SC US (TTGP), LTD.
Follow13F filer, CIK 1607841, Menlo Park, CA
SC US (TTGP), LTD. reported $10,574,651,549 across 15 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-14. Its ten largest share positions make up 98.41% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000950123-25-005241
- Period
- 2025-03-31
- Reported value
- $10.6B
- Holdings
- 15
- Top 10 weight
- 98.41%
- 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 |
|---|---|---|
| NUreduced | -125,141,430 | -$1.28B |
| SNOWexited | -5,949,377 | -$919M |
| DASHreduced | -259,826 | -$47.5M |
| Ureduced | -94,062 | -$1.84M |
| ABNBreduced | -3,125 | -$373K |
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, Q1 2025
Share positions as resolved from 13F-HR 0000950123-25-005241, largest first. % of portfolio is the value over $10,574,651,549, 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 | 31,198,373 | $5.7B | 53.92% | -259,826 | Timeline | ||
| PDDPDD HOLDINGS INC | 10,592,635 | $1.25B | 11.86% | 0 | Timeline | ||
| NUNU HLDGS LTD | 109,190,574 | $1.12B | 10.57% | -125,141,430 | Timeline | ||
| CARTMAPLEBEAR INC | 28,018,858 | $1.12B | 10.57% | 0 | Timeline | ||
| UUNITY SOFTWARE INC | 31,934,442 | $626M | 5.92% | -94,062 | Timeline | ||
| DDOGDATADOG INC | 2,389,407 | $237M | 2.24% | 0 | Timeline | ||
| YMMFULL TRUCK ALLIANCE CO LTD | 13,057,904 | $167M | 1.58% | 0 | Timeline | ||
| BBIOBRIDGEBIO PHARMA INC | 1,860,364 | $64.3M | 0.61% | 0 | Timeline | ||
| ABNBAIRBNB INC | 511,074 | $61.1M | 0.58% | -3,125 | Timeline | ||
| XYZBLOCK INC | 990,778 | $53.8M | 0.51% | 0 | Timeline | ||
| BEKEKE HLDGS INC | 2,192,982 | $44.1M | 0.42% | 0 | Timeline | ||
| FRSHFRESHWORKS INC | 2,885,303 | $40.7M | 0.38% | 0 | Timeline | ||
| AMPLAMPLITUDE INC | 2,798,951 | $28.5M | 0.27% | 0 | Timeline | ||
| BTDRBITDEER TECHNOLOGIES GROUP | 138,168 | $1.22M | 0.01% | 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 Q1 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| SNOWSNOWFLAKE INC | 5,949,377 | $919M | shares |
How Q1 2025 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 0000950123-25-005241 | base | 2025-05-14 | acceptance time not in the bulk data set |