SC US (ttgp), LTD.

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), SC US (ttgp), LTD. reported 15 stock positions worth $12.3 billion. Its top holding was DoorDash Class A (DASH) at 42.8% of the portfolio, followed by Nu Holdings Ltd./Cayman Isl-A (NU, 19.7%) and Maplebear (CART, 9.4%). Compared with Q3 2024, it sold out of 1 and reduced 7. The biggest sale was Nu Holdings Ltd./Cayman Isl-A (NU, shares −7%).

Most Recent 13F
Q2 2026
Location
Menlo Park, CA
CIK
0001607841
Portfolio Value
$12.3B (Q4 2024)
SEC Filing
0000950123-25-002384 ↗ filed Feb 14, 2025

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 Q3 2024 Q4 2024: $12.3B $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 15 stocks · $12.3B
DASH DoorDash Inc. Class A 42.78% 31,458,199 $5.3B Reduce -0.3%
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 19.68% 234,332,004 $2.4B Reduce -6.6%
CART Maplebear Inc. 9.41% 28,018,858 $1.2B Reduce -18.7%
PDD PDD Holdings Inc. 8.33% 10,592,635 $1.0B Reduce -12.0%
SNOW Snowflake Inc. 7.45% 5,949,377 $918.6M Reduce -20.5%
U Unity Software Inc. 5.83% 32,028,504 $719.7M Reduce -0.4%
DDOG Datadog Inc. Class A 2.77% 2,389,407 $341.4M No change
YMM Full Truck Alliance -SPN ADR 1.15% 13,057,904 $141.3M No change
XYZ Block Inc. 0.68% 990,778 $84.2M No change
ABNB Airbnb Inc. Class A 0.55% 514,199 $67.6M No change
BBIO Bridgebio Pharma Inc. 0.41% 1,860,364 $51.0M No change
FRSH Freshworks Inc. Class A 0.38% 2,885,303 $46.7M No change
BEKE Ke Holdings Inc.-ADR filed as KE HLDGS INC 0.33% 2,192,982 $40.4M Reduce -33.3%
AMPL Amplitude Inc. Class A 0.24% 2,798,951 $29.5M No change
BTDR Bitdeer Technologies Group-A 0.02% 138,168 $3.0M 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 Q3 2024 → Q4 2024
NU Nu Holdings Ltd./Cayman Isl-A Reduce -6.6% 19.68% −5.43
PDD PDD Holdings Inc. Reduce -12.0% 8.33% −3.57
HOOD Robinhood Markets Inc. Class A Sold out 0.00% −2.94
CART Maplebear Inc. Reduce -18.7% 9.41% −0.88
BEKE Ke Holdings Inc.-ADR Reduce -33.3% 0.33% −0.15
U Unity Software Inc. Reduce -0.4% 5.83% +0.50
SNOW Snowflake Inc. Reduce -20.5% 7.45% +1.14
DASH DoorDash Inc. Class A Reduce -0.3% 42.78% +9.76

Portfolio Buys Q3 2024 → Q4 2024
None this quarter.

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