Q2 2025 · 13F-HR
SC US (TTGP), LTD.holdings as filed
Filed 2025-08-14 · accession 0000950123-25-008327
$14.15B
Reported value
16
Positions
2025-06-30
Period end
The Brief · SC US (TTGP), LTD. · Q2 2025
AI · grounded in 13F
SC US (TTGP), LTD. established a new position in DASH valued at $7.69B. The fund also initiated new stakes in [[stock:U 0 11/15/26]] for $1.45B and CART for $1.27B. Additional new positions include PDD at $1.11B and NU at $998.61M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 25809K105 | DASH | DOORDASH INC | $7.69B | 54.4% | 31,196,438 | Common | SOLE |
| 91332UAB7 | U 0 11/15/26 | UNITY SOFTWARE INC | $1.45B | 10.3% | 60,000,000 | Common | SOLE |
| 565394103 | CART | MAPLEBEAR INC | $1.27B | 8.96% | 28,015,968 | Common | SOLE |
| 722304102 | PDD | PDD HOLDINGS INC | $1.11B | 7.84% | 10,592,635 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $998.6M | 7.06% | 72,785,016 | Common | SOLE |
| 91332U101 | U | UNITY SOFTWARE INC | $772.8M | 5.46% | 31,932,183 | Common | SOLE |
| 23804L103 | DDOG | DATADOG INC | $321.0M | 2.27% | 2,389,407 | Common | SOLE |
| 35969L108 | YMM | FULL TRUCK ALLIANCE CO LTD | $154.2M | 1.09% | 13,057,904 | Common | SOLE |
| 10806X102 | BBIO | BRIDGEBIO PHARMA INC | $80.3M | 0.57% | 1,860,364 | Common | SOLE |
| 009066101 | ABNB | AIRBNB INC | $67.6M | 0.48% | 511,074 | Common | SOLE |
| 852234103 | XYZ | BLOCK INC | $67.3M | 0.48% | 990,778 | Common | SOLE |
| 16935C109 | CHYM | CHIME FINL INC | $50.0M | 0.35% | 1,447,810 | Common | SOLE |
| 358054104 | FRSH | FRESHWORKS INC | $43.0M | 0.30% | 2,885,303 | Common | SOLE |
| 482497104 | BEKE | KE HLDGS INC | $38.9M | 0.27% | 2,192,982 | Common | SOLE |
| 03213A104 | AMPL | AMPLITUDE INC | $34.7M | 0.25% | 2,798,951 | Common | SOLE |
| G11448100 | BTDR | BITDEER TECHNOLOGIES GROUP | $1.6M | 0.01% | 138,168 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.