SC US (TTGP), LTD.
Follow13F filer, CIK 1607841, Menlo Park, CA
SC US (TTGP), LTD. reported $14,148,303,692 across 16 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14. Its ten largest share positions make up 98.34% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000950123-25-008327
- Period
- 2025-06-30
- Reported value
- $14.1B
- Holdings
- 16
- Top 10 weight
- 98.34%
- New
- 1
- Sold out
- 0
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
| Security | Shares change | Approx. value |
|---|---|---|
| CHYMnew | +1,447,810 | $50M |
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.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| NUreduced | -36,405,558 | -$499M |
| DASHreduced | -1,935 | -$477K |
| CARTreduced | -2,890 | -$131K |
| Ureduced | -2,259 | -$54.7K |
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, Q2 2025
Share positions as resolved from 13F-HR 0000950123-25-008327, largest first. % of portfolio is the value over $14,148,303,692, 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 | 31,196,438 | $7.69B | 54.35% | -1,935 | Timeline | ||
| CARTMAPLEBEAR INC | 28,015,968 | $1.27B | 8.96% | -2,890 | Timeline | ||
| PDDPDD HOLDINGS INC | 10,592,635 | $1.11B | 7.84% | 0 | Timeline | ||
| NUNU HLDGS LTD | 72,785,016 | $999M | 7.06% | -36,405,558 | Timeline | ||
| UUNITY SOFTWARE INC | 31,932,183 | $773M | 5.46% | -2,259 | Timeline | ||
| DDOGDATADOG INC | 2,389,407 | $321M | 2.27% | 0 | Timeline | ||
| YMMFULL TRUCK ALLIANCE CO LTD | 13,057,904 | $154M | 1.09% | 0 | Timeline | ||
| BBIOBRIDGEBIO PHARMA INC | 1,860,364 | $80.3M | 0.57% | 0 | Timeline | ||
| ABNBAIRBNB INC | 511,074 | $67.6M | 0.48% | 0 | Timeline | ||
| XYZBLOCK INC | 990,778 | $67.3M | 0.48% | 0 | Timeline | ||
| CHYMCHIME FINL INC | 1,447,810 | $50M | 0.35% | new | Timeline | ||
| FRSHFRESHWORKS INC | 2,885,303 | $43M | 0.3% | 0 | Timeline | ||
| BEKEKE HLDGS INC | 2,192,982 | $38.9M | 0.27% | 0 | Timeline | ||
| AMPLAMPLITUDE INC | 2,798,951 | $34.7M | 0.25% | 0 | Timeline | ||
| BTDRBITDEER TECHNOLOGIES GROUP | 138,168 | $1.59M | 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 | $1.45B | 0 |
How Q2 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 0000950123-25-008327 | base | 2025-08-14 | acceptance time not in the bulk data set |