.16% | 13 qtrssince 2021-Q3 | Unchanged 0 |
DATADOG INC - CLASS A | 2.4M | $274.9M | 2.0% | $79.67 | +43.34% | 9 qtrssince 2022-Q3 | Unchanged 0 |
FULL TRUCK ALLIANCE CO LTD | 13.1M | $117.7M | 0.9% | $8.45 | +7.93% | 12 qtrssince 2021-Q4 | Unchanged 0 |
BLOCK INC | 990,778 | $66.5M | 0.5% | $75.00 | -10.71% | 23 qtrssince 2019-Q1 | Increased 57 |
KE HOLDINGS INC-ADR | 3.3M | $65.5M | 0.5% | $19.09 | +2.62% | 12 qtrssince 2021-Q4 | Decreased 0 |
AIRBNB INC-CLASS A | 514,199 | $65.2M | 0.5% | $153.10 | -17.17% | 16 qtrssince 2020-Q4 | Unchanged 0 |
| 60M | $60M | 0.4% | — | — | 4 qtrssince 2023-Q4 | Unchanged 0 | |
BRIDGEBIO PHARMA INC | 1.9M | $47.4M | 0.3% | $26.97 | -7.53% | 22 qtrssince 2019-Q2 | Unchanged 0 |
FRESHWORKS INC | 2.9M | $33.1M | 0.2% | $19.94 | -42.63% | 11 qtrssince 2022-Q1 | Unchanged 0 |
AMPLITUDE INC | 2.8M | $25.1M | 0.2% | $21.74 | -58.83% | 13 qtrssince 2021-Q3 | Unchanged 0 |
BITDEER TECHNOLOGIES GROUP | 138,168 | $1.1M | 0.0% | $11.88 | -28.96% | 6 qtrssince 2023-Q2 | Unchanged 0 |
SC US (TTGP), LTD. manages $13.7B across 17 positions as of Q3 2024. Top holdings: DASH (32.9%), NU (25.0%), PDD (11.8%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 2/5.0.
Exited 1, increased 1, trimmed 7. Top move: XYZ (INCREASED, conviction 57). Portfolio: $13.7B across 17 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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