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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
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% |
No holdings matched the selected filter criteria.
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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.