SC US (TTGP), LTD.
Institutional investor · Portfolio as of Q4 2022
Top Holdings23 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
SNOWFLAKE INC-CLASS A | 13.6M | $2B | 25.8% | $221.51 | -35.20% | 8 qtrssince 2021-Q1 | Decreased 0 |
NU HOLDINGS LTD/CAYMAN ISL-A | 435.3M | $1.8B | 23.4% | $9.40 | -56.70% | 5 qtrssince 2021-Q4 | Decreased 0 |
DOORDASH INC - A | 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 |
PDD HOLDINGS 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 - CLASS A | 2.4M | $175.6M | 2.3% | $79.67 | -7.75% | 2 qtrssince 2022-Q3 | Increased 85 |
KE HOLDINGS INC-ADR | 11M | $153.1M | 2.0% | $19.09 | -30.85% | 5 qtrssince 2021-Q4 | Unchanged 0 |
ROBINHOOD MARKETS INC - A | 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-CLASS A | 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% | — | — | — | — |
BERKELEY LTS 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 -CLASS A | 57,695 | $1.6M | 0.0% | $34.19 | -16.75% | 3 qtrssince 2022-Q2 | Unchanged 0 |
BLOCK 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 Rating: 2/5.0.
Added 1 new position, exited 1, increased 1, trimmed 7. Top move: DDOG (INCREASED, conviction 85). Portfolio: $7.6B across 23 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 Losers
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