SC US (TTGP), LTD.
Institutional investor · Portfolio as of Q4 2024
Top Holdings16 positions
DOORDASH INC | 31.5M | $5.3B | 42.6% | $140.01 | +21.13% | 17 qtrssince 2020-Q4 | Decreased 0 |
NU HLDGS LTD | 234.3M | $2.4B | 19.6% | $9.40 | +13.30% | 13 qtrssince 2021-Q4 | Decreased 0 |
Maplebear Inc | 28M | $1.2B | 9.4% | $30.08 | +39.86% | 6 qtrssince 2023-Q3 | Decreased 0 |
PDD HOLDINGS INC | 10.6M | $1B | 8.3% | $81.92 | +18.40% | 24 qtrssince 2019-Q1 | Decreased 0 |
SNOWFLAKE INC | 5.9M | $918.6M | 7.4% | $221.51 | +66.54% | 16 qtrssince 2021-Q1 | Decreased 0 |
UNITY SOFTWARE INC | 32M | $719.7M | 5.8% | $78.67 | -71.39% | 18 qtrssince 2020-Q3 | Decreased 0 |
DATADOG INC | 2.4M | $341.4M | 2.8% | $79.67 | +80.95% | 10 qtrssince 2022-Q3 | Unchanged 0 |
FULL TRUCK ALLIANCE CO LTD | 13.1M | $141.3M | 1.1% | $8.45 | +26.98% | 13 qtrssince 2021-Q4 | Unchanged 0 |
BLOCK INC | 990,778 | $84.2M | 0.7% | $75.00 | +16.64% | 24 qtrssince 2019-Q1 | Unchanged 0 |
AIRBNB INC | 514,199 | $67.6M | 0.5% | $153.10 | -14.17% | 17 qtrssince 2020-Q4 | Unchanged 0 |
| 60M | $60M | 0.5% | — | — | 5 qtrssince 2023-Q4 | Unchanged 0 | |
BRIDGEBIO PHARMA INC | 1.9M | $51M | 0.4% | $26.97 | +1.74% | 23 qtrssince 2019-Q2 | Unchanged 0 |
FRESHWORKS INC | 2.9M | $46.7M | 0.4% | $19.94 | -19.76% | 12 qtrssince 2022-Q1 | Unchanged 0 |
KE HLDGS INC | 2.2M | $40.4M | 0.3% | $18.67 | -5.14% | 13 qtrssince 2021-Q4 | Decreased 0 |
AMPLITUDE INC | 2.8M | $29.5M | 0.2% | $21.74 | -51.56% | 14 qtrssince 2021-Q3 | Unchanged 0 |
BITDEER TECHNOLOGIES GROUP | 138,168 | $3M | 0.0% | $11.88 | +87.63% | 7 qtrssince 2023-Q2 | Unchanged 0 |
SC US (TTGP), LTD. manages $12.4B across 16 positions as of Q4 2024. Top holdings: DASH (42.6%), NU (19.6%), CART (9.4%). Fund DNA: Concentrated Value. HoldingsIntel Score: 2.5/5.0.
Exited 1, trimmed 7. No standout high-conviction moves this quarter. Portfolio: $12.4B across 16 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
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