SC US (TTGP), LTD.
Institutional investor · Portfolio as of Q4 2020
Top Holdings13 positions
DOORDASH INC | 52M | $7.4B | 44.4% | $140.20 | 0.00% | 1 qtr | New 100 |
UNITY SOFTWARE INC | 33M | $5.1B | 30.2% | $94.92 | +63.11% | 2 qtrssince 2020-Q3 | Unchanged 0 |
MEDALLIA INC | 44.4M | $1.5B | 8.8% | — | — | 6 qtrssince 2019-Q3 | Unchanged 0 |
PDD HOLDINGS INC | 5.3M | $935.1M | 5.6% | $24.80 | +616.41% | 8 qtrssince 2019-Q1 | Unchanged 0 |
BERKELEY LTS INC | 8M | $719.6M | 4.3% | — | — | 2 qtrssince 2020-Q3 | Unchanged 0 |
KE HLDGS INC | 11M | $674.8M | 4.0% | $56.89 | +0.39% | 2 qtrssince 2020-Q3 | Unchanged 0 |
BRIDGEBIO PHARMA INC | 2.5M | $181M | 1.1% | $26.97 | +163.66% | 7 qtrssince 2019-Q2 | Unchanged 0 |
AIRBNB INC | 691,612 | $101.5M | 0.6% | $146.80 | 0.00% | 1 qtr | New 61 |
SUMO LOGIC INC | 3.4M | $97.3M | 0.6% | — | — | 2 qtrssince 2020-Q3 | Unchanged 0 |
DouYu International Holdings Li | 3.2M | $35.1M | 0.2% | — | — | — | New 51 |
QUINCE THERAPEUTICS INC | 1M | $28.9M | 0.2% | $42.51 | -32.65% | 7 qtrssince 2019-Q2 | Unchanged 0 |
EVENTBRITE INC | 42,102 | $762,000 | 0.0% | $17.49 | +4.63% | 6 qtrssince 2019-Q3 | Unchanged 0 |
BLOCK INC | 2,857 | $622,000 | 0.0% | $74.97 | +194.83% | 8 qtrssince 2019-Q1 | Increased 27 |
SC US (TTGP), LTD. manages $16.7B across 13 positions as of Q4 2020. Top holdings: DASH (44.4%), U (30.2%), MDLA (8.8%). Fund DNA: Concentrated Value. HoldingsIntel Score: 2.5/5.0.
Added 3 new positions, exited 1, increased 1. Top move: DASH (NEW, conviction 100). Portfolio: $16.7B across 13 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
Verify source filings on SEC EDGAR