Latest SC US (TTGP), LTD. Stock Portfolio

SC US (TTGP), LTD. Performance:

2025 Q4: -12.67%YTD: 22.93%2024: 17.96%

Performance for 2025 Q4 is -12.67%, and YTD is 22.93%, and 2024 is 17.96%.

About SC US (TTGP), LTD. and 13F Hedge Fund Stock Holdings

On 2026-02-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, SC US (TTGP), LTD. reported an equity portfolio of $14 Billions as of 31 Dec, 2025.

The top stock holdings of SC US (TTGP), LTD. are DASH, , U. The fund has invested 51.2% of it's portfolio in DOORDASH INC and 11.4% of portfolio in KLARNA GROUP PLC.

The fund managers got completely rid off DATADOG INC (DDOG) and AIRBNB INC stocks. They significantly reduced their stock positions in MAPLEBEAR INC and UNITY SOFTWARE INC (U). SC US (TTGP), LTD. opened new stock positions in AIRBNB INC (ABNB) and AURORA INNOVATION INC (AUR). The fund showed a lot of confidence in some stocks as they added substantially to DOORDASH INC (DASH) and CHIME FINL INC.

SC US (TTGP), LTD. Annual Return Estimates Vs S&P 500

Our best estimate is that SC US (TTGP), LTD. made a return of -12.67% in the last quarter. In trailing 12 months, it's portfolio return was 22.93%.

Performance
S&P 500

New Buys

Ticker	$ Bought
airbnb inc	69,307,600
aurora innovation inc	33,830,200

New stocks bought by SC US (TTGP), LTD.

Additions

Ticker	% Inc.
doordash inc	1.62
chime finl inc	0.13

Additions to existing portfolio by SC US (TTGP), LTD.

Reductions

Ticker	% Reduced
maplebear inc	-0.07
unity software inc	-0.04

SC US (TTGP), LTD. reduced stake in above stock

Sold off

Ticker	$ Sold
datadog inc	-340,252,000
airbnb inc	-62,005,100

SC US (TTGP), LTD. got rid off the above stocks

Sector Distribution

SC US (TTGP), LTD. has about 51.4% of it's holdings in Communication Services sector.

Sector	%
Communication Services	51.4
Others	36
Technology	11

Market Cap. Distribution

SC US (TTGP), LTD. has about 53.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	53.4
UNALLOCATED	36
MID-CAP	10.3

Stocks belong to which Index?

About 1.5% of the stocks held by SC US (TTGP), LTD. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	98
RUSSELL 2000	1.5

Top 5 Winners (%)		%
BBIO	bridgebio pharma inc	47.3 %
	chime finl inc	24.8 %
	maplebear inc	22.4 %
U	unity software inc	10.3 %
AMPL	amplitude inc	8.0 %

Top 5 Winners ($)		$
	maplebear inc	230.2 M
U	unity software inc	131.9 M
BBIO	bridgebio pharma inc	45.7 M
	chime finl inc	7.2 M
AMPL	amplitude inc	2.4 M

Top 5 Losers (%)		%
	via transn inc	-39.7 %
	bitdeer technologies group	-34.4 %
	figma inc	-27.9 %
	klarna group plc	-21.1 %
YMM	full truck alliance co ltd	-17.3 %

Top 5 Losers ($)		$
DASH	doordash inc	-1430.5 M
	klarna group plc	-425.9 M
	figma inc	-366.3 M
PDD	pdd holdings inc	-166.0 M
YMM	full truck alliance co ltd	-29.2 M

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. DASH proved to be the most loss making stock for the portfolio. was the most profitable stock for SC US (TTGP), LTD. last quarter.

Last Reported on: 13 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
ABNB	airbnb inc	0.50	510,666	69,307,600	new

AMPL	amplitude inc	0.23	2,798,950	32,411,900	unchanged	0.00

AUR	aurora innovation inc	0.24	8,809,940	33,830,200	new

BBIO	bridgebio pharma inc	1.02	1,860,360	142,299,000	unchanged	0.00

BEKE	ke hldgs inc	0.25	2,192,980	34,561,400	unchanged	0.00

DASH	doordash inc	51.22	31,686,600	7,176,390,000	added	1.62

DDOG	datadog inc	0.00	0.00	0.00	sold off	-100

PDD	pdd holdings inc	7.16	8,841,580	1,002,550,000	unchanged	0.00

SQ	block inc	0.46	990,778	64,489,700	unchanged	0.00

U	unity software inc	10.06	31,920,000	1,409,910,000	reduced	-0.04

U	unity software inc	0.43	60,000,000	60,000,000	unchanged	0.00

YMM	full truck alliance co ltd	1.00	13,057,900	140,111,000	unchanged	0.00

	klarna group plc	11.36	55,029,200	1,590,890,000	unchanged	0.00

	maplebear inc	8.99	27,995,300	1,259,230,000	reduced	-0.07

	figma inc	6.74	25,261,300	944,016,000	unchanged	0.00

	chime finl inc	0.26	1,449,730	36,489,700	added	0.13

	via transn inc	0.09	421,915	12,239,800	unchanged	0.00

	bitdeer technologies group	0.01	138,168	1,548,860	unchanged	0.00

	airbnb inc	0.00	0.00	0.00	sold off	-100