SC US (TTGP), LTD.
Institutional investor · Portfolio as of Q3 2025
Top Holdings17 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
DOORDASH INC - A | 31.2M | $8.5B | 52.3% | $140.01 | +94.63% | 20 qtrssince 2020-Q4 | Decreased 0 |
KLARNA GROUP PLC | 55M | $2B | 12.4% | $38.44 | 0.00% | 1 qtr | New 100 |
FIGMA INC-CL A | 25.3M | $1.3B | 8.1% | $53.15 | 0.00% | 1 qtr | New 100 |
UNITY SOFTWARE INC | 31.9M | $1.3B | 7.9% | $78.67 | -45.42% | 21 qtrssince 2020-Q3 | Unchanged 0 |
PDD HOLDINGS INC | 8.8M | $1.2B | 7.2% | $81.92 | +59.52% | 27 qtrssince 2019-Q1 | Decreased 0 |
MAPLEBEAR INC | 28M | $1B | 6.4% | $30.08 | +26.06% | 9 qtrssince 2023-Q3 | Unchanged 0 |
DATADOG INC - CLASS A | 2.4M | $340.3M | 2.1% | $79.67 | +220.64% | 13 qtrssince 2022-Q3 | Unchanged 0 |
FULL TRUCK ALLIANCE CO LTD | 13.1M | $169.4M | 1.0% | $8.45 | +54.79% | 16 qtrssince 2021-Q4 | Unchanged 0 |
BRIDGEBIO PHARMA INC | 1.9M | $96.6M | 0.6% | $26.97 | +92.58% | 26 qtrssince 2019-Q2 | Unchanged 0 |
BLOCK INC | 990,778 | $71.6M | 0.4% | $75.00 | +0.52% | 27 qtrssince 2019-Q1 | Unchanged 0 |
| 510,666 | $62M | 0.4% | — | — | — | New 52 | |
| 60M | $60M | 0.4% | — | — | 8 qtrssince 2023-Q4 | Unchanged 0 | |
KE HOLDINGS INC-ADR | 2.2M | $41.7M | 0.3% | $19.09 | +5.87% | 16 qtrssince 2021-Q4 | Unchanged 0 |
AMPLITUDE INC | 2.8M | $30M | 0.2% | $21.74 | -47.33% | 17 qtrssince 2021-Q3 | Unchanged 0 |
Chime Financial, Inc. Class A | 1.4M | $29.2M | 0.2% | $33.06 | -37.08% | 2 qtrssince 2025-Q2 | Unchanged 0 |
VIA TRANSN INC | 421,915 | $20.3M | 0.1% | $47.67 | 0.00% | 1 qtr | New 50 |
BITDEER TECHNOLOGIES GROUP | 138,168 | $2.4M | 0.0% | $11.88 | +45.71% | 10 qtrssince 2023-Q2 | Unchanged 0 |
SC US (TTGP), LTD. manages $16.2B across 17 positions as of Q3 2025. Top holdings: DASH (52.3%), KLAR (12.4%), FIG (8.1%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 3.5/5.0.
Added 4 new positions, exited 3, trimmed 2. Top move: KLAR (NEW, conviction 100). Portfolio: $16.2B 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