$10.6 Billion is the total value of SC US (TTGP), LTD.'s 44 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 20.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| Sell | NU HLDGS LTD | $3,268,637,924 | +65.6% | 414,276,036 | -0.1% | 30.78% | +32.3% | |
| DASH | Sell | DOORDASH INCcl a | $2,668,978,129 | +20.1% | 34,925,126 | -0.1% | 25.13% | -4.1% |
| SNOW | Sell | SNOWFLAKE INCcl a | $2,298,764,619 | +9.3% | 13,062,647 | -4.2% | 21.64% | -12.7% |
| U | Sell | UNITY SOFTWARE INC | $1,191,723,816 | +33.6% | 27,446,426 | -0.2% | 11.22% | +6.7% |
| DDOG | DATADOG INC | $235,069,861 | +35.4% | 2,389,407 | 0.0% | 2.21% | +8.1% | |
| PDD | PDD HOLDINGS INCsponsored ads | $220,212,421 | -8.9% | 3,185,022 | 0.0% | 2.07% | -27.3% | |
| YMM | FULL TRUCK ALLIANCE CO LTDsponsored ads | $200,343,065 | -18.3% | 32,209,496 | 0.0% | 1.89% | -34.7% | |
| ROBINHOOD MKTS INC | $170,787,570 | +2.8% | 17,112,983 | 0.0% | 1.61% | -17.9% | ||
| BEKE | KE HLDGS INCsponsored ads | $122,121,693 | -21.2% | 8,223,683 | 0.0% | 1.15% | -37.1% | |
| ABNB | Sell | AIRBNB INC | $67,830,987 | -19.2% | 529,268 | -21.6% | 0.64% | -35.4% |
| FRESHWORKS INC | $50,723,627 | +14.5% | 2,885,303 | 0.0% | 0.48% | -8.4% | ||
| PATH | Sell | UIPATH INCcl a | $33,328,434 | -13.7% | 2,011,372 | -8.6% | 0.31% | -31.1% |
| BBIO | BRIDGEBIO PHARMA INC | $31,998,261 | +3.7% | 1,860,364 | 0.0% | 0.30% | -17.3% | |
| AMPLITUDE INC | $30,788,461 | -11.6% | 2,798,951 | 0.0% | 0.29% | -29.3% | ||
| New | BITDEER TECHNOLOGIES GROUP | $14,290,517 | – | 1,275,939 | +100.0% | 0.14% | – | |
| New | EMBARK TECHNOLOGY INC | $7,599,604 | – | 2,657,204 | +100.0% | 0.07% | – | |
| RBLX | ROBLOX CORPcl a | $2,325,108 | -10.4% | 57,695 | 0.0% | 0.02% | -29.0% | |
| AURORA INNOVATION INC | $1,470,000 | +111.5% | 500,000 | 0.0% | 0.01% | +75.0% | ||
| New | RUMBLE INC | $1,070,831 | – | 133,387 | +100.0% | 0.01% | – | |
| SQ | BLOCK INCcl a | $1,046,946 | -3.0% | 15,727 | 0.0% | 0.01% | -23.1% | |
| Sell | BIRD GLOBAL INC | $994,198 | -71.1% | 492,178 | -96.0% | 0.01% | -78.0% | |
| BLI | PHENOMEX INC | $571,575 | -57.8% | 1,166,480 | 0.0% | 0.01% | -68.8% | |
| EB | EVENTBRITE INC | $312,724 | +11.3% | 32,746 | 0.0% | 0.00% | 0.0% | |
| PRESTO AUTOMATION INC | $126,783 | +230.4% | 24,288 | 0.0% | 0.00% | – | ||
| SKIL | SKILLSOFT CORPcl a | $14,688 | -38.0% | 11,845 | 0.0% | 0.00% | – | |
| Exit | EMBARK TECHNOLOGY INC | $0 | – | -2,657,204 | -100.0% | -0.09% | – | |
| Exit | UNITY SOFTWARE INC2.0% convertible senior notes due 2027 | $0 | – | -60,000,000 | -100.0% | -0.71% | – |
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 2023-08-14
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.