In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), SC US (ttgp), LTD. reported 18 stock positions worth $31.8 billion . Its top holding was Space Exploration Techn Class A (SPCX) at 65.8% of the portfolio, followed by DoorDash Class A (DASH, 18.3% ) and Maplebear (CART, 4.2% ). Compared with Q1 2026, it opened 2 new positions, sold out of 1 and added to 1. The biggest buy was a new position in Space Exploration Techn Class A (SPCX) and the biggest sale an exit from Unity Software Inc. (u 0 11/15/26) .
Location Menlo Park, CA
CIK 0001607841
Portfolio Value $31.8B (Q2 2026) Holdings 18 stocks · $31.8B Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q1 2026 SPCX Space Exploration Techn Class A 122,519,145 $20.9B New DASH DoorDash Inc. Class A 31,595,084 $5.8B No change CART Maplebear Inc. 27,928,385 $1.3B No change KLAR Klarna Group PLC 55,029,211 $1.1B No change U Unity Software Inc. 31,824,924 $909.6M No change PDD PDD Holdings Inc. 8,841,576 $674.4M No change FIG Figma Inc. Class A 26,728,172 $483.5M Add +0.0% BBIO Bridgebio Pharma Inc. 1,860,364 $138.6M No change YMM Full Truck Alliance -SPN ADR 13,057,904 $106.0M No change XYZ Block Inc. 990,778 $75.3M No change ABNB Airbnb Inc. Class A 510,666 $73.1M No change AUR Aurora Innovation Inc. 8,809,941 $60.1M No change BEKE Ke Holdings Inc.-ADR filed as KE HLDGS INC 2,192,982 $31.9M No change CHYM Chime Financial Inc. Class A 1,449,730 $29.7M No change TSLA Tesla Inc. 55,407 $23.3M New AMPL Amplitude Inc. Class A 2,798,951 $21.4M No change BTDR Bitdeer Technologies Group-A 138,168 $2.2M No change MDB Mongodb Inc. 2,706 $909K No change
Other holdings (1): bonds, preferreds, convertibles and warrants · $60.0M (not counted above) Total filed on the 13F, all lines: $31.9B.
Portfolio Sells Q1 2026 → Q2 2026 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Portfolio Buys Q1 2026 → Q2 2026 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2026 % Of Portfolio Change To Portfolio ▼ SPCX Space Exploration Techn Class A New 65.77% +65.77 TSLA Tesla Inc. New 0.07% +0.07 FIG Figma Inc. Class A Add +0.0% 1.52% −4.61
Notes & Other Activity Q1 2026 → Q2 2026 Security Class Change vs Q1 2026 Shares / Principal Value ▼ UNITY SOFTWARE INC (U 0 11/15/26) NOTE 11/1 · principal New 60,000,000 $60.0M TSLA Tesla Inc. COM · principal Sold out 55,407 $20.6Mbefore exit
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 18 $31.8B SPCX, DASH, CART, KLAR, U Q1 2026 17 $9.2B DASH, CART, PDD, KLAR, U Q4 2025 16 $14.0B DASH, KLAR, U, CART, PDD Q3 2025 16 $16.1B DASH, KLAR, FIG, U, PDD Q2 2025 15 $12.7B DASH, CART, PDD, NU, U Q1 2025 14 $10.5B DASH, PDD, NU, CART, U Q4 2024 15 $12.3B DASH, NU, CART, PDD, SNOW Q3 2024 16 $13.6B DASH, NU, PDD, CART, SNOW Q2 2024 17 $12.3B DASH, NU, PDD, CART, SNOW Q1 2024 21 $13.5B DASH, NU, CART, PDD, SNOW