In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), SC US (ttgp), LTD. reported 17 stock positions worth $9.2 billion . Its top holding was DoorDash Class A (DASH) at 51.4% of the portfolio, followed by Maplebear (CART, 11.3% ) and PDD (PDD, 9.8% ). Compared with Q4 2025, it opened 2 new positions, sold out of 1, added to 1 and reduced 3. The biggest buy was a new position in Unity Software Inc. (u 0 11/15/26) and the biggest sale Unity Software (U, shares −0% ).
Location Menlo Park, CA
CIK 0001607841
Portfolio Value $9.2B (Q1 2026) Holdings 17 stocks · $9.2B Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q4 2025 DASH DoorDash Inc. Class A 31,595,084 $4.7B Reduce -0.3% CART Maplebear Inc. 27,928,385 $1.0B Reduce -0.2% PDD PDD Holdings Inc. 8,841,576 $903.4M No change KLAR Klarna Group PLC 55,029,211 $720.3M No change U Unity Software Inc. 31,824,924 $698.2M Reduce -0.3% FIG Figma Inc. Class A 26,728,171 $565.0M Add +5.8% BBIO Bridgebio Pharma Inc. 1,860,364 $138.2M No change YMM Full Truck Alliance -SPN ADR 13,057,904 $108.4M No change ABNB Airbnb Inc. Class A 510,666 $64.5M No change UNITY SOFTWARE INC (U 0 11/15/26) 60,000,000 $60.0M New XYZ Block Inc. 990,778 $59.6M No change AUR Aurora Innovation Inc. 8,809,941 $36.3M No change BEKE Ke Holdings Inc.-ADR filed as KE HLDGS INC 2,192,982 $32.8M No change CHYM Chime Financial Inc. Class A 1,449,730 $27.2M No change AMPL Amplitude Inc. Class A 2,798,951 $19.1M No change BTDR Bitdeer Technologies Group-A 138,168 $1.2M No change MDB Mongodb Inc. 2,706 $662K New
Other holdings (1): bonds, preferreds, convertibles and warrants · $20.6M (not counted above) Security Class Shares / Principal Value Change TSLA Tesla Inc. COM · principal 55,407 $20.6M New
Total filed on the 13F, all lines: $9.2B.
Portfolio Sells Q4 2025 → Q1 2026 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q4 2025 % Of Portfolio Change To Portfolio ▲ U Unity Software Inc. Reduce -0.3% 7.57% −2.54 VIA Via Transportation Inc. Class A Sold out 0.00% −0.09 DASH DoorDash Inc. Class A Reduce -0.3% 51.42% −0.02 CART Maplebear Inc. Reduce -0.2% 11.34% +2.31
Portfolio Buys Q4 2025 → Q1 2026 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Notes & Other Activity Q4 2025 → Q1 2026 Security Class Change vs Q4 2025 Shares / Principal Value ▼ UNITY SOFTWARE INC (U 0 11/15/26) NOTE 11/1 · principal Sold out 60,000,000 $60.0Mbefore exit TSLA Tesla Inc. COM · principal New 55,407 $20.6M
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 18 $31.8B SPCX, DASH, CART, KLAR, U Q1 2026 17 $9.2B DASH, CART, PDD, KLAR, U Q4 2025 16 $14.0B DASH, KLAR, U, CART, PDD Q3 2025 16 $16.1B DASH, KLAR, FIG, U, PDD Q2 2025 15 $12.7B DASH, CART, PDD, NU, U Q1 2025 14 $10.5B DASH, PDD, NU, CART, U Q4 2024 15 $12.3B DASH, NU, CART, PDD, SNOW Q3 2024 16 $13.6B DASH, NU, PDD, CART, SNOW Q2 2024 17 $12.3B DASH, NU, PDD, CART, SNOW Q1 2024 21 $13.5B DASH, NU, CART, PDD, SNOW