SC US (TTGP), LTD.
Institutional investor · Portfolio as of Q4 2025
Top Holdings17 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
DOORDASH INC - A | 31.7M | $7.2B | 51.2% | $141.42 | +61.31% | 21 qtrssince 2020-Q4 | Increased 66 |
KLARNA GROUP PLC | 55M | $1.6B | 11.4% | $38.44 | -24.43% | 2 qtrssince 2025-Q3 | Unchanged 0 |
UNITY SOFTWARE INC | 31.9M | $1.4B | 10.1% | $78.67 | -42.63% | 22 qtrssince 2020-Q3 | Decreased 0 |
MAPLEBEAR INC | 28M | $1.3B | 9.0% | $30.08 | +49.47% | 10 qtrssince 2023-Q3 | Decreased 0 |
PDD HOLDINGS INC | 8.8M | $1B | 7.2% | $81.92 | +38.96% | 28 qtrssince 2019-Q1 | Unchanged 0 |
FIGMA INC-CL A | 25.3M | $944M | 6.7% | $53.15 | -29.20% | 2 qtrssince 2025-Q3 | Unchanged 0 |
BRIDGEBIO PHARMA INC | 1.9M | $142.3M | 1.0% | $26.97 | +183.61% | 27 qtrssince 2019-Q2 | Unchanged 0 |
FULL TRUCK ALLIANCE CO LTD | 13.1M | $140.1M | 1.0% | $8.45 | +29.35% | 17 qtrssince 2021-Q4 | Unchanged 0 |
AIRBNB INC-CLASS A | 510,666 | $69.3M | 0.5% | $135.72 | 0.00% | 1 qtr | New 52 |
BLOCK INC | 990,778 | $64.5M | 0.5% | $75.00 | -12.62% | 28 qtrssince 2019-Q1 | Unchanged 0 |
| 60M | $60M | 0.4% | — | — | 9 qtrssince 2023-Q4 | Unchanged 0 | |
Chime Financial, Inc. Class A | 1.4M | $36.5M | 0.3% | $33.05 | -20.34% | 3 qtrssince 2025-Q2 | Increased 38 |
KE HOLDINGS INC-ADR | 2.2M | $34.6M | 0.2% | $19.09 | -17.02% | 17 qtrssince 2021-Q4 | Unchanged 0 |
AURORA INNOVATION INC | 8.8M | $33.8M | 0.2% | $3.88 | 0.00% | 1 qtr | New 51 |
AMPLITUDE INC | 2.8M | $32.4M | 0.2% | $21.74 | -45.95% | 18 qtrssince 2021-Q3 | Unchanged 0 |
VIA TRANSN INC | 421,915 | $12.2M | 0.1% | $47.67 | -45.06% | 2 qtrssince 2025-Q3 | Unchanged 0 |
BITDEER TECHNOLOGIES GROUP | 138,168 | $1.5M | 0.0% | $11.88 | -8.67% | 11 qtrssince 2023-Q2 | Unchanged 0 |
SC US (TTGP), LTD. manages $14B across 17 positions as of Q4 2025. Top holdings: DASH (51.2%), KLAR (11.4%), U (10.1%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 3.5/5.0.
Added 2 new positions, exited 2, increased 2, trimmed 2. Top move: DASH (INCREASED, conviction 66). Portfolio: $14.0B across 17 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
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