SC US (ttgp), LTD.

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), SC US (ttgp), LTD. reported 16 stock positions worth $16.1 billion. Its top holding was DoorDash Class A (DASH) at 52.5% of the portfolio, followed by Klarna (KLAR, 12.5%) and Figma Class A (FIG, 8.1%). Compared with Q2 2025, it opened 4 new positions, sold out of 3 and reduced 2. The biggest buy was a new position in Klarna (KLAR) and the biggest sale DoorDash Class A (DASH, shares −0%).

Most Recent 13F
Q2 2026
Location
Menlo Park, CA
CIK
0001607841
Portfolio Value
$16.1B (Q3 2025)
SEC Filing
0001193125-25-281553 ↗ filed Nov 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 Q2 2025 Q3 2025: $16.1B $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 · $16.1B
DASH DoorDash Inc. Class A 52.52% 31,180,266 $8.5B Reduce -0.1%
KLAR Klarna Group PLC 12.49% 55,029,211 $2.0B New
FIG Figma Inc. Class A 8.11% 25,261,320 $1.3B New
U Unity Software Inc. 7.92% 31,932,183 $1.3B No change
PDD PDD Holdings Inc. 7.24% 8,841,576 $1.2B Reduce -16.5%
CART Maplebear Inc. 6.38% 28,015,968 $1.0B No change
DDOG Datadog Inc. Class A 2.11% 2,389,407 $340.3M No change
YMM Full Truck Alliance -SPN ADR 1.05% 13,057,904 $169.4M No change
BBIO Bridgebio Pharma Inc. 0.60% 1,860,364 $96.6M No change
XYZ Block Inc. 0.44% 990,778 $71.6M No change
AIRBNB INC 0.38% 510,666 $62.0M New
BEKE Ke Holdings Inc.-ADR filed as KE HLDGS INC 0.26% 2,192,982 $41.7M No change
AMPL Amplitude Inc. Class A 0.19% 2,798,951 $30.0M No change
CHYM Chime Financial Inc. Class A 0.18% 1,447,810 $29.2M No change
VIA Via Transportation Inc. Class A 0.13% 421,915 $20.3M New
BTDR Bitdeer Technologies Group-A 0.01% 138,168 $2.4M 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: $16.2B.

Portfolio Sells Q2 2025 → Q3 2025
DASH DoorDash Inc. Class A Reduce -0.1% 52.52% −8.05
NU Nu Holdings Ltd./Cayman Isl-A Sold out 0.00% −7.87
PDD PDD Holdings Inc. Reduce -16.5% 7.24% −1.50
ABNB Airbnb Inc. Class A Sold out 0.00% −0.53
FRSH Freshworks Inc. Class A Sold out 0.00% −0.34

Portfolio Buys Q2 2025 → Q3 2025
KLAR Klarna Group PLC New 12.49% +12.49
FIG Figma Inc. Class A New 8.11% +8.11
AIRBNB INC New 0.38% +0.38
VIA Via Transportation Inc. Class A New 0.13% +0.13

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