SC US (ttgp), LTD.

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), SC US (ttgp), LTD. reported 16 stock positions worth $14.0 billion. Its top holding was DoorDash Class A (DASH) at 51.4% of the portfolio, followed by Klarna (KLAR, 11.4%) and Unity Software (U, 10.1%). Compared with Q3 2025, it opened 2 new positions, sold out of 2, added to 2 and reduced 2. The biggest buy was a new position in Airbnb Class A (ABNB) and the biggest sale an exit from Datadog Class A (DDOG).

Most Recent 13F
Q2 2026
Location
Menlo Park, CA
CIK
0001607841
Portfolio Value
$14.0B (Q4 2025)
SEC Filing
0001193125-26-051561 ↗ filed Feb 13, 2026

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 Q3 2025 Q4 2025: $14.0B $14.0B Q4 2025 Q1 2026: $9.2B Q1 2026 Q2 2026: $31.8B Q2 2026

Holdings 16 stocks · $14.0B
DASH DoorDash Inc. Class A 51.44% 31,686,624 $7.2B Add +1.6%
KLAR Klarna Group PLC 11.40% 55,029,211 $1.6B No change
U Unity Software Inc. 10.11% 31,920,048 $1.4B Reduce -0.0%
CART Maplebear Inc. 9.03% 27,995,267 $1.3B Reduce -0.1%
PDD PDD Holdings Inc. 7.19% 8,841,576 $1.0B No change
FIG Figma Inc. Class A 6.77% 25,261,320 $944.0M No change
BBIO Bridgebio Pharma Inc. 1.02% 1,860,364 $142.3M No change
YMM Full Truck Alliance -SPN ADR 1.00% 13,057,904 $140.1M No change
ABNB Airbnb Inc. Class A 0.50% 510,666 $69.3M New
XYZ Block Inc. 0.46% 990,778 $64.5M No change
CHYM Chime Financial Inc. Class A 0.26% 1,449,730 $36.5M Add +0.1%
BEKE Ke Holdings Inc.-ADR filed as KE HLDGS INC 0.25% 2,192,982 $34.6M No change
AUR Aurora Innovation Inc. 0.24% 8,809,941 $33.8M New
AMPL Amplitude Inc. Class A 0.23% 2,798,951 $32.4M No change
VIA Via Transportation Inc. Class A 0.09% 421,915 $12.2M No change
BTDR Bitdeer Technologies Group-A 0.01% 138,168 $1.5M 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: $14.0B.

Portfolio Sells Q3 2025 → Q4 2025
DDOG Datadog Inc. Class A Sold out 0.00% −2.11
AIRBNB INC Sold out 0.00% −0.38
U Unity Software Inc. Reduce -0.0% 10.11% +2.19
CART Maplebear Inc. Reduce -0.1% 9.03% +2.65

Portfolio Buys Q3 2025 → Q4 2025
ABNB Airbnb Inc. Class A New 0.50% +0.50
AUR Aurora Innovation Inc. New 0.24% +0.24
CHYM Chime Financial Inc. Class A Add +0.1% 0.26% +0.08
DASH DoorDash Inc. Class A Add +1.6% 51.44% −1.08

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