13F HOLDINGS REPORT
SC US (TTGP), LTD.
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0000950123-23-010875
Total Value
$14.17B
Positions
45
Other Managers
10
Confidential Omitted
No
Holdings (45)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PDD HOLDINGS INC | PDD | 45,048,300 | $4.42B | 31.18% |
| 2 | NU HLDGS LTD | NU | 252,320,306 | $1.83B | 12.91% |
| 3 | DOORDASH INC | DASH | 20,533,152 | $1.63B | 11.52% |
| 4 | SNOWFLAKE INC | SNOW | 7,554,595 | $1.15B | 8.15% |
| 5 | MAPLEBEAR INC | CART | 25,726,519 | $763.8M | 5.39% |
| 6 | SNOWFLAKE INC | SNOW | 3,285,728 | $502.0M | 3.54% |
| 7 | DOORDASH INC | DASH | 4,649,738 | $369.5M | 2.61% |
| 8 | PDD HOLDINGS INC | PDD | 3,185,022 | $312.4M | 2.20% |
| 9 | SNOWFLAKE INC | SNOW | 1,903,737 | $290.8M | 2.05% |
| 10 | UNITY SOFTWARE INC | U | 9,002,363 | $282.6M | 1.99% |
| 11 | DOORDASH INC | DASH | 3,411,963 | $271.1M | 1.91% |
| 12 | UNITY SOFTWARE INC | U | 8,623,250 | $270.7M | 1.91% |
| 13 | FULL TRUCK ALLIANCE CO LTD | YMM | 32,209,496 | $226.8M | 1.60% |
| 14 | DATADOG INC | DDOG | 2,389,407 | $217.7M | 1.54% |
| 15 | UNITY SOFTWARE INC | U | 6,114,495 | $191.9M | 1.35% |
| 16 | MAPLEBEAR INC | CART | 5,052,219 | $150.0M | 1.06% |
| 17 | DOORDASH INC | DASH | 1,790,697 | $142.3M | 1.00% |
| 18 | DOORDASH INC | DASH | 1,708,725 | $135.8M | 0.96% |
| 19 | MAPLEBEAR INC | CART | 4,473,182 | $132.8M | 0.94% |
| 20 | ROBINHOOD MKTS INC | 770700102 | 12,868,746 | $126.2M | 0.89% |
| 21 | UNITY SOFTWARE INC | U | 3,610,963 | $113.3M | 0.80% |
| 22 | KE HLDGS INC | BEKE | 5,482,455 | $85.1M | 0.60% |
| 23 | AIRBNB INC | ABNB | 524,253 | $71.9M | 0.51% |
| 24 | DOORDASH INC | DASH | 823,500 | $65.4M | 0.46% |
| 25 | MAPLEBEAR INC | CART | 1,939,711 | $57.6M | 0.41% |
| 26 | FRESHWORKS INC | FRSH | 2,885,303 | $57.5M | 0.41% |
| 27 | BRIDGEBIO PHARMA INC | BBIO | 1,860,364 | $49.1M | 0.35% |
| 28 | SNOWFLAKE INC | SNOW | 297,773 | $45.5M | 0.32% |
| 29 | ROBINHOOD MKTS INC | 770700102 | 4,244,237 | $41.6M | 0.29% |
| 30 | MAPLEBEAR INC | CART | 1,217,532 | $36.1M | 0.26% |
| 31 | UIPATH INC | PATH | 2,011,372 | $34.4M | 0.24% |
| 32 | AMPLITUDE INC | AMPL | 2,798,951 | $32.4M | 0.23% |
| 33 | MAPLEBEAR INC | CART | 1,000,000 | $29.7M | 0.21% |
| 34 | BITDEER TECHNOLOGIES GROUP | BTDR | 1,275,939 | $12.3M | 0.09% |
| 35 | MAPLEBEAR INC | CART | 351,374 | $10.4M | 0.07% |
| 36 | ROBLOX CORP | RBLX | 57,695 | $1.7M | 0.01% |
| 37 | PHENOMEX INC | 084310101 | 803,102 | $801,576 | 0.01% |
| 38 | AURORA INNOVATION INC | AUROW | 335,000 | $787,250 | 0.01% |
| 39 | RUMBLE INC | RUMBW | 133,387 | $680,274 | 0.00% |
| 40 | BLOCK INC | BSQKZ | 13,788 | $610,257 | 0.00% |
| 41 | AURORA INNOVATION INC | AUROW | 165,000 | $387,750 | 0.00% |
| 42 | PHENOMEX INC | 084310101 | 363,378 | $362,688 | 0.00% |
| 43 | SKILLSOFT CORP | SKILW | 11,845 | $209,988 | 0.00% |
| 44 | BLOCK INC | BSQKZ | 1,939 | $85,820 | 0.00% |
| 45 | PRESTO AUTOMATION INC | 74113T105 | 24,288 | $34,732 | 0.00% |