In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 14, 2024), SC US (ttgp), LTD. reported 21 stock positions worth $13.5 billion . Its top holding was DoorDash Class A (DASH) at 32.4% of the portfolio, followed by Nu Holdings Ltd./Cayman Isl-A (NU, 22.3% ) and Maplebear (CART, 11.6% ). Compared with Q4 2023, it opened 1 new position, sold out of 2, added to 2 and reduced 9. The biggest buy was Maplebear (CART, shares +5% ) and the biggest sale PDD (PDD, shares −12% ).
Location Menlo Park, CA
CIK 0001607841
Portfolio Value $13.5B (Q1 2024) Holdings 21 stocks · $13.5B 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 Q4 2023 DASH DoorDash Inc. Class A 31,656,849 $4.4B Reduce -0.1% NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 251,944,626 $3.0B Reduce -0.1% CART Maplebear Inc. 41,910,868 $1.6B Add +5.4% PDD PDD Holdings Inc. 12,695,617 $1.5B Reduce -12.1% SNOW Snowflake Inc. 7,540,865 $1.2B Reduce -0.2% U Unity Software Inc. 28,575,782 $763.0M Add +4.5% HOOD Robinhood Markets Inc. Class A 17,112,983 $344.5M No change DDOG Datadog Inc. Class A 2,389,407 $295.3M No change YMM Full Truck Alliance -SPN ADR 13,057,904 $94.9M Reduce -59.5% ABNB Airbnb Inc. Class A 515,016 $85.0M Reduce 0.0% BEKE Ke Holdings Inc.-ADR filed as KE HLDGS INC 4,934,209 $67.7M Reduce -10.0% BBIO Bridgebio Pharma Inc. 1,860,364 $57.5M No change FRSH Freshworks Inc. Class A 2,885,303 $52.5M No change XYZ Block Inc. 556,373 $47.1M No change AMPL Amplitude Inc. Class A 2,798,951 $30.5M No change AUR Aurora Innovation Inc. 2,770,263 $7.8M Reduce -68.6% BTDR Bitdeer Technologies Group-A 138,168 $970K No change MTTR Matterport Inc. 268,797 $607K Reduce -21.5% COIN Coinbase Global Inc. Class A 2,074 $550K No change ROIV Roivant Sciences Ltd. 26,767 $282K New PRST Presto Automation Inc. 24,288 $4K No change
Other holdings (1): bonds, preferreds, convertibles and warrants · $60.0M (not counted above) Total filed on the 13F, all lines: $13.5B.
Portfolio Sells Q4 2023 → Q1 2024 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q4 2023 % Of Portfolio Change To Portfolio ▲ PDD PDD Holdings Inc. Reduce -12.1% 10.96% −6.57 SNOW Snowflake Inc. Reduce -0.2% 9.05% −3.42 YMM Full Truck Alliance -SPN ADR Reduce -59.5% 0.70% −1.17 AUR Aurora Innovation Inc. Reduce -68.6% 0.06% −0.26 BEKE Ke Holdings Inc.-ADR Reduce -10.0% 0.50% −0.23 RBLX Roblox Corp. Class A Sold out 0.00% −0.02 RUM Rum Group Inc. Sold out 0.00% −0.01 MTTR Matterport Inc. Reduce -21.5% 0.00% −0.00 ABNB Airbnb Inc. Class A Reduce 0.0% 0.63% +0.05 NU Nu Holdings Ltd./Cayman Isl-A Reduce -0.1% 22.31% +4.89 DASH DoorDash Inc. Class A Reduce -0.1% 32.36% +6.38
Portfolio Buys Q4 2023 → Q1 2024 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 Q4 2023 % Of Portfolio Change To Portfolio ▼ CART Maplebear Inc. Add +5.4% 11.60% +3.87 ROIV Roivant Sciences Ltd. New 0.00% +0.00 U Unity Software Inc. Add +4.5% 5.66% −3.61
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