$7.58 Billion is the total value of SC US (TTGP), LTD.'s 45 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 8.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SNOW | Sell | SNOWFLAKE INCcl a | $1,957,002,111 | -16.8% | 13,633,845 | -1.5% | 25.83% | -5.1% |
| Sell | NU HLDGS LTD | $1,771,643,280 | -26.3% | 435,293,189 | -20.3% | 23.39% | -15.9% | |
| DASH | Sell | DOORDASH INCcl a | $1,750,207,349 | -1.3% | 35,850,212 | -0.0% | 23.10% | +12.6% |
| U | Sell | UNITY SOFTWARE INC | $786,228,773 | -10.4% | 27,500,132 | -0.2% | 10.38% | +2.2% |
| PDD | Sell | PINDUODUO INC.sponsored ads | $259,738,544 | +18.6% | 3,185,022 | -9.0% | 3.43% | +35.3% |
| YMM | FULL TRUCK ALLIANCE CO LTDsponsored ads | $257,675,968 | +22.1% | 32,209,496 | 0.0% | 3.40% | +39.3% | |
| DDOG | Buy | DATADOG INC | $175,621,415 | +87.1% | 2,389,407 | +126.0% | 2.32% | +113.4% |
| BEKE | KE HLDGS INCsponsored ads | $153,070,158 | -20.3% | 10,964,911 | 0.0% | 2.02% | -9.1% | |
| ROBINHOOD MKTS INC | $139,299,681 | -19.4% | 17,112,983 | 0.0% | 1.84% | -8.0% | ||
| PATH | Sell | UIPATH INCcl a | $82,828,617 | -23.9% | 6,516,807 | -24.5% | 1.09% | -13.3% |
| ABNB | Sell | AIRBNB INC | $74,237,513 | -18.8% | 868,275 | -0.2% | 0.98% | -7.4% |
| New | UNITY SOFTWARE INC2.0% convertible senior notes due 2027 | $60,000,000 | – | 60,000,000 | +100.0% | 0.79% | – | |
| FRESHWORKS INC | $42,442,807 | +13.4% | 2,885,303 | 0.0% | 0.56% | +29.3% | ||
| AMPLITUDE INC | $33,811,328 | -21.9% | 2,798,951 | 0.0% | 0.45% | -11.0% | ||
| BBIO | BRIDGEBIO PHARMA INC | $14,175,974 | -23.3% | 1,860,364 | 0.0% | 0.19% | -12.6% | |
| EMBARK TECHNOLOGY INC | $8,742,201 | -55.7% | 2,657,204 | 0.0% | 0.12% | -49.6% | ||
| BLI | BERKELEY LTS INC | $3,126,166 | -6.3% | 1,166,480 | 0.0% | 0.04% | +5.1% | |
| BIRD GLOBAL INC | $2,217,258 | -48.9% | 12,304,430 | 0.0% | 0.03% | -42.0% | ||
| RBLX | ROBLOX CORPcl a | $1,642,000 | -20.6% | 57,695 | 0.0% | 0.02% | -8.3% | |
| SQ | BLOCK INCcl a | $988,285 | +14.3% | 15,727 | 0.0% | 0.01% | +30.0% | |
| AURORA INNOVATION INC | $605,000 | -45.2% | 500,000 | 0.0% | 0.01% | -38.5% | ||
| EB | EVENTBRITE INC | $191,892 | -3.6% | 32,746 | 0.0% | 0.00% | +50.0% | |
| SKIL | SKILLSOFT CORPcl a | $15,367 | -30.2% | 11,821 | 0.0% | 0.00% | – | |
| SUMO | Exit | SUMO LOGIC INC | $0 | – | -1,820,956 | -100.0% | -0.16% | – |
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 filed 2023-02-14
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.