SC US (TTGP), LTD.
Institutional investor · Portfolio as of Q4 2019
SEC EDGAR SourceSEC Filings
SC US (TTGP), LTD. manages $2.3B across 9 positions as of Q4 2019. Top holdings: MDLA (59.3%), HCAT (9.2%), PDD (8.5%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 3/5.0.
Q4 2019 Summary
Exited 1, trimmed 3. No standout high-conviction moves this quarter. Portfolio: $2.3B across 9 positions.
Top holdings by portfolio weight
MDLA59.29%
HCAT9.20%
PDD8.54%
GH7.80%
SNAP5.20%
BBIO3.83%
XYZ3.59%
QNCX2.51%
EB0.04%
UBER0.00%
Behavioral investing profile
Concentrated Value88%
7-dimension quality assessment
Solid(3.0 / 5.0)
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Holdings9 positions
Activity:
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MEDALLIA INC | 44.4M | $1.4B | 59.3% | — | — | — | Unchanged 0 |
HEALTH CATALYST INC | 6.2M | $214.4M | 9.2% | — | — | — | Unchanged 0 |
PDD HOLDINGS INC | 5.3M | $199.1M | 8.5% | — | — | — | Unchanged 0 |
GUARDANT HEALTH INC | 2.3M | $181.8M | 7.8% | — | — | — | Decreased 0 |
SNAP INC | 7.4M | $121.2M | 5.2% | — | — | — | Unchanged 0 |
BRIDGEBIO PHARMA INC | 2.5M | $89.2M | 3.8% | — | — | — | Unchanged 0 |
BLOCK INC | 1.3M | $83.6M | 3.6% | — | — | — | Decreased 0 |
QUINCE THERAPEUTICS INC | 1M | $58.4M | 2.5% | — | — | — | Unchanged 0 |
EVENTBRITE INC | 42,102 | $849,000 | 0.0% | — | — | — | Decreased 0 |
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Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
No active accumulation streaks detected for this filer.
Streaks require 2+ consecutive quarters of increased positions in the most recent period.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer