Data as of Q4 2025 (Dec 31, 2025)
โณ
Showing Q3 2025 data
SC US (TTGP), LTD.'s Q4 2025 filing not yet available. Expected by Feb 14, 2026.

SC US (TTGP), LTD.

โ€ขCIK: 1607841โ€ขFiling: Q3 2025

**SC US (TTGP), LTD.** manages $16.2B across a concentrated portfolio of 17 positions. The fund exhibits significant conviction in technology and growth sectors, highlighted by its top holding in DASH at $8.48B. Further substantial allocations include JHG ($2.02B), FIG ($1.31B), and U ($1.28B). This structure suggests a high-conviction, large-cap growth mandate.

Total AUM
$16.1B
QoQ Performance
+27.2%
Positions
16
Top 10 Concentration
98.9%
Latest Filing
Q3 2025

Top Holdings Allocation

DASH
KLAR
FIG
U
PDD
CART
DASH52.5%
KLARNA12.5%
FIG8.1%
U7.9%
PDD7.2%
CART6.4%
DDOG2.1%
YMM1.0%

๐Ÿ“ˆ Biggest Buys

โ€”
KLARNA GROUP PLC
NEW
12.5% of portfolio
FIG
FIGMA INC
NEW
8.1% of portfolio
โ€”
AIRBNB INC
NEW
0.4% of portfolio
VIA
VIA TRANSN INC
NEW
0.1% of portfolio

๐Ÿ“‰ Biggest Sells

PDD
PDD HOLDINGS INC
-16.5%
7.2% of portfolio
DASH
DOORDASH INC
-0.1%
52.5% of portfolio

Sector Breakdown

Other100.0%

๐Ÿšช Exited Positionssold since Q2 2025

NU
NU HLDGS LTD
SOLD
$998.6M
ABNB
AIRBNB INC
SOLD
$67.6M
FRSH
FRESHWORKS INC
SOLD
$43.0M

Changes from Q2 2025

NEW4 new positions
โ†“2 decreased

Historical Filings

Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023