SC US (TTGP), LTD.SC US (TTGP), LTD.

Institutional investor · Portfolio as of Q4 2020

SEC EDGAR SourceSEC Filings

Top Holdings13 positions

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Activity:
Stock
Shares
Value
Weight
Avg Buy
Est. P&L
Held
Conviction
DASHDASH

DOORDASH INC - A

52M$7.4B44.4%$140.200.00%
1 qtr
New
100
UU

UNITY SOFTWARE INC

33M$5.1B30.2%$94.92+63.11%
2 qtrssince 2020-Q3
Unchanged
0
MDLAMDLADelisted

MEDALLIA INC

44.4M$1.5B8.8%——
6 qtrssince 2019-Q3
Unchanged
0
PDDPDD
ADR

PDD HOLDINGS INC

5.3M$935.1M5.6%$24.80+622.22%
8 qtrssince 2019-Q1
Unchanged
0
CELLCELLDelisted

BERKELEY LTS INC

8M$719.6M4.3%——
2 qtrssince 2020-Q3
Unchanged
0
BEKEBEKE
ADR

KE HOLDINGS INC-ADR

11M$674.8M4.0%$62.04-2.76%
2 qtrssince 2020-Q3
Unchanged
0
BBIOBBIO

BRIDGEBIO PHARMA INC

2.5M$181M1.1%$26.97+163.66%
7 qtrssince 2019-Q2
Unchanged
0
ABNBABNB

AIRBNB INC-CLASS A

691,612$101.5M0.6%$146.800.00%
1 qtr
New
61
SUMOSUMODelisted

SUMO LOGIC INC

3.4M$97.3M0.6%——
2 qtrssince 2020-Q3
Unchanged
0
DOYUDOYU
ADR

DouYu International Holdings Li

3.2M$35.1M0.2%———
—
QNCXQNCX

QUINCE THERAPEUTICS INC

1M$28.9M0.2%$42.51-32.65%
7 qtrssince 2019-Q2
Unchanged
0
EBEBDelisted

EVENTBRITE INC

42,102$762,0000.0%$17.49+4.63%
6 qtrssince 2019-Q3
Unchanged
0
XYZXYZ

BLOCK INC

2,857$622,0000.0%$74.97+194.83%
8 qtrssince 2019-Q1
Increased
27
$16.7B
AUM
13
Positions
Q4 2020
Filing
Rating · 3.5
Quarterly Portfolio Change
+42%Q2'19$1.5B+54%Q3'19$2.3B+3%Q4'19$2.3B-44%Q1'20$1.3B+695%Q3'20$10.4B+61%Q4'20$16.7B
Activity profile
$ moved · Q4'20
New63%Increased0%Decreased0%Exited37%
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
Avg 3.1 quarters
<1Q23%1-4Q31%1-2Y46%2Y+0%

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 Rating: 3.5/5.0.

Q4 2020 Summary

Added 3 new positions, exited 1, increased 1. Top move: DASH (NEW, conviction 100). Portfolio: $16.7B across 13 positions.

Portfolio Allocation

Top holdings by portfolio weight

Total AUM$17B
DASH44.38%
U30.22%
MDLA8.82%
PDD5.59%
CELL4.30%
BEKE4.03%
BBIO1.08%
ABNB0.61%
SUMO0.58%
DOYU0.21%
Other0.17%
Sector Breakdown

Portfolio allocation by GICS sector

Sectors6
Consumer Cyclical50.58%
Technology30.23%
Unknown13.70%
Real Estate4.03%
Healthcare1.25%
Communication Services0.21%
Fund DNA

Behavioral investing profile

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Concentrated Value- primarily Consumer Cyclical, Technology, Unknown
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Fund Rating
7-dimension quality assessment
Strong(3.5 / 5.0)
Track Record51
Conviction39
Concentration100
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Position Outcomes

Best and worst performing positions by estimated return

Top Losers

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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

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