SC US (TTGP), LTD.
Institutional investor · Portfolio as of Q4 2022
Top Holdings23 positions
Snowflake Inc | 13.6M | $2B | 25.8% | $221.51 | -35.20% | 8 qtrssince 2021-Q1 | Decreased 0 |
NU Holdings Ltd/Cayman Islands | 435.3M | $1.8B | 23.4% | $9.40 | -56.70% | 5 qtrssince 2021-Q4 | Decreased 0 |
DoorDash Inc | 35.9M | $1.8B | 23.1% | $140.01 | -65.13% | 9 qtrssince 2020-Q4 | Decreased 0 |
Unity Software Inc | 27.5M | $786.2M | 10.4% | $89.38 | -68.01% | 10 qtrssince 2020-Q3 | Decreased 0 |
Pinduoduo Inc | 3.2M | $259.7M | 3.4% | $24.80 | +228.83% | 16 qtrssince 2019-Q1 | Decreased 0 |
FULL TRUCK ALLIANCE CO LTD | 32.2M | $257.7M | 3.4% | $8.45 | -7.93% | 5 qtrssince 2021-Q4 | Unchanged 0 |
Datadog Inc | 2.4M | $175.6M | 2.3% | $79.67 | -7.75% | 2 qtrssince 2022-Q3 | Increased 85 |
KE HLDGS INC | 11M | $153.1M | 2.0% | $18.67 | -30.62% | 5 qtrssince 2021-Q4 | Unchanged 0 |
Robinhood Markets Inc | 17.1M | $139.3M | 1.8% | $43.13 | -81.13% | 6 qtrssince 2021-Q3 | Unchanged 0 |
UiPath Inc | 6.5M | $82.8M | 1.1% | $68.90 | -81.55% | 7 qtrssince 2021-Q2 | Decreased 0 |
Airbnb Inc | 868,275 | $74.2M | 1.0% | $153.10 | -44.16% | 9 qtrssince 2020-Q4 | Decreased 0 |
| 60M | $60M | 0.8% | — | — | 1 qtr | New 58 | |
FRESHWORKS INC | 2.9M | $42.4M | 0.6% | $19.94 | -26.23% | 4 qtrssince 2022-Q1 | Unchanged 0 |
AMPLITUDE INC | 2.8M | $33.8M | 0.4% | $21.74 | -44.44% | 6 qtrssince 2021-Q3 | Unchanged 0 |
BRIDGEBIO PHARMA INC | 1.9M | $14.2M | 0.2% | $26.97 | -71.75% | 15 qtrssince 2019-Q2 | Unchanged 0 |
EMBARK TECHNOLOGY INC | 2.7M | $8.7M | 0.1% | — | — | — | Unchanged 0 |
Berkeley Lights Inc | 1.2M | $3.1M | 0.0% | — | — | 10 qtrssince 2020-Q3 | Unchanged 0 |
| 12.3M | $2.2M | 0.0% | — | — | 5 qtrssince 2021-Q4 | Unchanged 0 | |
ROBLOX Corp | 57,695 | $1.6M | 0.0% | $34.19 | -16.75% | 3 qtrssince 2022-Q2 | Unchanged 0 |
Square Inc | 15,727 | $988,285 | 0.0% | $216.18 | -70.93% | 16 qtrssince 2019-Q1 | Unchanged 0 |
SC US (TTGP), LTD. manages $7.6B across 23 positions as of Q4 2022. Top holdings: SNOW (25.8%), NU (23.4%), DASH (23.1%). Fund DNA: Concentrated Value. HoldingsIntel Score: 2.5/5.0.
Added 1 new position, exited 1, increased 1, trimmed 7. Top move: DDOG (INCREASED, conviction 85). Portfolio: $7.6B across 23 positions.
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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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