SC US (TTGP), LTD.
Institutional investor · Portfolio as of Q4 2021
Top Holdings19 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
DOORDASH INC - A | 35.5M | $5.3B | 26.4% | $140.20 | +8.69% | 5 qtrssince 2020-Q4 | Decreased 0 |
NU HOLDINGS LTD/CAYMAN ISL-A | 555.4M | $5.2B | 25.9% | $9.40 | 0.00% | 1 qtr | New 100 |
SNOWFLAKE INC-CLASS A | 12.1M | $4.1B | 20.4% | $222.07 | +53.39% | 4 qtrssince 2021-Q1 | Unchanged 0 |
UNITY SOFTWARE INC | 23.4M | $3.3B | 16.6% | $94.92 | +53.73% | 6 qtrssince 2020-Q3 | Decreased 0 |
EMBARK TECHNOLOGY INC | 53.1M | $461.3M | 2.3% | — | — | — | — |
UIPATH INC | 8.6M | $372.3M | 1.9% | $68.90 | -35.53% | 3 qtrssince 2021-Q2 | Unchanged 0 |
ROBINHOOD MARKETS INC - A | 17.1M | $303.9M | 1.5% | $43.13 | -57.80% | 2 qtrssince 2021-Q3 | Unchanged 0 |
FULL TRUCK ALLIANCE CO LTD | 32.2M | $269.6M | 1.3% | $8.45 | 0.00% | 1 qtr | New 73 |
KE HOLDINGS INC-ADR | 11M | $220.6M | 1.1% | $19.09 | 0.00% | 1 qtr | New 73 |
PDD HOLDINGS INC | 3.5M | $204.1M | 1.0% | $24.80 | +139.72% | 12 qtrssince 2019-Q1 | Unchanged 0 |
AIRBNB INC-CLASS A | 854,128 | $142.2M | 0.7% | $153.90 | +8.18% | 5 qtrssince 2020-Q4 | Increased 63 |
| 12.3M | $75.9M | 0.4% | — | — | 1 qtr | New 52 | |
BRIDGEBIO PHARMA INC | 1.9M | $31M | 0.2% | $26.97 | -46.05% | 11 qtrssince 2019-Q2 | Unchanged 0 |
SUMO LOGIC INC | 1.8M | $24.7M | 0.1% | — | — | 6 qtrssince 2020-Q3 | Unchanged 0 |
BERKELEY LTS INC | 1.2M | $21.2M | 0.1% | — | — | 6 qtrssince 2020-Q3 | Decreased 0 |
AMPLITUDE INC | 235,201 | $12.5M | 0.1% | $54.01 | +1.22% | 2 qtrssince 2021-Q3 | Unchanged 0 |
AURORA INNOVATION INC | 500,000 | $5.6M | 0.0% | $11.41 | 0.00% | 1 qtr | New 40 |
BLOCK INC | 15,727 | $2.5M | 0.0% | $216.18 | -23.52% | 12 qtrssince 2019-Q1 | Unchanged 0 |
EVENTBRITE INC | 32,746 | $571,000 | 0.0% | $17.49 | -1.26% | 10 qtrssince 2019-Q3 | Unchanged 0 |
SC US (TTGP), LTD. manages $20.1B across 19 positions as of Q4 2021. Top holdings: DASH (26.4%), NU (25.9%), SNOW (20.4%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 2/5.0.
Active quarter - 6 new positions, 1 exits, 1 increased. Top move: NU (NEW, conviction 100). Portfolio: $20.1B across 19 positions.
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Portfolio allocation by GICS sector
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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