We are live on
!
Find out more
SUT
SC US (TTGP) Portfolio holdings
AUM
$31.9B
1-Year Est. Return
28.45%
This Fund
S&P 500
This Quarter
Est. Return
+11.58%
1 Year Est. Return
-28.45%
3 Year Est. Return
+65.21%
5 Year Est. Return
+19.47%
10 Year Est. Return
+432.61%
AUM
$31.9B
AUM Growth
+$22.6B
(+245%)
Cap. Flow
+$20.8B
Cap. Flow
% of AUM
65.15%
Top 10 Holdings %
Top 10 Hldgs %
99.05%
Holding
19
New
2
Increased
1
Reduced
–
Closed
1
Avg Time Held
13.1
quarters
Top 10 Avg Time Held
11.6
quarters
Top 20 Avg Time Held
11.8
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
SPCX
SpaceX
SPCX
|
+$20.8B |
| 2 |
Tesla
TSLA
|
+$22M |
| 3 |
FIG
Figma
FIG
|
+$20 |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Industrials | 65.64% |
| 2 | Consumer Discretionary | 25.03% |
| 3 | Technology | 5.11% |
| 4 | Financials | 3.49% |
| 5 | Healthcare | 0.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
SPCX
1
SpaceX
SPCX
$2.08T
| $20.9B | 65.64% |
+122,519,145
| New | +$20.8B |
2026 Q2
0 quarters
|
|
2
DoorDash
DASH
$81.3B
| $5.83B | 18.28% |
31,595,084
| – | – |
2020 Q4
22 quarters
|
|
3
Maplebear
CART
$10.5B
| $1.32B | 4.15% |
27,928,385
| – | – |
2023 Q3
11 quarters
|
|
|
KLAR
4
Klarna Group
KLAR
$4.75B
| $1.11B | 3.49% |
55,029,211
| – | – |
2025 Q3
3 quarters
|
|
5
Unity
U
$19.3B
| $910M | 2.85% |
31,824,924
| – | – |
2020 Q3
23 quarters
|
|
6
Pinduoduo
PDD
$107B
| $674M | 2.11% |
8,841,576
| – | – |
2018 Q3
31 quarters
|
|
|
FIG
7
Figma
FIG
$11.4B
| $484M | 1.52% |
26,728,172
+1
| +0% | +$20 |
2025 Q3
3 quarters
|
|
8
BridgeBio Pharma
BBIO
$13.2B
| $139M | 0.43% |
1,860,364
| – | – |
2019 Q2
28 quarters
|
|
9
Full Truck Alliance
YMM
$8.5B
| $106M | 0.33% |
13,057,904
| – | – |
2021 Q4
18 quarters
|
|
|
XYZ
10
Block Inc
XYZ
$45B
| $75.3M | 0.24% |
990,778
| – | – |
2016 Q4
38 quarters
|
|
11
Airbnb
ABNB
$96.6B
| $73.1M | 0.23% |
510,666
| – | – |
2025 Q4
2 quarters
|
|
12
Aurora
AUR
$11.3B
| $60.1M | 0.19% |
8,809,941
| – | – |
2025 Q4
2 quarters
|
|
13
KE Holdings
BEKE
$18.1B
| $31.9M | 0.1% |
2,192,982
| – | – |
2021 Q4
18 quarters
|
|
|
CHYM
14
Chime Financial
CHYM
$10.5B
| $29.7M | 0.09% |
1,449,730
| – | – |
2025 Q2
4 quarters
|
|
|
15
Tesla
TSLA
$1.47T
| $23.3M | 0.07% |
+55,407
| New | +$22M |
2026 Q1
1 quarter
|
|
16
Amplitude
AMPL
$1.79B
| $21.4M | 0.07% |
2,798,951
| – | – |
2021 Q3
19 quarters
|
|
17
Bitdeer Technologies
BTDR
$2.98B
| $2.19M | 0.01% |
138,168
| – | – |
2023 Q2
12 quarters
|
|
18
MongoDB
MDB
$28.7B
| $909K | ﹤0.01% |
2,706
| – | – |
2026 Q1
1 quarter
|
|
Similar funds
WP
PAM
FDCDDQ
SC US (TTGP)'s Q2 2026 Portfolio in Review
As of Q2 2026, SC US (TTGP) held 19 positions worth $31.9B, up 245% from $9.25B the previous quarter. Its ten largest holdings account for 99% of the portfolio.
SC US (TTGP) deployed $20.8B of net new capital in Q2 2026, opening 2 new positions and adding to 1 existing holding. Its largest new stake was SpaceX: 122,519,145 shares worth $20.9B.
By sector, the portfolio is most concentrated in Industrials at 66% of assets, followed by Consumer Discretionary and Technology.
- SC US (TTGP)'s largest Q2 2026 buy was SpaceX: 122,519,145 shares worth $20.9B.
- SC US (TTGP) added most to Figma in Q2 2026, an estimated $20 increase.
- SC US (TTGP)'s ten largest holdings make up 99% of its $31.9B portfolio in Q2 2026.
- SC US (TTGP) opened 2 new positions and closed 1 in Q2 2026.
- SC US (TTGP)'s portfolio value rose 245% quarter-over-quarter to $31.9B.
Based on SC US (TTGP)'s 13F filing for Q2 2026, filed 14 Aug 2026.