$10.9 Billion is the total value of SC US (TTGP), LTD.'s 45 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 16.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DASH | Sell | DOORDASH INCcl a | $2,615,975,580 | -2.0% | 32,917,775 | -5.7% | 24.10% | -4.1% |
| SNOW | Sell | SNOWFLAKE INCcl a | $1,992,400,827 | -13.3% | 13,041,833 | -0.2% | 18.36% | -15.2% |
| Sell | NU HLDGS LTD | $1,829,322,219 | -44.0% | 252,320,306 | -39.1% | 16.85% | -45.2% | |
| PDD | Buy | PDD HOLDINGS INCsponsored ads | $1,416,826,803 | +543.4% | 14,447,097 | +353.6% | 13.05% | +529.7% |
| New | MAPLEBEAR INC | $1,180,490,344 | – | 39,760,537 | +100.0% | 10.88% | – | |
| U | Sell | UNITY SOFTWARE INC | $858,550,120 | -28.0% | 27,351,071 | -0.3% | 7.91% | -29.5% |
| YMM | FULL TRUCK ALLIANCE CO LTDsponsored ads | $226,754,852 | +13.2% | 32,209,496 | 0.0% | 2.09% | +10.8% | |
| DDOG | DATADOG INC | $217,651,084 | -7.4% | 2,389,407 | 0.0% | 2.00% | -9.4% | |
| ROBINHOOD MKTS INC | $167,878,363 | -1.7% | 17,112,983 | 0.0% | 1.55% | -3.8% | ||
| BEKE | Sell | KE HLDGS INCsponsored ads | $85,087,702 | -30.3% | 5,482,455 | -33.3% | 0.78% | -31.8% |
| ABNB | Sell | AIRBNB INC | $71,932,754 | +6.0% | 524,253 | -0.9% | 0.66% | +3.8% |
| FRESHWORKS INC | $57,475,236 | +13.3% | 2,885,303 | 0.0% | 0.53% | +10.9% | ||
| BBIO | BRIDGEBIO PHARMA INC | $49,057,799 | +53.3% | 1,860,364 | 0.0% | 0.45% | +50.2% | |
| PATH | UIPATH INCcl a | $34,414,575 | +3.3% | 2,011,372 | 0.0% | 0.32% | +1.0% | |
| AMPLITUDE INC | $32,383,863 | +5.2% | 2,798,951 | 0.0% | 0.30% | +2.8% | ||
| BITDEER TECHNOLOGIES GROUP | $12,300,052 | -13.9% | 1,275,939 | 0.0% | 0.11% | -16.3% | ||
| RBLX | ROBLOX CORPcl a | $1,670,847 | -28.1% | 57,695 | 0.0% | 0.02% | -31.8% | |
| BLI | PHENOMEX INC | $1,164,264 | +103.7% | 1,166,480 | 0.0% | 0.01% | +120.0% | |
| AURORA INNOVATION INC | $1,175,000 | -20.1% | 500,000 | 0.0% | 0.01% | -21.4% | ||
| SQ | BLOCK INCcl a | $696,077 | -33.5% | 15,727 | 0.0% | 0.01% | -40.0% | |
| RUMBLE INC | $680,274 | -36.5% | 133,387 | 0.0% | 0.01% | -40.0% | ||
| SKIL | SKILLSOFT CORPcl a | $209,988 | +1329.7% | 11,845 | 0.0% | 0.00% | – | |
| PRESTO AUTOMATION INC | $34,732 | -72.6% | 24,288 | 0.0% | 0.00% | -100.0% | ||
| EB | Exit | EVENTBRITE INC | $0 | – | -32,746 | -100.0% | -0.00% | – |
| Exit | BIRD GLOBAL INC | $0 | – | -492,178 | -100.0% | -0.01% | – | |
| Exit | EMBARK TECHNOLOGY INC | $0 | – | -2,657,204 | -100.0% | -0.07% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
- SC U.S. GROWTH VI MANAGEMENT, L.P. #1
- SC U.S. Venture XV Management, L.P. #2
- Sequoia Capital Fund Management, L.P. #3
- SC U.S. Growth VIII Management, L.P. #4
- SCGGF MANAGEMENT, L.P. #5
- SCGGF III - Endurance Partners Management, L.P. #6
- SC U.S. Growth VII Management, L.P. #7
- SC U.S. VENTURE XIV MANAGEMENT, L.P. #8
- SC Global Growth II Management, L.P. #9
- SC US/E Expansion Fund I Management, L.P. #10
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2023-12-21
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SQUARE INC | 28 | Q3 2023 | 29.3% |
| PINDUODUO INC. | 21 | Q3 2023 | 26.5% |
| MOBILEIRON INC | 19 | Q4 2018 | 17.1% |
| BRIDGEBIO PHARMA INC | 18 | Q3 2023 | 5.7% |
| SUNRUN INC | 16 | Q2 2019 | 68.5% |
| EVENTBRITE INC | 16 | Q2 2023 | 0.0% |
| ALPHABET, INC. | 14 | Q1 2019 | 4.6% |
| UNITY SOFTWARE INC | 13 | Q3 2023 | 30.2% |
| PHENOMEX INC | 13 | Q3 2023 | 5.9% |
| DOORDASH INC | 12 | Q3 2023 | 45.3% |
View SC US (TTGP), LTD.'s complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| Embark Technology, Inc.Sold out | August 03, 2023 | 0 | 0.0% |
| PDD Holdings Inc. | February 14, 2023 | 67,817,696 | 1.3% |
| Aurora Innovation, Inc. | August 17, 2022 | 11,911,572 | 1.6% |
| Bird Global, Inc. | August 17, 2022 | 5,685,761 | 2.3% |
| Amplitude, Inc. | February 14, 2022 | 2,554,932 | 4.5% |
| Berkeley Lights, Inc. | February 14, 2022 | 279,214 | 0.4% |
| Cloopen Group Holding Ltd | February 14, 2022 | 27,528,456 | 9.1% |
| Dingdong (Cayman) Ltd | February 14, 2022 | 16,711,750 | 5.6% |
| Snowflake Inc. | February 14, 2022 | 1,988,105 | 0.6% |
| 23andMe Holding Co. | June 30, 2021 | 3,634,310 | 3.8% |
View SC US (TTGP), LTD.'s complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 4 | 2024-03-05 |
| 4 | 2024-03-05 |
| 4 | 2024-03-05 |
| 4 | 2024-02-27 |
| 4 | 2024-02-27 |
| 4 | 2024-02-27 |
| SC 13D | 2024-02-27 |
| 4 | 2024-02-22 |
| 4 | 2024-02-22 |
| 4 | 2024-02-22 |
View SC US (TTGP), LTD.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.