Sc US (ttgp), LTD.

Concentrated strategySector-focusedMomentum follower

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%.

Personality snowflake

Concentration: 100
Portfolio Stability: 41.38
Momentum/Contrarian: 100
Sector conviction: 100
Diversification: 36
Sizing Uniformity: 78.34

Recent moves

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

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 18 holdings (of 36 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
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

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	36	$9.2B	41	1DASH 2CART 3PDD Top holdings2026-03-31 1.DASH 2.CART 3.PDD 4.KLAR 5.U 6.FIG 7.BBIO 8.YMM 9.ABNB 10.U 0 11-15-26
2025-12-31	34	$14.0B	21	1DASH 2KLAR 3U Top holdings2025-12-31 1.DASH 2.KLAR 3.U 4.CART 5.PDD 6.FIG 7.BBIO 8.YMM 9.ABNB 10.XYZ
2025-09-30	29	$16.2B	56	1DASH 2KLAR 3FIG Top holdings2025-09-30 1.DASH 2.KLAR 3.FIG 4.U 5.PDD 6.CART 7.DDOG 8.YMM 9.BBIO 10.XYZ
2025-06-30	21	$14.1B	0	1DASH 2U 0 11-15-26 3CART Top holdings2025-06-30 1.DASH 2.U 0 11-15-26 3.CART 4.PDD 5.NU 6.U 7.DDOG 8.YMM 9.BBIO 10.ABNB
2025-03-31	20	$10.6B	100	1DASH 2PDD 3NU Top holdings2025-03-31 1.DASH 2.PDD 3.NU 4.CART 5.U 6.DDOG 7.YMM 8.BBIO 9.ABNB 10.U 0 11-15-26
2024-12-31	22	$12.4B	0	1DASH 2NU 3CART Top holdings2024-12-31 1.DASH 2.NU 3.CART 4.PDD 5.SNOW 6.U 7.DDOG 8.YMM 9.XYZ 10.ABNB
2024-09-30	26	$13.7B	0	1DASH 2NU 3PDD Top holdings2024-09-30 1.DASH 2.NU 3.PDD 4.CART 5.SNOW 6.U 7.HOOD 8.DDOG 9.YMM 10.XYZ
2024-06-30	28	$12.4B	0	1DASH 2NU 3PDD Top holdings2024-06-30 1.DASH 2.NU 3.PDD 4.CART 5.SNOW 6.U 7.HOOD 8.DDOG 9.YMM 10.ABNB
2024-03-31	36	$13.5B	0	1DASH 2NU 3CART Top holdings2024-03-31 1.DASH 2.NU 3.CART 4.PDD 5.SNOW 6.U 7.HOOD 8.DDOG 9.YMM 10.ABNB
2023-12-31	37	$12.1B	0	1DASH 2PDD 3NU Top holdings2023-12-31 1.DASH 2.PDD 3.NU 4.SNOW 5.U 6.CART 7.DDOG 8.YMM 9.HOOD 10.BEKE
2023-09-30	45	$10.9B	0	1DASH 2SNOW 3NU Top holdings2023-09-30 1.DASH 2.SNOW 3.NU 4.PDD 5.CART 6.U 7.YMM 8.DDOG 9.HOOD 10.BEKE
2023-06-30	44	$10.6B	0	1NU 2DASH 3SNOW Top holdings2023-06-30 1.NU 2.DASH 3.SNOW 4.U 5.DDOG 6.PDD 7.YMM 8.HOOD 9.BEKE 10.ABNB
2023-03-31	44	$8.5B	0	1DASH 2SNOW 3NU Top holdings2023-03-31 1.DASH 2.SNOW 3.NU 4.U 5.YMM 6.PDD 7.DDOG 8.HOOD 9.BEKE 10.ABNB
2022-12-31	45	$7.6B	0	1SNOW 2NU 3DASH Top holdings2022-12-31 1.SNOW 2.NU 3.DASH 4.U 5.PDD 6.YMM 7.DDOG 8.BEKE 9.HOOD 10.PATH
2022-09-30	42	$8.6B	0	1NU 2SNOW 3DASH Top holdings2022-09-30 1.NU 2.SNOW 3.DASH 4.U 5.PDD 6.YMM 7.BEKE 8.HOOD 9.PATH 10.DDOG
2022-06-30	42	$8.6B	0	1DASH 2NU 3SNOW Top holdings2022-06-30 1.DASH 2.NU 3.SNOW 4.U 5.YMM 6.PDD 7.BEKE 8.PATH 9.HOOD 10.ABNB
2022-03-31	42	$15.6B	0	1NU 2DASH 3SNOW Top holdings2022-03-31 1.NU 2.DASH 3.SNOW 4.U 5.29079J 6.HOOD 7.YMM 8.PATH 9.ABNB 10.PDD
2021-12-31	37	$20.1B	0	1DASH 2NU 3SNOW Top holdings2021-12-31 1.DASH 2.NU 3.SNOW 4.U 5.29079J 6.PATH 7.HOOD 8.YMM 9.BEKE 10.PDD
2021-09-30	30	$17.9B	0	1DASH 2SNOW 3U Top holdings2021-09-30 1.DASH 2.SNOW 3.U 4.MDLA 5.HOOD 6.PATH 7.PDD 8.ABNB 9.BBIO 10.BLIUSD
2021-06-30	31	$15.7B	100	1DASH 2SNOW 3U Top holdings2021-06-30 1.DASH 2.SNOW 3.U 4.MDLA 5.PDD 6.PATH 7.90138Q 8.BLIUSD 9.BBIO 10.ABNB
2021-03-31	26	$16.7B	49	1DASH 2SNOW 3U Top holdings2021-03-31 1.DASH 2.SNOW 3.U 4.MDLA 5.PDD 6.BLIUSD 7.BBIO 8.ABNB 9.SUMO2EUR 10.QNCX
2020-12-31	24	$16.7B	100	1DASH 2U 3MDLA Top holdings2020-12-31 1.DASH 2.U 3.MDLA 4.PDD 5.BLIUSD 6.BEKE 7.BBIO 8.ABNB 9.SUMO2EUR 10.DOYU
2020-09-30	18	$10.4B	100	1SNOW 2U 3MDLA Top holdings2020-09-30 1.SNOW 2.U 3.MDLA 4.BEKE 5.BLIUSD 6.PDD 7.BBIO 8.SUMO2EUR 9.QNCX 10.XYZ
2020-06-30	8	$1.7B	40	1MDLA 2PDD 3BBIO Top holdings2020-06-30 1.MDLA 2.PDD 3.BBIO 4.QNCX 5.EB4 6.XYZ
2020-03-31	11	$1.3B	56	1MDLA 2PDD 3HCAT Top holdings2020-03-31 1.MDLA 2.PDD 3.HCAT 4.BBIO 5.QNCX 6.XYZ 7.EB4
2019-12-31	16	$2.3B	21	1MDLA 2HCAT 3PDD Top holdings2019-12-31 1.MDLA 2.HCAT 3.PDD 4.GH 5.SNAP 6.BBIO 7.XYZ 8.QNCX 9.EB4
2019-09-30	19	$2.3B	100	1MDLA 2GH 3HCAT Top holdings2019-09-30 1.MDLA 2.GH 3.HCAT 4.UBER 5.PDD 6.SNAP 7.XYZ 8.BBIO 9.QNCX 10.EB4
2019-06-30	14	$1.5B	46	1GH 2UBER 3SNAP Top holdings2019-06-30 1.GH 2.UBER 3.SNAP 4.PDD 5.XYZ 6.RUN 7.BBIO 8.QNCX
2019-03-31	12	$1.0B	73	1GH 2PDD 3RUN Top holdings2019-03-31 1.GH 2.PDD 3.RUN 4.XYZ 5.SNAP 6.GOOG 7.DBX
2018-12-31	16	$963.7M	100	1MSFT 2GH 3PDD Top holdings2018-12-31 1.MSFT 2.GH 3.PDD 4.XYZ 5.RUN 6.SNAP 7.GOOG 8.MOBL 9.DBX
2018-09-30	9	$606.9M	51	1XYZ 2PDD314081R Top holdings2018-09-30 1.XYZ 2.PDD 3.14081R 4.RUN 5.SNAP 6.GOOG 7.MOBL 8.DBX
2018-06-30	7	$469.5M	75	114081R2XYZ 3SNAP Top holdings2018-06-30 1.14081R 2.XYZ 3.SNAP 4.RUN 5.GOOG 6.MOBL
2018-03-31	6	$245.3M	34	1SNAP 2RUN 3XYZ Top holdings2018-03-31 1.SNAP 2.RUN 3.XYZ 4.GOOG 5.MOBL
2017-12-31	7	$235.8M	19	1SNAP 2RUN3G27358 Top holdings2017-12-31 1.SNAP 2.RUN 3.G27358 4.XYZ 5.GOOG 6.MOBL
2017-09-30	7	$264.2M	47	1SNAP2G273583RUN Top holdings2017-09-30 1.SNAP 2.G27358 3.RUN 4.74766D 5.XYZ 6.GOOG 7.MOBL
2017-06-30	8	$302.9M	45	1SNAP 2RUN 3ABBV Top holdings2017-06-30 1.SNAP 2.RUN 3.ABBV 4.74766D 5.XYZ 6.GOOG 7.MOBL 8.TWTRUSD
2017-03-31	9	$386.1M	68	1SNAP 2ABBV374766D Top holdings2017-03-31 1.SNAP 2.ABBV 3.74766D 4.RUN 5.65440R 6.GOOG 7.MOBL 8.XYZ
2016-12-31	7	$191.1M	47	1ABBV274766D3RUN Top holdings2016-12-31 1.ABBV 2.74766D 3.RUN 4.65440R 5.GOOG 6.MOBL 7.XYZ
2016-09-30	6	$176.0M	11	1ABBV 2RUN329272U Top holdings2016-09-30 1.ABBV 2.RUN 3.29272U 4.65440R 5.GOOG 6.MOBL
2016-06-30	12	$162.7M	81	1ABBV 2RUN329272U Top holdings2016-06-30 1.ABBV 2.RUN 3.29272U 4.65440R 5.GOOG 6.MOBL 7.META 8.Z 9.BOX 10.ZG
2016-03-31	5	$78.2M	50	1RUN229272U365440R Top holdings2016-03-31 1.RUN 2.29272U 3.65440R 4.MOBL 5.GOOG
2015-12-31	5	$128.5M	72	1RUN229272U365440R Top holdings2015-12-31 1.RUN 2.29272U 3.65440R 4.GOOG 5.MOBL
2015-09-30	8	$227.6M	67	1META 2RUN329272U Top holdings2015-09-30 1.META 2.RUN 3.29272U 4.65440R 5.MOBL 6.57063L
2015-06-30	8	$211.7M	67	1META229272U365440R Top holdings2015-06-30 1.META 2.29272U 3.65440R 4.HUBS 5.MOBL 6.57063L
2015-03-31	7	$226.4M	13	1HUBS 2META365440R Top holdings2015-03-31 1.HUBS 2.META 3.65440R 4.MOBL 5.57063L
2014-12-31	6	$213.1M	100	1HUBS 2META365440R Top holdings2014-12-31 1.HUBS 2.META 3.65440R 4.MOBL
2014-09-30	3	$51.7M	29	165440R2MOBL 3GDOT Top holdings2014-09-30 1.65440R 2.MOBL 3.GDOT
2014-06-30	5	$64.2M	—	165440R2GDOT 3MOBL Top holdings2014-06-30 1.65440R 2.GDOT 3.MOBL 4.META 5.TWTRUSD

Holding changes this quarter

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%.

Position changes disclosed by Sc US (ttgp), LTD. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	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

FAQ

What is Sc US (ttgp), LTD. and what type of investor is it?

Sc US (ttgp), LTD. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $9.2B, spread across 36 disclosed positions.

What are Sc US (ttgp), LTD.'s largest equity positions?

Based on the latest 13F filing, Sc US (ttgp), LTD.'s top holdings by market value are: 1. Doordash INC - A (DASH) — $4.7B (51.3%) 2. Maplebear INC (CART) — $1.0B (11.3%) 3. Pdd Holdings INC (PDD) — $903.4M (9.8%) 4. Klarna Group plc (KLAR) — $720.3M (7.8%) 5. Unity Software INC (U) — $698.2M (7.5%)

What changes did Sc US (ttgp), LTD. make in its most recent portfolio filing?

In the latest reported quarter, Sc US (ttgp), LTD. made 7 notable position adjustments: 2 new positions were initiated, 1 existing holdings were added to, 3 positions were partially reduced, and 1 were completely exited. The largest of these moves: 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%

What sectors does Sc US (ttgp), LTD. focus on?

Sc US (ttgp), LTD. is concentrated in the following sectors based on its current disclosed equity portfolio: • Consumer Discretionary: 87.7% • Information Technology: 9.8% • Health Care: 1.8% • Financials: 0.8%