Filed: 8/14/2025ACC: 0000950123-25-008327
📋 What this filing means
SC US (TTGP), LTD. filed this quarterly 13F‑HR report disclosing 16 equity positions with a total reported market value of $14.15B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
16
Positions
$14.15B
Total AUM (reported)
262.79M
Total Shares
Allocation by class
CL A$7.76B54.8%
COM$2.12B15.0%
NOTE 11/1$1.45B10.3%
SPONSORED ADS$1.30B9.2%
ORD SHS CL A$998.61M7.1%
CL A COM$320.97M2.3%
COM CL A$102.34M0.7%
Portfolio Concentration
Top 3$10.41B73.6%
4–10$3.50B24.8%
11–25$235.48M1.7%
Top 3 weight
73.6%
Top 10 weight
98.3%
Voting Authority Distribution
Total shares with voting rights: 262.79M
Sole
Full voting authority
262.79M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other16
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings16
Rows:
DOORDASH INC
DFNDShares31.20M
TypeSH
Market value$7.69B
54.35%
Sole
31.20M
Shared
0.00
None
0.00
UNITY SOFTWARE INC
DFNDShares60M
TypePRN
Market value$1.45B
10.26%
Sole
60M
Shared
0.00
None
0.00
MAPLEBEAR INC
DFNDShares28.02M
TypeSH
Market value$1.27B
8.96%
Sole
28.02M
Shared
0.00
None
0.00
PDD HOLDINGS INC
DFNDShares10.59M
TypeSH
Market value$1.11B
7.84%
Sole
10.59M
Shared
0.00
None
0.00
NU HLDGS LTD
DFNDShares72.79M
TypeSH
Market value$998.61M
7.06%
Sole
72.79M
Shared
0.00
None
0.00
UNITY SOFTWARE INC
DFNDShares31.93M
TypeSH
Market value$772.76M
5.46%
Sole
31.93M
Shared
0.00
None
0.00
DATADOG INC
DFNDShares2.39M
TypeSH
Market value$320.97M
2.27%
Sole
2.39M
Shared
0.00
None
0.00
FULL TRUCK ALLIANCE CO LTD
DFNDShares13.06M
TypeSH
Market value$154.21M
1.09%
Sole
13.06M
Shared
0.00
None
0.00
BRIDGEBIO PHARMA INC
DFNDShares1.86M
TypeSH
Market value$80.33M
0.57%
Sole
1.86M
Shared
0.00
None
0.00
AIRBNB INC
DFNDShares511.07K
TypeSH
Market value$67.64M
0.48%
Sole
511.07K
Shared
0.00
None
0.00
BLOCK INC
DFNDShares990.78K
TypeSH
Market value$67.30M
0.48%
Sole
990.78K
Shared
0.00
None
0.00
CHIME FINL INC
DFNDShares1.45M
TypeSH
Market value$49.96M
0.35%
Sole
1.45M
Shared
0.00
None
0.00
FRESHWORKS INC
DFNDShares2.89M
TypeSH
Market value$43.02M
0.30%
Sole
2.89M
Shared
0.00
None
0.00
KE HLDGS INC
DFNDShares2.19M
TypeSH
Market value$38.90M
0.27%
Sole
2.19M
Shared
0.00
None
0.00
AMPLITUDE INC
DFNDShares2.80M
TypeSH
Market value$34.71M
0.25%
Sole
2.80M
Shared
0.00
None
0.00
BITDEER TECHNOLOGIES GROUP
DFNDShares138.17K
TypeSH
Market value$1.59M
0.01%
Sole
138.17K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DOORDASH INCDFND | CL A | 31.20M | SH | $7.69B 54.35% | 31.20M | 0.00 | 0.00 |
UNITY SOFTWARE INCDFND | NOTE 11/1 | 60M | PRN | $1.45B 10.26% | 60M | 0.00 | 0.00 |
MAPLEBEAR INCDFND | COM | 28.02M | SH | $1.27B 8.96% | 28.02M | 0.00 | 0.00 |
PDD HOLDINGS INCDFND | SPONSORED ADS | 10.59M | SH | $1.11B 7.84% | 10.59M | 0.00 | 0.00 |
NU HLDGS LTDDFND | ORD SHS CL A | 72.79M | SH | $998.61M 7.06% | 72.79M | 0.00 | 0.00 |
UNITY SOFTWARE INCDFND | COM | 31.93M | SH | $772.76M 5.46% | 31.93M | 0.00 | 0.00 |
DATADOG INCDFND | CL A COM | 2.39M | SH | $320.97M 2.27% | 2.39M | 0.00 | 0.00 |
FULL TRUCK ALLIANCE CO LTDDFND | SPONSORED ADS | 13.06M | SH | $154.21M 1.09% | 13.06M | 0.00 | 0.00 |
BRIDGEBIO PHARMA INCDFND | COM | 1.86M | SH | $80.33M 0.57% | 1.86M | 0.00 | 0.00 |
AIRBNB INCDFND | COM CL A | 511.07K | SH | $67.64M 0.48% | 511.07K | 0.00 | 0.00 |
BLOCK INCDFND | CL A | 990.78K | SH | $67.30M 0.48% | 990.78K | 0.00 | 0.00 |
CHIME FINL INCDFND | COM SHS CL A | 1.45M | SH | $49.96M 0.35% | 1.45M | 0.00 | 0.00 |
FRESHWORKS INCDFND | CLASS A COM | 2.89M | SH | $43.02M 0.30% | 2.89M | 0.00 | 0.00 |
KE HLDGS INCDFND | SPONSORED ADS | 2.19M | SH | $38.90M 0.27% | 2.19M | 0.00 | 0.00 |
AMPLITUDE INCDFND | COM CL A | 2.80M | SH | $34.71M 0.25% | 2.80M | 0.00 | 0.00 |
BITDEER TECHNOLOGIES GROUPDFND | CL A ORD SHS | 138.17K | SH | $1.59M 0.01% | 138.17K | 0.00 | 0.00 |