SC US (TTGP), LTD.
13F Reported Value
ⓘ$9.2B
Holdings
18
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
SC US (TTGP), LTD. disclosed 18 positions worth $9.2B in its Form 13F-HR for Q1 2026, led by $DASH (DoorDash, Inc.) at 51.3% of the equity portfolio, followed by $CART and $PDD. During the quarter the fund opened 2 new positions and exited 1 — including a new stake in $TSLA and a full exit from $VIA. The portfolio is most concentrated in Industrials (72.6% of disclosed assets). All figures are sourced directly from SC US (TTGP), LTD.’s Form 13F-HR filing with the SEC under CIK 1607841.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 70.6#303
Quality
$4.7B31,595,084 sh - 76.4#105
Quality
$1.0B27,928,385 sh - —
Quality
$903.4M8,841,576 sh - —
Quality
$720.3M55,029,211 sh - 35.1
Quality
$698.2M31,824,924 sh - 45.2
Quality
$565.0M26,728,171 sh - 31.7
Quality
$138.2M1,860,364 sh - —
Quality
$108.4M13,057,904 sh - 70.1
Quality
$64.5M510,666 sh - 35.1
Quality
$60.0M60,000,000 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| 70.6#303 | $4.7B | 31,595,084 | |
| 76.4#105 | $1.0B | 27,928,385 | |
| — | $903.4M | 8,841,576 | |
| — | $720.3M | 55,029,211 | |
| 35.1 | $698.2M | 31,824,924 | |
| 45.2 | $565.0M | 26,728,171 | |
| 31.7 | $138.2M | 1,860,364 | |
| — | $108.4M | 13,057,904 | |
| 70.1 | $64.5M | 510,666 | |
| 35.1 | $60.0M | 60,000,000 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of SC US (TTGP), LTD.'s 18 positions.
Showing top 10 of 18 holdings.
Sector Allocation
Industrials
$6.7B
Technology
$1.6B
Financials
$748.7M
Healthcare
$138.2M
Real Estate
$32.8M
Full Holdings — SC US (TTGP), LTD. (Q1 2026)
All 18 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | DoorDash, Inc. | $4.7B | 51.3% | -0% | 70.6 | |
| 2 | Maplebear Inc. | $1.0B | 11.3% | -0% | 76.4 | |
| 3 | PDD Holdings Inc. | $903.4M | 9.8% | +0% | — | |
| 4 | Klarna Group plc | $720.3M | 7.8% | +0% | — | |
| 5 | Unity Software Inc. | $698.2M | 7.5% | -0% | 35.1 | |
| 6 | Figma, Inc. | $565.0M | 6.1% | +6% | 45.2 | |
| 7 | BridgeBio Pharma, Inc. | $138.2M | 1.5% | +0% | 31.7 | |
| 8 | Full Truck Alliance Co. Ltd. | $108.4M | 1.2% | +0% | — | |
| 9 | Airbnb, Inc. | $64.5M | 0.7% | +0% | 70.1 | |
| 10 | Unity Software Inc. | $60.0M | 0.7% | +0% | 35.1 | |
| 11 | Block, Inc. | $59.6M | 0.6% | +0% | 60.3 | |
| 12 | Aurora Innovation, Inc. | $36.3M | 0.4% | +0% | 9.8 | |
| 13 | KE Holdings Inc. | $32.8M | 0.4% | +0% | — | |
| 14 | Chime Financial, Inc. | $27.2M | 0.3% | +0% | 44.8 | |
| 15 | Tesla, Inc. | $20.6M | 0.2% | NEW | 50.1 | |
| 16 | Amplitude, Inc. | $19.1M | 0.2% | +0% | 34.5 | |
| 17 | Bitdeer Technologies Group | $1.2M | 0.0% | +0% | — | |
| 18 | MongoDB, Inc. | $662,348 | 0.0% | NEW | 54.6 |
Exited Positions (1)
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Every holding in SC US (TTGP), LTD.'s portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.