SC US (ttgp), LTD.

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), SC US (ttgp), LTD. reported 16 stock positions worth $13.6 billion. Its top holding was DoorDash Class A (DASH) at 33.0% of the portfolio, followed by Nu Holdings Ltd./Cayman Isl-A (NU, 25.1%) and PDD (PDD, 11.9%). Compared with Q2 2024, it sold out of 1, added to 1 and reduced 7. The biggest buy was Block (XYZ, shares +78%) and the biggest sale Snowflake (SNOW, shares −0%).

Most Recent 13F
Q2 2026
Location
Menlo Park, CA
CIK
0001607841
Portfolio Value
$13.6B (Q3 2024)
SEC Filing
0000950123-24-011851 ↗ filed Nov 14, 2024

Holdings Value

0$10.0B$20.0B$30.0B$40.0B Q1 2024: $13.5B Q1 2024 Q2 2024: $12.3B Q2 2024 Q3 2024: $13.6B $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 16 stocks · $13.6B
DASH DoorDash Inc. Class A 33.02% 31,553,436 $4.5B Reduce -0.2%
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 25.11% 250,928,497 $3.4B Reduce -0.1%
PDD PDD Holdings Inc. 11.89% 12,032,996 $1.6B Reduce -5.2%
CART Maplebear Inc. 10.29% 34,452,822 $1.4B Reduce -17.8%
SNOW Snowflake Inc. 6.31% 7,487,056 $860.0M Reduce -0.2%
U Unity Software Inc. 5.33% 32,156,150 $727.4M Reduce -0.3%
HOOD Robinhood Markets Inc. Class A 2.94% 17,112,983 $400.8M No change
DDOG Datadog Inc. Class A 2.02% 2,389,407 $274.9M No change
YMM Full Truck Alliance -SPN ADR 0.86% 13,057,904 $117.7M No change
XYZ Block Inc. 0.49% 990,778 $66.5M Add +78.1%
BEKE Ke Holdings Inc.-ADR filed as KE HLDGS INC 0.48% 3,289,473 $65.5M Reduce -20.0%
ABNB Airbnb Inc. Class A 0.48% 514,199 $65.2M No change
BBIO Bridgebio Pharma Inc. 0.35% 1,860,364 $47.4M No change
FRSH Freshworks Inc. Class A 0.24% 2,885,303 $33.1M No change
AMPL Amplitude Inc. Class A 0.18% 2,798,951 $25.1M No change
BTDR Bitdeer Technologies Group-A 0.01% 138,168 $1.1M 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: $13.7B.

Portfolio Sells Q2 2024 → Q3 2024
SNOW Snowflake Inc. Reduce -0.2% 6.31% −1.91
PDD PDD Holdings Inc. Reduce -5.2% 11.89% −1.79
NU Nu Holdings Ltd./Cayman Isl-A Reduce -0.1% 25.11% −1.15
CART Maplebear Inc. Reduce -17.8% 10.29% −0.63
COIN Coinbase Global Inc. Class A Sold out 0.00% −0.00
BEKE Ke Holdings Inc.-ADR Reduce -20.0% 0.48% +0.01
U Unity Software Inc. Reduce -0.3% 5.33% +1.08
DASH DoorDash Inc. Class A Reduce -0.2% 33.02% +5.15

Portfolio Buys Q2 2024 → Q3 2024
XYZ Block Inc. Add +78.1% 0.49% +0.20

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