SUT
SC US (TTGP) Portfolio holdings
AUM
$14.1B
1-Year Est. Return
58.45%
1 Year Est. Return
+58.45%
AUM
$14.1B
AUM Growth
+$3.57B
(+34%)
Holding
16
Top Sells
| 1 | +$499M | |
| 2 | +$477K | |
| 3 | +$131K | |
| 4 |
Unity
U
|
+$54.7K |
Sector Composition
| 1 | Consumer Discretionary | 71.63% |
| 2 | Technology | 10.21% |
| 3 | Financials | 7.06% |
| 4 | Healthcare | 0.57% |
| 5 | Real Estate | 0.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
DoorDash
DASH
$112B
| $7.69B | 54.35% |
31,196,438
-1,935
|
|
||
2
Maplebear
CART
$10.1B
| $1.27B | 8.96% |
28,015,968
-2,890
|
|
||
3
Pinduoduo
PDD
$182B
| $1.11B | 7.84% |
10,592,635
|
|
||
4
Nu Holdings
NU
$72.5B
| $999M | 7.06% |
72,785,016
-36,405,558
|
|
||
|
5
Unity
U
$14.9B
| $773M | 5.46% |
31,932,183
-2,259
|
|
||
6
Datadog
DDOG
$53.3B
| $321M | 2.27% |
2,389,407
|
|
||
7
Full Truck Alliance
YMM
$13.2B
| $154M | 1.09% |
13,057,904
|
|
||
8
BridgeBio Pharma
BBIO
$10.5B
| $80.3M | 0.57% |
1,860,364
|
|
||
9
Airbnb
ABNB
$77.1B
| $67.6M | 0.48% |
511,074
|
|
||
|
XYZ
10
Block Inc
XYZ
$45.8B
| $67.3M | 0.48% |
990,778
|
|
||
|
CHYM
11
Chime Financial
CHYM
$6.36B
| $50M | 0.35% |
+1,447,810
|
|
||
12
Freshworks
FRSH
$3.17B
| $43M | 0.3% |
2,885,303
|
|
||
13
KE Holdings
BEKE
$21.4B
| $38.9M | 0.28% |
2,192,982
|
|
||
14
Amplitude
AMPL
$1.28B
| $34.7M | 0.25% |
2,798,951
|
|
||
15
Bitdeer Technologies
BTDR
$5.14B
| $1.59M | 0.01% |
138,168
|
|