SC US (TTGP), LTD.
Follow13F filer, CIK 1607841, Menlo Park, CA
SC US (TTGP), LTD. reported $12,396,144,497 across 16 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-14. Its ten largest share positions make up 98.14% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000950123-25-002384
- Period
- 2024-12-31
- Reported value
- $12.4B
- Holdings
- 16
- Top 10 weight
- 98.14%
- New
- 0
- Sold out
- 1
Part of the filer group SC US (TTGP), LTD.
SCGF IV MANAGEMENT LPSCGGF III - Endurance Partners Management, L.P.
- SCGF IV MANAGEMENT LP
- SCGGF III - Endurance Partners Management, L.P.
- SCGGF III - U.S./India Management, L.P.
- SCGGF MANAGEMENT, L.P.
- SC Global Growth II Management, L.P.
- SC US/E Expansion Fund I Management, L.P.
- SC US/E Growth Fund X Management, L.P.
- SC U.S. Growth IX Management, L.P.
- SC U.S. Growth VIII Management, L.P.
- Sequoia Capital Fund Management, L.P.
Largest buys vs the previous quarter
None.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| HOODexited | -17,112,983 | -$401M |
| CARTreduced | -6,433,964 | -$266M |
| SNOWreduced | -1,537,679 | -$237M |
| NUreduced | -16,596,493 | -$172M |
| PDDreduced | -1,440,361 | -$140M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q4 2024
Share positions as resolved from 13F-HR 0000950123-25-002384, largest first. % of portfolio is the value over $12,396,144,497, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| DASHDOORDASH INC | 31,458,199 | $5.28B | 42.57% | -95,237 | Timeline | ||
| NUNU HLDGS LTD | 234,332,004 | $2.43B | 19.58% | -16,596,493 | Timeline | ||
| CARTMAPLEBEAR INC | 28,018,858 | $1.16B | 9.36% | -6,433,964 | Timeline | ||
| PDDPDD HOLDINGS INC | 10,592,635 | $1.03B | 8.29% | -1,440,361 | Timeline | ||
| SNOWSNOWFLAKE INC | 5,949,377 | $919M | 7.41% | -1,537,679 | Timeline | ||
| UUNITY SOFTWARE INC | 32,028,504 | $720M | 5.81% | -127,646 | Timeline | ||
| DDOGDATADOG INC | 2,389,407 | $341M | 2.75% | 0 | Timeline | ||
| YMMFULL TRUCK ALLIANCE CO LTD | 13,057,904 | $141M | 1.14% | 0 | Timeline | ||
| XYZBLOCK INC | 990,778 | $84.2M | 0.68% | 0 | Timeline | ||
| ABNBAIRBNB INC | 514,199 | $67.6M | 0.55% | 0 | Timeline | ||
| BBIOBRIDGEBIO PHARMA INC | 1,860,364 | $51M | 0.41% | 0 | Timeline | ||
| FRSHFRESHWORKS INC | 2,885,303 | $46.7M | 0.38% | 0 | Timeline | ||
| BEKEKE HLDGS INC | 2,192,982 | $40.4M | 0.33% | -1,096,491 | Timeline | ||
| AMPLAMPLITUDE INC | 2,798,951 | $29.5M | 0.24% | 0 | Timeline | ||
| BTDRBITDEER TECHNOLOGIES GROUP | 138,168 | $2.99M | 0.02% | 0 | Timeline |
Principal amounts
Notes and convertibles filed as a face amount (PRN). A face amount is never added to a share count (H6).
| Security | Type | Amount | Value | Change |
|---|---|---|---|---|
| UNITY SOFTWARE INCUNITY SOFTWARE INC NOTE 11/1 | principal | 60,000,000 | $60M | 0 |
Sold out in Q4 2024
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| HOODROBINHOOD MKTS INC | 17,112,983 | $401M | shares |
How Q4 2024 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0000950123-25-002384 | base | 2025-02-14 | acceptance time not in the bulk data set |