Latest SC US (TTGP), LTD. Stock Portfolio
SC US (TTGP), LTD. Performance:
2025 Q3: 9.09%YTD: 40.76%2024: 17.96%
Performance for 2025 Q3 is 9.09%, and YTD is 40.76%, and 2024 is 17.96%.
About SC US (TTGP), LTD. and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, SC US (TTGP), LTD. reported an equity portfolio of $16.2 Billions as of 30 Sep, 2025.
The top stock holdings of SC US (TTGP), LTD. are DASH, , . The fund has invested 52.3% of it's portfolio in DOORDASH INC and 12.4% of portfolio in KLARNA GROUP PLC.
The fund managers got completely rid off NU HLDGS LTD (NU), AIRBNB INC (ABNB) and FRESHWORKS INC (FRSH) stocks. They significantly reduced their stock positions in PDD HOLDINGS INC (PDD) and DOORDASH INC (DASH). SC US (TTGP), LTD. opened new stock positions in KLARNA GROUP PLC.
The top stock holdings of SC US (TTGP), LTD. are DASH, , . The fund has invested 52.3% of it's portfolio in DOORDASH INC and 12.4% of portfolio in KLARNA GROUP PLC.
The fund managers got completely rid off NU HLDGS LTD (NU), AIRBNB INC (ABNB) and FRESHWORKS INC (FRSH) stocks. They significantly reduced their stock positions in PDD HOLDINGS INC (PDD) and DOORDASH INC (DASH). SC US (TTGP), LTD. opened new stock positions in KLARNA GROUP PLC.
SC US (TTGP), LTD. Annual Return Estimates Vs S&P 500
Our best estimate is that SC US (TTGP), LTD. made a return of 9.09% in the last quarter. In trailing 12 months, it's portfolio return was 40.48%.
New Buys
| Ticker | $ Bought |
|---|---|
| klarna group plc | 2,016,820,000 |
| figma inc | 1,310,300,000 |
| airbnb inc | 62,005,100 |
| via transn inc | 20,285,700 |
New stocks bought by SC US (TTGP), LTD.
Additions
Reductions
| Ticker | % Reduced |
|---|---|
| pdd holdings inc | -16.53 |
| doordash inc | -0.05 |
SC US (TTGP), LTD. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| nu hldgs ltd | -998,610,000 |
| freshworks inc | -43,019,900 |
| airbnb inc | -67,635,500 |
SC US (TTGP), LTD. got rid off the above stocks
Sector Distribution
SC US (TTGP), LTD. has about 52.5% of it's holdings in Communication Services sector.
| Sector | % |
|---|---|
| Communication Services | 52.5 |
| Others | 36.2 |
| Technology | 10.7 |
Market Cap. Distribution
SC US (TTGP), LTD. has about 55.1% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| LARGE-CAP | 55.1 |
| UNALLOCATED | 36.2 |
| MID-CAP | 8.5 |
Stocks belong to which Index?
About 0% of the stocks held by SC US (TTGP), LTD. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 99.2 |
SC US (TTGP), LTD. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of SC US (TTGP), LTD.
SC US (TTGP), LTD. has 16 stocks in it's portfolio. About 98.5% of the portfolio is in top 10 stocks. proved to be the most loss making stock for the portfolio. DASH was the most profitable stock for SC US (TTGP), LTD. last quarter.
Last Reported on: 14 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| ABNB | airbnb inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AMPL | amplitude inc | 0.18 | 2,798,950 | 30,004,800 | unchanged | 0.00 | ||
| BBIO | bridgebio pharma inc | 0.60 | 1,860,360 | 96,627,300 | unchanged | 0.00 | ||
| BEKE | ke hldgs inc | 0.26 | 2,192,980 | 41,666,700 | unchanged | 0.00 | ||
| DASH | doordash inc | 52.32 | 31,180,300 | 8,480,720,000 | reduced | -0.05 | ||
| DDOG | datadog inc | 2.10 | 2,389,410 | 340,252,000 | unchanged | 0.00 | ||
| FRSH | freshworks inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| NU | nu hldgs ltd | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| PDD | pdd holdings inc | 7.21 | 8,841,580 | 1,168,590,000 | reduced | -16.53 | ||
| SQ | block inc | 0.44 | 990,778 | 71,603,500 | unchanged | 0.00 | ||
| U | unity software inc | 7.89 | 31,932,200 | 1,278,560,000 | unchanged | 0.00 | ||
| U | unity software inc | 0.37 | 60,000,000 | 60,000,000 | unchanged | 0.00 | ||
| YMM | full truck alliance co ltd | 1.04 | 13,057,900 | 169,361,000 | unchanged | 0.00 | ||
| klarna group plc | 12.44 | 55,029,200 | 2,016,820,000 | new | ||||
| figma inc | 8.08 | 25,261,300 | 1,310,300,000 | new | ||||
| maplebear inc | 6.35 | 28,016,000 | 1,029,870,000 | unchanged | 0.00 | |||
| airbnb inc | 0.38 | 510,666 | 62,005,100 | new | ||||
| chime fnl inc | 0.18 | 1,447,810 | 29,202,300 | unchanged | 0.00 | |||
| via transn inc | 0.12 | 421,915 | 20,285,700 | new | ||||
| bitdeer technologies group | 0.01 | 138,168 | 2,361,290 | unchanged | 0.00 | |||