SC US (TTGP), LTD.SC US (TTGP), LTD.

Institutional investor · Portfolio as of Q4 2025

Top Holdings17 positions

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Activity:

DOORDASH INC

31.7M$7.2B51.2%$141.42+61.31%
21 qtrssince 2020-Q4
Increased
66

KLARNA GROUP PLC SHS

55M$1.6B11.4%$38.44-24.43%
2 qtrssince 2025-Q3
Unchanged
0

UNITY SOFTWARE INC

31.9M$1.4B10.1%$78.67-42.63%
22 qtrssince 2020-Q3
Decreased
0

MAPLEBEAR INC

28M$1.3B9.0%$30.08+49.47%
10 qtrssince 2023-Q3
Decreased
0
PDDPDD
ADR

PINDUODUO INC-ADR

8.8M$1B7.2%$81.92+38.42%
28 qtrssince 2019-Q1
Unchanged
0

FIGMA INC

25.3M$944M6.7%$53.15-29.20%
2 qtrssince 2025-Q3
Unchanged
0

BRIDGEBIO PHARMA INC

1.9M$142.3M1.0%$26.97+183.61%
27 qtrssince 2019-Q2
Unchanged
0
YMMYMM
ADR

FULL TRUCK ALLIANCE CO LTD

13.1M$140.1M1.0%$8.45+29.35%
17 qtrssince 2021-Q4
Unchanged
0

AIRBNB INC

510,666$69.3M0.5%$135.720.00%
1 qtr
New
52

SQUARE INC - A

990,778$64.5M0.5%$75.00-12.62%
28 qtrssince 2019-Q1
Unchanged
0
60M$60M0.4%——
9 qtrssince 2023-Q4
Unchanged
0

CHIME FINL INC

1.4M$36.5M0.3%$33.05-20.34%
3 qtrssince 2025-Q2
Increased
38
BEKEBEKE
ADR

KE HOLDINGS INC

2.2M$34.6M0.2%$18.67-17.14%
17 qtrssince 2021-Q4
Unchanged
0

AURORA INNOVATION INC

8.8M$33.8M0.2%$3.840.00%
1 qtr
New
51

AMPLITUDE INC

2.8M$32.4M0.2%$21.74-45.95%
18 qtrssince 2021-Q3
Unchanged
0
VIVIA

VIA TRANSN INC

421,915$12.2M0.1%$47.67-32.10%
2 qtrssince 2025-Q3
Unchanged
0

BITDEER TECHNOLOGIES GROUP

138,168$1.5M0.0%$11.88-8.67%
11 qtrssince 2023-Q2
Unchanged
0
$14B
AUM
17
Positions
Q4 2025
Filing
HI score · 2.5/5
Quarterly 13F Value Change
+11%Q3'24$13.7B-10%Q4'24$12.4B-15%Q1'25$10.6B+34%Q2'25$14.1B+15%Q3'25$16.2B-14%Q4'25$14B
Activity profile
$ moved · Q4'25
New5%Increased60%Decreased17%Exited18%
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
Avg 3.6 years
<1Q0%1-4Q24%1-2Y0%2Y+76%

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 Score: 2.5/5.0.

Q4 2025 Summary

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

Total AUM$14B
DASH51.22%
KLAR11.36%
U10.06%
CART8.99%
PDD7.16%
FIG6.74%
BBIO1.02%
YMM1.00%
ABNB0.49%
XYZ0.46%
Other0.43%

Portfolio allocation by GICS sector

Sectors4
Consumer Cyclical68.15%
Technology30.58%
Healthcare1.02%
Real Estate0.25%

Behavioral investing profile

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Concentrated Value- primarily Consumer Cyclical, Technology
Compare DNA across all funds
7-dimension, SEC 13F-derived research score
Solid(2.5 / 5.0)
Holdings P&L47
Conviction38
Concentration100
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Position Outcomes

Best and worst performing positions by estimated return

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Similar Funds

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Accumulation Streaks

Positions with 2+ consecutive quarters of increases - persistent directional conviction.

Security
2Q
FIGFIGFIGMA INC
Q1 2026 → Q2 2026+1.5M shares-$460.5M
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer

Verify source filings on SEC EDGAR

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