SC US (TTGP), LTD.
Sector Allocation
- Technology71.3%$22.7B
- Consumer Discretionary20.5%$6.5B
- Industrials4.2%$1.3B
- Financials3.6%$1.1B
- Healthcare0.4%$138.6M
- Real Estate0.1%$31.9M
AUM History
13fpro.ai/research/fund/sc-us-ttgp-ltd-1607841
Conviction and streaks
Concentrating · top 10 = 99.1%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
SPCX$20.9BDASH
$5.8BCART
$1.3BKLAR
$1.1BU
$909.6MPDD
$674.4MFIG
$483.5MBBIO
$138.6MYMM
$106.0MXYZ
$75.3MABNB
$73.1MAUR
$60.1M- $60.0M
BEKE
$31.9MCHYM
$29.7MTSLA
$23.3MAMPL
$21.4MBTDR
$2.2MMDB
$909K
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/sc-us-ttgp-ltd-1607841
SC US (TTGP), LTD. 13F holdings — Q2 2026
$31.9B portfolio (+244.9% QoQ) · 19 holdings · Q2 2026 13F · top 10 are 99% of the stock portfolio
$20.9B
65.6% of stocks
NewThis quarter—Since Q-endNew this quarterHeldAIQuality—Est. buy—$5.8B
18.3% of stocks
No changeThis quarter—Since Q-end—HeldAIQuality70.2#215Est. buy—$1.3B
4.2% of stocks
No changeThis quarter—Since Q-end—HeldAIQuality70.1#223Est. buy—$1.1B
3.5% of stocks
No changeThis quarter—Since Q-end—HeldAIQuality—Est. buy—$909.6M
2.9% of stocks
No changeThis quarter—Since Q-end—HeldAIQuality37.8#2,214Est. buy—$674.4M
2.1% of stocks
No changeThis quarter—Since Q-end—HeldAIQuality—Est. buy—$483.5M
1.5% of stocks
+0.0%This quarter—Since Q-end—Held$138.6M
0.4% of stocks
No changeThis quarter—Since Q-end—Held$106.0M
0.3% of stocks
No changeThis quarter—Since Q-end—HeldAIQuality—Est. buy—$75.3M
0.2% of stocks
No changeThis quarter—Since Q-end—Held
| # | Company | Value | Weight | This quarter | Since Q-end | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPACE EXPLORATION TECHNOLOGIES CORP$SPCX | $20.9B | 65.6% | New | — | New this quarter | — | — | |
| 2 | $5.8B | 18.3% | No change | — | — | 70.2#215 | — | ||
| 3 | $1.3B | 4.2% | No change | — | — | 70.1#223 | — | ||
| 4 | $1.1B | 3.5% | No change | — | — | — | — | ||
| 5 | $909.6M | 2.9% | No change | — | — | 37.8#2,214 | — | ||
| 6 | $674.4M | 2.1% | No change | — | — | — | — | ||
| 7 | $483.5M | 1.5% | +0.0% | — | — | AI quality score is Pro: unlock with a free trial | — | ||
| 8 | $138.6M | 0.4% | No change | — | — | AI quality score is Pro: unlock with a free trial | — | ||
| 9 | $106.0M | 0.3% | No change | — | — | — | — | ||
| 10 | $75.3M | 0.2% | No change | — | — | AI quality score is Pro: unlock with a free trial | — |
All holdings — SC US (TTGP), LTD. (Q2 2026)
19 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Airbnb, Inc. | Technology | $73.1M | 0.2% | 511K | — | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | Aurora Innovation, Inc. | Technology | $60.1M | 0.2% | 8.81M | — | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Unity Software Inc.note | Technology | $60.0M | 0.2% | 60.00M | — | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | KE Holdings Inc.adr | Real Estate | $31.9M | 0.1% | 2.19M | — | — | — | 13F | |
| 15 | Chime Financial, Inc. | Financials | $29.7M | 0.1% | 1.45M | — | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Tesla, Inc. | Consumer Discretionary | $23.3M | 0.1% | 55K | — | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Amplitude, Inc. | Technology | $21.4M | 0.1% | 2.80M | — | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Bitdeer Technologies Group | Financials | $2.2M | 0.0% | 138K | — | — | — | 13F | |
| 19 | MongoDB, Inc. | Technology | $909K | 0.0% | 2,706 | — | — | AI quality score is Pro: unlock with a free trial | 13F |
What changed in Q2 2026
Against the previous quarter's 13F: 1 new, 1 added to, 0 trimmed, 0 sold out. Share-count changes; largest moves by dollar size first.
Holdings by quarter
Every 13F SC US (TTGP), LTD. has filed, 39 earlier quarters. Pick one to see what it held then.
Portfolio Overview
SC US (TTGP), LTD. disclosed 19 positions worth $31.9B in its Form 13F-HR for Q2 2026, led by $SPCX (SPACE EXPLORATION TECHNOLOGIES CORP) at 65.6% of the equity portfolio, followed by $DASH and $CART. During the quarter the fund opened 1 new position and exited 0 — including a new stake in $SPCX. The portfolio is most concentrated in Technology (71.3% of disclosed assets). All figures are sourced directly from SC US (TTGP), LTD.’s Form 13F-HR filing with the SEC under CIK 1607841.
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AI-Powered Hedge Fund Analysis: SC US (TTGP), LTD.
13F Pro is an AI hedge fund tracker and stock research platform. For SC US (TTGP), LTD. (SEC CIK: 1607841), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
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