# SC US (TTGP), LTD.

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1607841. Source: https://holderbook.com/funds/1607841-sc-us-ttgp-ltd/

- Reported value: $31.9B
- Positions: 19
- Weight of the ten largest: 99.1%
- Filed: 2026-08-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| SPACE EXPLORATION TECHN CORP | [SPCX](https://holderbook.com/stocks/SPCX/) | $20.9B | 122,519,145 | 65.6% | 1 |
| DOORDASH INC | [DASH](https://holderbook.com/stocks/DASH/) | $5.8B | 31,595,084 | 18.3% | 23 |
| MAPLEBEAR INC | [CART](https://holderbook.com/stocks/CART/) | $1.3B | 27,928,385 | 4.1% | 12 |
| KLARNA GROUP PLC | [KLAR](https://holderbook.com/stocks/KLAR/) | $1.1B | 55,029,211 | 3.5% | 4 |
| UNITY SOFTWARE INC | [U](https://holderbook.com/stocks/U/) | $909.6M | 31,824,924 | 2.9% | 24 |
| PDD HOLDINGS INC | [PDD](https://holderbook.com/stocks/PDD/) | $674.4M | 8,841,576 | 2.1% | 31 |
| FIGMA INC | [FIG](https://holderbook.com/stocks/FIG/) | $483.5M | 26,728,172 | 1.5% | 4 |
| BRIDGEBIO PHARMA INC | [BBIO](https://holderbook.com/stocks/BBIO/) | $138.6M | 1,860,364 | 0.4% | 29 |
| FULL TRUCK ALLIANCE CO LTD | [YMM](https://holderbook.com/stocks/YMM/) | $106.0M | 13,057,904 | 0.3% | 19 |
| BLOCK INC | [XYZ](https://holderbook.com/stocks/XYZ/) | $75.3M | 990,778 | 0.2% | 31 |
| AIRBNB INC | [ABNB](https://holderbook.com/stocks/ABNB/) | $73.1M | 510,666 | 0.2% | 3 |
| AURORA INNOVATION INC | [AUR](https://holderbook.com/stocks/AUR/) | $60.1M | 8,809,941 | 0.2% | 3 |
| UNITY SOFTWARE INC | - | $60.0M | 60,000,000 | 0.2% | 11 |
| KE HLDGS INC | [BEKE](https://holderbook.com/stocks/BEKE/) | $31.9M | 2,192,982 | 0.1% | 19 |
| CHIME FINL INC | [CHYM](https://holderbook.com/stocks/CHYM/) | $29.7M | 1,449,730 | 0.1% | 5 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $23.3M | 55,407 | 0.1% | 2 |
| AMPLITUDE INC | [AMPL](https://holderbook.com/stocks/AMPL/) | $21.4M | 2,798,951 | 0.1% | 20 |
| BITDEER TECHNOLOGIES GROUP | [BTDR](https://holderbook.com/stocks/BTDR/) | $2.2M | 138,168 | 0.0% | 13 |
| MONGODB INC | [MDB](https://holderbook.com/stocks/MDB/) | $908.9K | 2,706 | 0.0% | 2 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +18.6% | +14.8% | +3.8% | 99% |
| Q1 2026 | -34.4% | -4.6% | -29.7% | 100% |
| Q4 2025 | -12.6% | +2.4% | -15.0% | 99% |
| Q3 2025 | +12.1% | +7.8% | +4.3% | 90% |
| Q2 2025 | +25.0% | +10.5% | +14.6% | 99% |
| Q1 2025 | +3.1% | -4.6% | +7.6% | 100% |
| Q4 2024 | +1.4% | +2.1% | -0.8% | 100% |
| Q3 2024 | +13.8% | +5.4% | +8.4% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $31.9B | 19 |
| Q1 2026 | $9.2B | 18 |
| Q4 2025 | $14.0B | 17 |
| Q3 2025 | $16.2B | 17 |
| Q2 2025 | $14.1B | 16 |
| Q1 2025 | $10.6B | 15 |
| Q4 2024 | $12.4B | 16 |
| Q3 2024 | $13.7B | 17 |
| Q2 2024 | $12.4B | 18 |
| Q1 2024 | $13.5B | 22 |
| Q4 2023 | $12.1B | 23 |
| Q3 2023 | $10.9B | 23 |