SC US (TTGP), LTD.
13F Reported Value
ⓘ$31.9B
Holdings
19
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
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.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- $20.9B122,519,145 sh
- 71.0#203
Quality
$5.8B31,595,084 sh - 70.6#214
Quality
$1.3B27,928,385 sh - —
Quality
$1.1B55,029,211 sh - 38.9
Quality
$909.6M31,824,924 sh - —
Quality
$674.4M8,841,576 sh - 43.9
Quality
$483.5M26,728,172 sh - 36.9
Quality
$138.6M1,860,364 sh - —
Quality
$106.0M13,057,904 sh - 51.8
Quality
$75.3M990,778 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| — | $20.9B | 122,519,145 | |
| 71.0#203 | $5.8B | 31,595,084 | |
| 70.6#214 | $1.3B | 27,928,385 | |
| — | $1.1B | 55,029,211 | |
| 38.9 | $909.6M | 31,824,924 | |
| — | $674.4M | 8,841,576 | |
| 43.9 | $483.5M | 26,728,172 | |
| 36.9 | $138.6M | 1,860,364 | |
| — | $106.0M | 13,057,904 | |
| 51.8 | $75.3M | 990,778 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of SC US (TTGP), LTD.'s 19 positions.
Showing top 10 of 19 holdings.
Sector Allocation
Technology
$22.7B
Industrials
$7.9B
Financials
$1.1B
Healthcare
$138.6M
Real Estate
$31.9M
Full Holdings — SC US (TTGP), LTD. (Q2 2026)
All 19 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 | SPACE EXPLORATION TECHNOLOGIES CORP | $20.9B | 65.6% | NEW | — | |
| 2 | DoorDash, Inc. | $5.8B | 18.3% | +0% | 71 | |
| 3 | Maplebear Inc. | $1.3B | 4.2% | +0% | 70.6 | |
| 4 | Klarna Group plc | $1.1B | 3.5% | +0% | — | |
| 5 | Unity Software Inc. | $909.6M | 2.9% | +0% | 38.9 | |
| 6 | PDD Holdings Inc. | $674.4M | 2.1% | +0% | — | |
| 7 | Figma, Inc. | $483.5M | 1.5% | +0% | 43.9 | |
| 8 | BridgeBio Pharma, Inc. | $138.6M | 0.4% | +0% | 36.9 | |
| 9 | Full Truck Alliance Co. Ltd. | $106.0M | 0.3% | +0% | — | |
| 10 | Block, Inc. | $75.3M | 0.2% | +0% | 51.8 | |
| 11 | Airbnb, Inc. | $73.1M | 0.2% | +0% | 71 | |
| 12 | Aurora Innovation, Inc. | $60.1M | 0.2% | +0% | 11.8 | |
| 13 | Unity Software Inc. | $60.0M | 0.2% | +0% | 38.9 | |
| 14 | KE Holdings Inc. | $31.9M | 0.1% | +0% | — | |
| 15 | Chime Financial, Inc. | $29.7M | 0.1% | +0% | 53.5 | |
| 16 | Tesla, Inc. | $23.3M | 0.1% | +0% | 53.9 | |
| 17 | Amplitude, Inc. | $21.4M | 0.1% | +0% | 35.4 | |
| 18 | Bitdeer Technologies Group | $2.2M | 0.0% | +0% | — | |
| 19 | MongoDB, Inc. | $908,945 | 0.0% | +0% | 68.8 |
New Positions (1)
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AI-Powered Hedge Fund Analysis: SC US (TTGP), LTD.
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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.