SC US (ttgp), LTD.

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), SC US (ttgp), LTD. reported 17 stock positions worth $12.3 billion. Its top holding was DoorDash Class A (DASH) at 27.9% of the portfolio, followed by Nu Holdings Ltd./Cayman Isl-A (NU, 26.3%) and PDD (PDD, 13.7%). Compared with Q1 2024, it sold out of 4, added to 1 and reduced 5. The biggest buy was Unity Software (U, shares +13%) and the biggest sale DoorDash Class A (DASH, shares −0%).

Most Recent 13F
Q2 2026
Location
Menlo Park, CA
CIK
0001607841
Portfolio Value
$12.3B (Q2 2024)
SEC Filing
0000950123-24-008510 ↗ filed Aug 14, 2024

Holdings Value

0$10.0B$20.0B$30.0B$40.0B Q1 2024: $13.5B Q1 2024 Q2 2024: $12.3B $12.3B Q2 2024 Q3 2024: $13.6B Q3 2024 Q4 2024: $12.3B Q4 2024 Q1 2025: $10.5B Q1 2025 Q2 2025: $12.7B Q2 2025 Q3 2025: $16.1B Q3 2025 Q4 2025: $14.0B Q4 2025 Q1 2026: $9.2B Q1 2026 Q2 2026: $31.8B Q2 2026

Holdings 17 stocks · $12.3B
DASH DoorDash Inc. Class A 27.87% 31,605,050 $3.4B Reduce -0.2%
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 26.26% 251,304,177 $3.2B Reduce -0.3%
PDD PDD Holdings Inc. 13.68% 12,695,617 $1.7B No change
CART Maplebear Inc. 10.92% 41,910,868 $1.3B No change
SNOW Snowflake Inc. 8.21% 7,500,787 $1.0B Reduce -0.5%
U Unity Software Inc. 4.25% 32,250,215 $524.4M Add +12.9%
HOOD Robinhood Markets Inc. Class A 3.15% 17,112,983 $388.6M No change
DDOG Datadog Inc. Class A 2.51% 2,389,407 $309.9M No change
YMM Full Truck Alliance -SPN ADR 0.85% 13,057,904 $105.0M No change
ABNB Airbnb Inc. Class A 0.63% 514,199 $78.0M Reduce -0.2%
BEKE Ke Holdings Inc.-ADR filed as KE HLDGS INC 0.47% 4,111,841 $58.2M Reduce -16.7%
BBIO Bridgebio Pharma Inc. 0.38% 1,860,364 $47.1M No change
FRSH Freshworks Inc. Class A 0.30% 2,885,303 $36.6M No change
XYZ Block Inc. 0.29% 556,373 $35.9M No change
AMPL Amplitude Inc. Class A 0.20% 2,798,951 $24.9M No change
BTDR Bitdeer Technologies Group-A 0.01% 138,168 $1.4M No change
COIN Coinbase Global Inc. Class A 0.00% 2,074 $461K No change
Other holdings (1): bonds, preferreds, convertibles and warrants · $60.0M (not counted above)
SecurityClassShares / PrincipalValueChange
UNITY SOFTWARE INC (U 0 11/15/26) NOTE 11/1 · principal 60,000,000$60.0MNo change

Total filed on the 13F, all lines: $12.4B.

Portfolio Sells Q1 2024 → Q2 2024
DASH DoorDash Inc. Class A Reduce -0.2% 27.87% −4.49
SNOW Snowflake Inc. Reduce -0.5% 8.21% −0.83
AUR Aurora Innovation Inc. Sold out 0.00% −0.06
BEKE Ke Holdings Inc.-ADR Reduce -16.7% 0.47% −0.03
MTTR Matterport Inc. Sold out 0.00% −0.00
ROIV Roivant Sciences Ltd. Sold out 0.00% −0.00
PRST Presto Automation Inc. Sold out 0.00% 0.00
ABNB Airbnb Inc. Class A Reduce -0.2% 0.63% +0.00
NU Nu Holdings Ltd./Cayman Isl-A Reduce -0.3% 26.26% +3.95

Portfolio Buys Q1 2024 → Q2 2024
U Unity Software Inc. Add +12.9% 4.25% −1.41

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 18$31.8BSPCX, DASH, CART, KLAR, U
Q1 2026 17$9.2BDASH, CART, PDD, KLAR, U
Q4 2025 16$14.0BDASH, KLAR, U, CART, PDD
Q3 2025 16$16.1BDASH, KLAR, FIG, U, PDD
Q2 2025 15$12.7BDASH, CART, PDD, NU, U
Q1 2025 14$10.5BDASH, PDD, NU, CART, U
Q4 2024 15$12.3BDASH, NU, CART, PDD, SNOW
Q3 2024 16$13.6BDASH, NU, PDD, CART, SNOW
Q2 2024 17$12.3BDASH, NU, PDD, CART, SNOW
Q1 2024 21$13.5BDASH, NU, CART, PDD, SNOW