SC US (ttgp), LTD.

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), SC US (ttgp), LTD. reported 15 stock positions worth $12.7 billion. Its top holding was DoorDash Class A (DASH) at 60.6% of the portfolio, followed by Maplebear (CART, 10.0%) and PDD (PDD, 8.7%). Compared with Q1 2025, it opened 1 new position and reduced 4. The biggest buy was a new position in Chime Financial Class A (CHYM) and the biggest sale Nu Holdings Ltd./Cayman Isl-A (NU, shares −33%).

Most Recent 13F
Q2 2026
Location
Menlo Park, CA
CIK
0001607841
Portfolio Value
$12.7B (Q2 2025)
SEC Filing
0000950123-25-008327 ↗ filed Aug 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 Q4 2024 Q1 2025: $10.5B Q1 2025 Q2 2025: $12.7B $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 · $12.7B
DASH DoorDash Inc. Class A 60.57% 31,196,438 $7.7B Reduce -0.0%
CART Maplebear Inc. 9.98% 28,015,968 $1.3B Reduce -0.0%
PDD PDD Holdings Inc. 8.73% 10,592,635 $1.1B No change
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 7.87% 72,785,016 $998.6M Reduce -33.3%
U Unity Software Inc. 6.09% 31,932,183 $772.8M Reduce -0.0%
DDOG Datadog Inc. Class A 2.53% 2,389,407 $321.0M No change
YMM Full Truck Alliance -SPN ADR 1.21% 13,057,904 $154.2M No change
BBIO Bridgebio Pharma Inc. 0.63% 1,860,364 $80.3M No change
ABNB Airbnb Inc. Class A 0.53% 511,074 $67.6M No change
XYZ Block Inc. 0.53% 990,778 $67.3M No change
CHYM Chime Financial Inc. Class A 0.39% 1,447,810 $50.0M New
FRSH Freshworks Inc. Class A 0.34% 2,885,303 $43.0M No change
BEKE Ke Holdings Inc.-ADR filed as KE HLDGS INC 0.31% 2,192,982 $38.9M No change
AMPL Amplitude Inc. Class A 0.27% 2,798,951 $34.7M No change
BTDR Bitdeer Technologies Group-A 0.01% 138,168 $1.6M No change
Other holdings (1): bonds, preferreds, convertibles and warrants · $1.5B (not counted above)
SecurityClassShares / PrincipalValueChange
UNITY SOFTWARE INC (U 0 11/15/26) NOTE 11/1 · principal 60,000,000$1.5BNo change

Total filed on the 13F, all lines: $14.1B.

Portfolio Sells Q1 2025 → Q2 2025
NU Nu Holdings Ltd./Cayman Isl-A Reduce -33.3% 7.87% −2.77
CART Maplebear Inc. Reduce -0.0% 9.98% −0.65
U Unity Software Inc. Reduce -0.0% 6.09% +0.14
DASH DoorDash Inc. Class A Reduce -0.0% 60.57% +6.34

Portfolio Buys Q1 2025 → Q2 2025
CHYM Chime Financial Inc. Class A New 0.39% +0.39

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