We are live on
!
Find out more
SUT
SC US (TTGP) Portfolio holdings
AUM
$9.25B
1-Year Est. Return
20.49%
This Fund
S&P 500
This Quarter
Est. Return
+4.63%
1 Year Est. Return
-20.49%
3 Year Est. Return
+95.97%
5 Year Est. Return
+28.59%
10 Year Est. Return
+382.85%
AUM
$16.2B
AUM Growth
+$2.06B
(+15%)
Cap. Flow
+$1.4B
Cap. Flow
% of AUM
8.64%
Top 10 Holdings %
Top 10 Hldgs %
98.49%
Holding
20
New
4
Increased
–
Reduced
2
Closed
3
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
KLAR
Klarna Group
KLAR
|
+$2.36B |
| 2 |
FIG
Figma
FIG
|
+$1.73B |
| 3 |
VIA
Via Transportation Inc
VIA
|
+$20.9M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Nu Holdings
NU
|
+$999M |
| 2 |
Pinduoduo
PDD
|
+$207M |
| 3 |
Airbnb
ABNB
|
+$67.6M |
| 4 |
Freshworks
FRSH
|
+$43M |
| 5 |
DoorDash
DASH
|
+$4.06M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Discretionary | 65.89% |
| 2 | Technology | 20.06% |
| 3 | Financials | 12.44% |
| 4 | Healthcare | 0.6% |
| 5 | Real Estate | 0.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
DoorDash
DASH
$85.2B
| $8.48B | 52.32% |
31,180,266
-16,172
| -0.1% | -$4.06M |
|
|
KLAR
2
Klarna Group
KLAR
$7.07B
| $2.02B | 12.44% |
+55,029,211
| New | +$2.36B |
|
|
FIG
3
Figma
FIG
$12.9B
| $1.31B | 8.08% |
+25,261,320
| New | +$1.73B |
|
4
Unity
U
$13.9B
| $1.28B | 7.89% |
31,932,183
| – | – |
|
|
5
Pinduoduo
PDD
$122B
| $1.17B | 7.21% |
8,841,576
-1,751,059
| -17% | -$207M |
|
6
Maplebear
CART
$10.7B
| $1.03B | 6.35% |
28,015,968
| – | – |
|
7
Datadog
DDOG
$89.3B
| $340M | 2.1% |
2,389,407
| – | – |
|
8
Full Truck Alliance
YMM
$9.64B
| $169M | 1.04% |
13,057,904
| – | – |
|
9
BridgeBio Pharma
BBIO
$16.8B
| $96.6M | 0.6% |
1,860,364
| – | – |
|
|
XYZ
10
Block Inc
XYZ
$49.5B
| $71.6M | 0.44% |
990,778
| – | – |
|
11
KE Holdings
BEKE
$17.6B
| $41.7M | 0.26% |
2,192,982
| – | – |
|
12
Amplitude
AMPL
$1.16B
| $30M | 0.19% |
2,798,951
| – | – |
|
|
CHYM
13
Chime Financial
CHYM
$8.52B
| $29.2M | 0.18% |
1,447,810
| – | – |
|
|
VIA
14
Via Transportation Inc
VIA
$1.67B
| $20.3M | 0.13% |
+421,915
| New | +$20.9M |
|
15
Bitdeer Technologies
BTDR
$2.5B
| $2.36M | 0.01% |
138,168
| – | – |
|
|
16
Airbnb
ABNB
$90.9B
| – | – |
-511,074
| Closed | -$67.6M |
|
|
17
Freshworks
FRSH
$3.09B
| – | – |
-2,885,303
| Closed | -$43M |
|
|
18
Nu Holdings
NU
$70.9B
| – | – |
-72,785,016
| Closed | -$999M |
|
Similar funds
HKAM
AAB
LCAM
IAA
WPL
PVI
AC
RWP
SC US (TTGP)'s Q3 2025 Portfolio in Review
As of Q3 2025, SC US (TTGP) held 20 positions worth $16.2B, up 15% from $14.1B the previous quarter. Its ten largest holdings account for 98% of the portfolio.
SC US (TTGP) deployed $1.4B of net new capital in Q3 2025, opening 4 new positions. Its largest new stake was Klarna Group: 55,029,211 shares worth $2.02B.
By sector, the portfolio is most concentrated in Consumer Discretionary at 66% of assets, down from 72% a quarter earlier, followed by Technology and Financials.
On the sell side, the largest reduction was Pinduoduo, an estimated $207M trimmed.
- SC US (TTGP)'s largest Q3 2025 buy was Klarna Group: 55,029,211 shares worth $2.02B.
- SC US (TTGP)'s biggest Q3 2025 reduction was Pinduoduo, cutting an estimated $207M.
- SC US (TTGP) fully exited Nu Holdings in Q3 2025, selling an estimated $999M.
- SC US (TTGP)'s ten largest holdings make up 98% of its $16.2B portfolio in Q3 2025.
- SC US (TTGP) opened 4 new positions and closed 3 in Q3 2025.
- SC US (TTGP)'s portfolio value rose 15% quarter-over-quarter to $16.2B.
Based on SC US (TTGP)'s 13F filing for Q3 2025, filed 14 Nov 2025.