SC US (TTGP), LTD. - Q1 2023 holdings

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$8.48 Billion is the total value of SC US (TTGP), LTD.'s 44 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 4.3% .

All
New
Buy
Sell
Exit
Unchanged
 Value Shares↓ Weighting
DASH SellDOORDASH INCcl a$2,221,877,471
+26.9%
34,957,166
-2.5%
26.20%
+13.4%
SNOW  SNOWFLAKE INCcl a$2,103,565,945
+7.5%
13,633,8450.0%24.80%
-4.0%
SellNU HLDGS LTD$1,973,564,349
+11.4%
414,614,359
-4.8%
23.27%
-0.5%
U  UNITY SOFTWARE INC$892,104,283
+13.5%
27,500,1320.0%10.52%
+1.3%
YMM  FULL TRUCK ALLIANCE CO LTDsponsored ads$245,114,265
-4.9%
32,209,4960.0%2.89%
-15.0%
PDD  PINDUODUO INC.sponsored ads$241,743,170
-6.9%
3,185,0220.0%2.85%
-16.9%
DDOG  DATADOG INC$173,614,313
-1.1%
2,389,4070.0%2.05%
-11.7%
 ROBINHOOD MKTS INC$166,167,065
+19.3%
17,112,9830.0%1.96%
+6.5%
BEKE SellKE HLDGS INCsponsored ads$154,934,188
+1.2%
8,223,683
-25.0%
1.83%
-9.6%
ABNB SellAIRBNB INC$83,929,445
+13.1%
674,674
-22.3%
0.99%
+0.9%
 UNITY SOFTWARE INC2.0% convertible senior notes due 2027$60,000,0000.0%60,000,0000.0%0.71%
-10.7%
 FRESHWORKS INC$44,318,254
+4.4%
2,885,3030.0%0.52%
-6.8%
PATH SellUIPATH INCcl a$38,638,058
-53.4%
2,200,345
-66.2%
0.46%
-58.3%
 AMPLITUDE INC$34,818,950
+3.0%
2,798,9510.0%0.41%
-8.1%
BBIO  BRIDGEBIO PHARMA INC$30,844,835
+117.6%
1,860,3640.0%0.36%
+94.7%
 EMBARK TECHNOLOGY INC$7,466,743
-14.6%
2,657,2040.0%0.09%
-23.5%
 BIRD GLOBAL INC$3,444,010
+55.3%
12,304,4300.0%0.04%
+41.4%
RBLX  ROBLOX CORPcl a$2,595,121
+58.0%
57,6950.0%0.03%
+40.9%
BLI  PHENOMEX INC$1,353,116
-56.7%
1,166,4800.0%0.02%
-61.0%
SQ  BLOCK INCcl a$1,079,658
+9.2%
15,7270.0%0.01%0.0%
 AURORA INNOVATION INC$695,000
+14.9%
500,0000.0%0.01%0.0%
EB  EVENTBRITE INC$280,961
+46.4%
32,7460.0%0.00%0.0%
SKIL BuySKILLSOFT CORPcl a$23,690
+54.2%
11,845
+0.2%
0.00%–
NewPRESTO AUTOMATION INC$38,375–24,288
+100.0%
0.00%–
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 2023-05-15
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
SQUARE INC28Q3 202329.3%
PINDUODUO INC.21Q3 202326.5%
MOBILEIRON INC19Q4 201817.1%
BRIDGEBIO PHARMA INC18Q3 20235.7%
SUNRUN INC16Q2 201968.5%
EVENTBRITE INC16Q2 20230.0%
ALPHABET, INC.14Q1 20194.6%
UNITY SOFTWARE INC13Q3 202330.2%
PHENOMEX INC13Q3 20235.9%
DOORDASH INC12Q3 202345.3%

View SC US (TTGP), LTD.'s complete holdings history.

Latest significant ownerships (13-D/G)
SC US (TTGP), LTD. Q1 2023 significant holdings filed using form 13D/G when ownership exceeds 5% of a company's total stock issue.
FiledShares Percentage
Embark Technology, Inc.Sold outAugust 03, 202300.0%
PDD Holdings Inc.February 14, 202367,817,6961.3%
Aurora Innovation, Inc.August 17, 202211,911,5721.6%
Bird Global, Inc.August 17, 20225,685,7612.3%
Amplitude, Inc.February 14, 20222,554,9324.5%
Berkeley Lights, Inc.February 14, 2022279,2140.4%
Cloopen Group Holding LtdFebruary 14, 202227,528,4569.1%
Dingdong (Cayman) LtdFebruary 14, 202216,711,7505.6%
Snowflake Inc.February 14, 20221,988,1050.6%
23andMe Holding Co.June 30, 20213,634,3103.8%

View SC US (TTGP), LTD.'s complete significant-ownership history.

Latest filings
TypeFiled
42024-03-05
42024-03-05
42024-03-05
42024-02-27
42024-02-27
42024-02-27
SC 13D2024-02-27
42024-02-22
42024-02-22
42024-02-22

View SC US (TTGP), LTD.'s complete filings history.

All filings

View complete filings history.

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