SUT

SC US (TTGP) Portfolio holdings

AUM $16.2B
1-Year Est. Return 43.27%
This Quarter Est. Return
1 Year Est. Return
+43.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$16.2B
AUM Growth
+$2.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
20
New
Increased
Reduced
Closed

Top Buys

1
+$2.02B
2
+$1.31B
3
+$20.3M

Top Sells

1
+$999M
2
+$231M
3
+$67.6M
4
FRSH icon
Freshworks
FRSH
+$43M
5
DASH icon
DoorDash
DASH
+$4.4M

Sector Composition

1 Consumer Discretionary 65.89%
2 Technology 32.51%
3 Healthcare 0.6%
4 Real Estate 0.26%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DASH icon
1
DoorDash
DASH
$88.6B
$8.48B 52.32%
31,180,266
-16,172
KLAR
2
Klarna Group
KLAR
$11.3B
$2.02B 12.44%
+55,029,211
FIG
3
Figma
FIG
$17.7B
$1.31B 8.08%
+25,261,320
U icon
4
Unity
U
$18.5B
$1.28B 7.89%
31,932,183
PDD icon
5
Pinduoduo
PDD
$168B
$1.17B 7.21%
8,841,576
-1,751,059
CART icon
6
Maplebear
CART
$11.2B
$1.03B 6.35%
28,015,968
DDOG icon
7
Datadog
DDOG
$55.4B
$340M 2.1%
2,389,407
YMM icon
8
Full Truck Alliance
YMM
$11.8B
$169M 1.04%
13,057,904
BBIO icon
9
BridgeBio Pharma
BBIO
$13.8B
$96.6M 0.6%
1,860,364
XYZ
10
Block Inc
XYZ
$39.1B
$71.6M 0.44%
990,778
BEKE icon
11
KE Holdings
BEKE
$19.4B
$41.7M 0.26%
2,192,982
AMPL icon
12
Amplitude
AMPL
$1.37B
$30M 0.19%
2,798,951
CHYM
13
Chime Financial
CHYM
$8.22B
$29.2M 0.18%
1,447,810
VIA
14
Via Transportation Inc
VIA
$2.72B
$20.3M 0.13%
+421,915
BTDR icon
15
Bitdeer Technologies
BTDR
$3.01B
$2.36M 0.01%
138,168
ABNB icon
16
Airbnb
ABNB
$72B
– –
-511,074
FRSH icon
17
Freshworks
FRSH
$3.34B
– –
-2,885,303
NU icon
18
Nu Holdings
NU
$84.7B
– –
-72,785,016