SC US (TTGP), LTD.
CIK 1607841 · View on SEC EDGAR ↗
- Portfolio value
- $7.8B
- Positions
- 19
- As of
- June 30, 2026
Portfolio value QoQ: +26.0% 13F does not disclose cash
- Top 10 holdings weight
- 98.05%
- Top 25 holdings weight
- 100.00%
- Positions above 1%
- 6
- Effective number of positions
- 1.8
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 0.0% Est. buys $315,750,134 · sells $0
Median holding: 5.0 quarters Tracked Q4 2024–Q2 2026 · 76.0% still held
- New positions
- 1
- Increased
- 0
- Decreased
- 0
- Closed
- 1
On this page
- Performance vs S&P How this manager's 13F portfolio performed against the S&P 500.
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
- Related The person behind this filer, where we can match one.
Performance vs S&P 500
Annualized: +0.0% · S&P 500: +18.0%
Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.
Priceable coverage: 96.5% · Options excluded: 0.0%
Sector breakdown
Full portfolio 19 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| DASH DoorDash, Inc. - Common Stock | $5,735,383,758 | 73.81% | 31,081,037 | $1,068,566,052 | |||
| U Unity Software Inc. Common Stock | $909,556,328 | 11.71% | 31,824,924 | $211,317,495 | |||
| Unknown issuer (CUSIP: 84615Q103) | $315,750,134 | 4.06% | 1,848,005 | Up ×1 | |||
| PDD PDD Holdings Inc. - American Depositary Shares | $148,686,807 | 1.91% | 1,949,224 | $-50,484,901 | |||
| BBIO BridgeBio Pharma, Inc. - Common Stock | $138,559,911 | 1.78% | 1,860,364 | $409,280 | |||
| YMM Full Truck Alliance Co. Ltd. American Depositary Shares (each representing 20 Class A Ordinary Shares) | $106,030,180 | 1.36% | 13,057,904 | $-2,350,423 | |||
| XYZ Block, Inc. Class A Common Stock, | $74,103,876 | 0.95% | 975,051 | $15,425,307 | |||
| ABNB Airbnb, Inc. - Class A Common Stock | $73,076,305 | 0.94% | 510,666 | $8,589,403 | |||
| Unknown issuer (CUSIP: 91332UAB7) | $60,000,000 | 0.77% | 60,000,000 | $0 | |||
| CART Maplebear Inc. - Common Stock | $57,650,140 | 0.74% | 1,217,532 | $12,041,391 | |||
| BEKE KE Holdings Inc American Depositary Shares (each representing three Class A Ordinary Shares) | $31,864,028 | 0.41% | 2,192,982 | $-964,913 | |||
| CHYM Chime Financial, Inc. - Class A Common Stock | $29,651,149 | 0.38% | 1,447,810 | $2,533,668 | |||
| TSLA Tesla, Inc. - Common Stock | $23,304,184 | 0.30% | 55,407 | $2,706,632 | |||
| KLAR Klarna Group plc Ordinary Shares | $23,050,526 | 0.30% | 1,138,860 | $8,142,849 | |||
| AUR Aurora Innovation, Inc. - Class A Common Stock | $20,027,905 | 0.26% | 2,936,643 | $7,928,936 | |||
| AMPL Amplitude, Inc. - Class A Common Stock | $19,612,688 | 0.25% | 2,563,750 | $2,127,913 | |||
| BTDR Bitdeer Technologies Group - Ordinary Shares | $2,192,726 | 0.03% | 138,168 | $997,573 | |||
| FIG Figma, Inc. Class A Common Stock | $1,085,400 | 0.01% | 60,000 | $-183,000 | |||
| MDB MongoDB, Inc. - Class A Common Stock | $908,945 | 0.01% | 2,706 | $246,597 | |||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| Unknown issuer (CUSIP: 84615Q103) | $315,750,134 | 1,848,005 | 4.06% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| DASH | Price move only | +0 | +$1.1B |
| U | Price move only | +0 | +$211.3M |
| PDD | Price move only | +0 | -$50.5M |
| XYZ | Price move only | +0 | +$15.4M |
| CART | Price move only | +0 | +$12.0M |
| ABNB | Price move only | +0 | +$8.6M |
| KLAR | Price move only | +0 | +$8.1M |
| AUR | Price move only | +0 | +$7.9M |
| TSLA | Price move only | +0 | +$2.7M |
| CHYM | Price move only | +0 | +$2.5M |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| NU | Sept. 30, 2025 | 72,785,016 | $998,610,420 | -9.3% |
| SNOW | March 31, 2025 | 5,949,377 | $918,643,303 | 119.5% |
| DDOG | Dec. 31, 2025 | 2,389,407 | $340,251,557 | 71.1% |
| ABNB | Sept. 30, 2025 | 511,074 | $67,635,533 | 53.4% |
| FRSH | Sept. 30, 2025 | 2,885,303 | $43,019,868 | 10.8% |
| VIA | March 31, 2026 | 421,915 | $12,239,754 | 76.5% |