CIK: 0001607841
Total reported value
$9.2B
Reporting period: 2026-03-31 · Number of holdings: 36
SC US (TTGP), LTD. disclosed 36 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $9.2B and a quarterly turnover rate of 41.4%.
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Sc US (ttgp), LTD.'s disclosed holdings carry a Herfindahl concentration index of 0.302 — mathematically equivalent to about 3 equally-sized positions, well below its 36 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.17), with a handful of outsized bets alongside many smaller positions.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 6.6 percentage-point tilt) — a pattern consistent with a momentum-following approach.
Trim KLAR
0.0% -$870.6M
Add PDD
0.0% -$99.1M
Trim U
-0.3% -$711.7M
Add CART
-0.2% -$213.0M
Trim FIG
+5.8% -$379.0M
Add BBIO
0.0% -$4.1M
Showing top 18 holdings (of 36 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DASH | Doordash INC - A | Stock-Consumer Disc | 51.31% | +0.09% | -0.29% | |
| 2 | CART | Maplebear INC | Stock-Consumer Disc | 11.32% | +2.33% | -0.24% | |
| 3 | PDD | Pdd Holdings INC | Stock-Consumer Disc | 9.77% | +2.61% | — | |
| 4 | KLAR | Klarna Group plc | Stock-Other | 7.79% | -3.57% | — | |
| 5 | U | Unity Software INC | Stock-Tech | 7.55% | -2.51% | -0.30% | |
| 6 | FIG | Figma Inc-cl A | Stock-Other | 6.11% | -0.63% | +5.81% | |
| 7 | BBIO | Bridgebio Pharma INC | Stock-Healthcare | 1.49% | +0.47% | — | |
| 8 | YMM | Full Truck Alliance -spn Adr | Stock-Other | 1.17% | +0.17% | — | |
| 9 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.70% | +0.21% | — | |
| 10 | U 0 11-15-26 | Unity Software INC | Stock-Tech | 0.65% | +0.22% | — | |
| 11 | XYZ | Block INC | Stock-Financials | 0.64% | +0.18% | — | |
| 12 | AUR | Aurora Innovation INC | Stock-Consumer Disc | 0.39% | +0.15% | — | |
| 13 | BEKE | Ke Holdings Inc-adr | Stock-Other | 0.36% | +0.11% | — | |
| 14 | CHYM | Chime Financial Inc-cl A | Stock-Other | 0.29% | +0.03% | — | |
| 15 | TSLA | Tesla INC | Stock-Consumer Disc | 0.22% | +0.22% | NEW | |
| 16 | AMPL | Amplitude Inc-class A | Stock-Other | 0.21% | -0.02% | — | |
| 17 | ✓ | Bitdeer Technologies Group | Stock-Other | 0.01% | — | — | |
| 18 | MDB | Mongodb INC | Stock-Tech | 0.01% | +0.01% | NEW |
Performance for Q3 2026
—
Performance Last 4 Quarters
—
Based on 46% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 36 | $9.2B | 41 | |
| 2025-12-31 | 34 | $14.0B | 21 | |
| 2025-09-30 | 29 | $16.2B | 56 | |
| 2025-06-30 | 21 | $14.1B | 0 | |
| 2025-03-31 | 20 | $10.6B | 100 | |
| 2024-12-31 | 22 | $12.4B | 0 | |
| 2024-09-30 | 26 | $13.7B | 0 | |
| 2024-06-30 | 28 | $12.4B | 0 | |
| 2024-03-31 | 36 | $13.5B | 0 | |
| 2023-12-31 | 37 | $12.1B | 0 | |
| 2023-09-30 | 45 | $10.9B | 0 | |
| 2023-06-30 | 44 | $10.6B | 0 | |
| 2023-03-31 | 44 | $8.5B | 0 | |
| 2022-12-31 | 45 | $7.6B | 0 | |
| 2022-09-30 | 42 | $8.6B | 0 | |
| 2022-06-30 | 42 | $8.6B | 0 | |
| 2022-03-31 | 42 | $15.6B | 0 | |
| 2021-12-31 | 37 | $20.1B | 0 | |
| 2021-09-30 | 30 | $17.9B | 0 | |
| 2021-06-30 | 31 | $15.7B | 100 | |
| 2021-03-31 | 26 | $16.7B | 49 | |
| 2020-12-31 | 24 | $16.7B | 100 | |
| 2020-09-30 | 18 | $10.4B | 100 | |
| 2020-06-30 | 8 | $1.7B | 40 | |
| 2020-03-31 | 11 | $1.3B | 56 | |
| 2019-12-31 | 16 | $2.3B | 21 | |
| 2019-09-30 | 19 | $2.3B | 100 | |
| 2019-06-30 | 14 | $1.5B | 46 | |
| 2019-03-31 | 12 | $1.0B | 73 | |
| 2018-12-31 | 16 | $963.7M | 100 | |
| 2018-09-30 | 9 | $606.9M | 51 | |
| 2018-06-30 | 7 | $469.5M | 75 | |
| 2018-03-31 | 6 | $245.3M | 34 | |
| 2017-12-31 | 7 | $235.8M | 19 | |
| 2017-09-30 | 7 | $264.2M | 47 | |
| 2017-06-30 | 8 | $302.9M | 45 | |
| 2017-03-31 | 9 | $386.1M | 68 | |
| 2016-12-31 | 7 | $191.1M | 47 | |
| 2016-09-30 | 6 | $176.0M | 11 | |
| 2016-06-30 | 12 | $162.7M | 81 | |
| 2016-03-31 | 5 | $78.2M | 50 | |
| 2015-12-31 | 5 | $128.5M | 72 | |
| 2015-09-30 | 8 | $227.6M | 67 | |
| 2015-06-30 | 8 | $211.7M | 67 | |
| 2015-03-31 | 7 | $226.4M | 13 | |
| 2014-12-31 | 6 | $213.1M | 100 | |
| 2014-09-30 | 3 | $51.7M | 29 | |
| 2014-06-30 | 5 | $64.2M | — |
Sc US (ttgp), LTD.'s most significant position changes for 2026-03-31: New buy: Tesla INC (TSLA); Sold out: Via Transportation Inc-cl A (VIA); New buy: Mongodb INC (MDB); Trim: Unity Software INC (U) — shares -0.30%; Trim: Maplebear INC (CART) — shares -0.24%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PDD | Pdd Holdings INC | +2.6% | — | Unchanged |
| 2 | CART | Maplebear INC | +2.3% | -0.24% | Trim |
| 3 | BBIO | Bridgebio Pharma INC | +0.5% | — | Unchanged |
| 4 | U 0 11-15-26 | Unity Software INC | +0.2% | — | Unchanged |
| 5 | ABNB | Airbnb Inc-class A | +0.2% | — | Unchanged |
| 6 | XYZ | Block INC | +0.2% | — | Unchanged |
| 7 | YMM | Full Truck Alliance -spn Adr | +0.2% | — | Unchanged |
| 8 | AUR | Aurora Innovation INC | +0.2% | — | Unchanged |
| 9 | BEKE | Ke Holdings Inc-adr | +0.1% | — | Unchanged |
| 10 | DASH | Doordash INC - A | +0.1% | -0.29% | Trim |
| 11 | CHYM | Chime Financial Inc-cl A | 0% | — | Unchanged |
| 12 | ✓ | Bitdeer Technologies Group | — | — | Unchanged |
| 13 | AMPL | Amplitude Inc-class A | 0% | — | Unchanged |
| 14 | FIG | Figma Inc-cl A | -0.6% | +5.81% | Add |
| 15 | U | Unity Software INC | -2.5% | -0.30% | Trim |
| 16 | KLAR | Klarna Group plc | -3.6% | — | Unchanged |
| 17 | TSLA | Tesla INC | — | NEW | New buy |
| 18 | VIA | Via Transportation Inc-cl A | — | EXIT | Sold out |
| 19 | MDB | Mongodb INC | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-14 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-13 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-14 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-14 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-14 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-14 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-14 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-14 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-14 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-14 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-12-21 | Amendment | View on EDGAR |
| 2023-09-30 | 2023-11-14 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-14 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-15 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-14 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-14 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-15 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-16 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-25 | Amendment | View on EDGAR |
| 2021-12-31 | 2022-02-14 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-15 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-16 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-17 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-16 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-16 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-14 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-15 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-14 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-11-14 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-08-14 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-15 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-14 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-14 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-08-14 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-15 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-14 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-11-13 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-08-14 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-15 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-10 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-11-15 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-08-15 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-05-16 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-02-12 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-11-13 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-08-13 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-05-13 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-02-11 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-11-04 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-08-08 | 13F-HR | View on EDGAR |
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