SC US (TTGP), LTD.
Institutional investor · Portfolio as of Q4 2023
Top Holdings23 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
DOORDASH INC - A | 31.7M | $3.1B | 25.9% | $140.01 | -29.37% | 13 qtrssince 2020-Q4 | Decreased 0 |
PDD HOLDINGS INC | 14.4M | $2.1B | 17.4% | $81.92 | +78.61% | 20 qtrssince 2019-Q1 | Unchanged 0 |
NU HOLDINGS LTD/CAYMAN ISL-A | 252.3M | $2.1B | 17.3% | $9.40 | -11.38% | 9 qtrssince 2021-Q4 | Unchanged 0 |
SNOWFLAKE INC-CLASS A | 7.6M | $1.5B | 12.4% | $221.51 | -10.16% | 12 qtrssince 2021-Q1 | Decreased 0 |
UNITY SOFTWARE INC | 27.4M | $1.1B | 9.2% | $89.38 | -54.25% | 14 qtrssince 2020-Q3 | Unchanged 0 |
MAPLEBEAR INC | 39.8M | $933.2M | 7.7% | $29.69 | -20.95% | 2 qtrssince 2023-Q3 | Unchanged 0 |
DATADOG INC - CLASS A | 2.4M | $290M | 2.4% | $79.67 | +52.35% | 6 qtrssince 2022-Q3 | Unchanged 0 |
FULL TRUCK ALLIANCE CO LTD | 32.2M | $225.8M | 1.9% | $8.45 | -19.29% | 9 qtrssince 2021-Q4 | Unchanged 0 |
ROBINHOOD MARKETS INC - A | 17.1M | $218M | 1.8% | $43.13 | -70.46% | 10 qtrssince 2021-Q3 | Unchanged 0 |
KE HOLDINGS INC-ADR | 5.5M | $88.9M | 0.7% | $19.09 | -18.86% | 9 qtrssince 2021-Q4 | Unchanged 0 |
BRIDGEBIO PHARMA INC | 1.9M | $75.1M | 0.6% | $26.97 | +49.68% | 19 qtrssince 2019-Q2 | Unchanged 0 |
AIRBNB INC-CLASS A | 515,037 | $70.1M | 0.6% | $153.10 | -11.08% | 13 qtrssince 2020-Q4 | Decreased 0 |
FRESHWORKS INC | 2.9M | $67.8M | 0.6% | $19.94 | +17.80% | 8 qtrssince 2022-Q1 | Unchanged 0 |
| 60M | $60M | 0.5% | — | — | 1 qtr | New 50 | |
BLOCK INC | 556,373 | $43M | 0.4% | $81.27 | -4.83% | 20 qtrssince 2019-Q1 | Increased 57 |
AURORA INNOVATION INC | 8.8M | $38.5M | 0.3% | $4.77 | -8.38% | 9 qtrssince 2021-Q4 | Increased 57 |
AMPLITUDE INC | 2.8M | $35.6M | 0.3% | $21.74 | -41.49% | 10 qtrssince 2021-Q3 | Unchanged 0 |
ROBLOX CORP -CLASS A | 57,595 | $2.6M | 0.0% | $34.19 | +10.95% | 7 qtrssince 2022-Q2 | Decreased 0 |
BITDEER TECHNOLOGIES GROUP | 138,168 | $1.4M | 0.0% | $11.88 | -17.00% | 3 qtrssince 2023-Q2 | Decreased 0 |
MATTERPORT INC | 342,297 | $920,779 | 0.0% | — | — | 1 qtr | New 36 |
SC US (TTGP), LTD. manages $12.1B across 23 positions as of Q4 2023. Top holdings: DASH (25.9%), PDD (17.4%), NU (17.3%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 3.5/5.0.
Added 4 new positions, exited 4, increased 2, trimmed 5. Top move: XYZ (INCREASED, conviction 57). Portfolio: $12.1B 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 Winners
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