SEC 13F Intelligence

Managers / Q4 2019 · view latest →

SC US (TTGP), LTD.

CIK 0001607841 · 2800 SAND HILL ROAD, SUITE 101, MENLO PARK, CA, 94025 · 650-854-3927

Reported Value
$2.3B
Q4 2019
Positions
16
Filings on Record
32
2019–present window
Filed
Feb 14, 2020
original filing

Summary

Sc US (Ttgp), Ltd. reported $2.3B in U.S.-listed holdings across 16 positions for Q4 2019.

The portfolio is heavily concentrated: Medallia alone accounts for 33.7% of reported value.

Compared with Q3 2019, the fund opened 0 new positions and exited 1.

Portfolio Metrics

Turnover
+9.0%
vs prior filed quarter
Top-10 Concentration
+93.6%
share of reported value
Largest Position
+33.7%
Medallia

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $964MQ4 ’18Q1 ’19: $1.0BQ2 ’19: $1.5BQ3 ’19: $2.3BQ4 ’19: $2.3BQ4 ’19Q1 ’20: $1.3BQ2 ’20: $1.7BQ3 ’20: $10.4BQ4 ’20: $16.7BQ4 ’20Q1 ’21: $16.7BQ2 ’21: $15.7BQ3 ’21: $17.9BQ4 ’21: $20.1BQ4 ’21Q1 ’22: $15.6BQ2 ’22: $8.6BQ3 ’22: $8.6BQ4 ’22: $7.6BQ4 ’22Q1 ’23: $8.5BQ2 ’23: $10.6BQ3 ’23: $14.2BQ4 ’23: $12.1BQ4 ’23Q1 ’24: $13.5BQ2 ’24: $12.4BQ3 ’24: $13.7BQ4 ’24: $12.4BQ4 ’24Q1 ’25: $10.6BQ2 ’25: $14.1BQ3 ’25: $16.2BQ4 ’25: $14.0BQ4 ’25Q1 ’26: $9.2Bfilingsflow.com

Portfolio Composition

By security type
Common Stock: 89.0%ADR: 8.5%Other: 2.5%
  • Common Stock · 89.0% · $2.1B
  • ADR · 8.5% · $199M
  • Other · 2.5% · $58M

Quarter-over-Quarter Changes full breakdown →

vs Q3 2019 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
UBERUBER TECHNOLOGIES INCSOLD OUT−6.22M0−$190M$0
GHGUARDANT HEALTH INCTRIMMED−791.4K2.33M−$17M$182M
EB4EVENTBRITE INCTRIMMED−4.7K42.1K+$21,000$849,000
XYZSQUARE INCHELD−3.8K1.34M+$579,000$84M
MEDALLIA INCHELD+044.41M+$163M$1.4B
BBIOBRIDGEBIO PHARMA INCHELD+02.54M+$35M$89M
CORTEXYME INCHELD+01.04M+$32M$58M
PDDPINDUODUO INCHELD+05.26M+$29M$199M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q4 2019

9 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1MEDALLIA INCCOM59.29%$1.4B44.41M
2HCATHEALTH CATALYST INChistory →COM9.20%$214M6.18M
3PDDPINDUODUO INChistory →SPONSORED ADS8.54%$199M5.26M
4GHGUARDANT HEALTH INChistory →COM7.80%$182M2.33M
5SNAPSNAP INChistory →CL A5.20%$121M7.42M
6BBIOBRIDGEBIO PHARMA INChistory →COM3.83%$89M2.54M
7XYZSQUARE INChistory →CL A3.59%$84M1.34M
8CORTEXYME INCCOM2.51%$58M1.04M
9EB4EVENTBRITE INCCOM CL A0.04%$849,00042.1K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$9.2B36May 14, 202613F-HRchanges · EDGAR ↗
Q4 2025$14.0B34Feb 13, 202613F-HRchanges · EDGAR ↗
Q3 2025$16.2B29Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$14.1B21Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$10.6B20May 14, 202513F-HRchanges · EDGAR ↗
Q4 2024$12.4B22Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$13.7B26Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$12.4B28Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$13.5B36May 14, 202413F-HRchanges · EDGAR ↗
Q4 2023$12.1B37Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$14.2B45Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$10.6B44Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$8.5B44May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$7.6B45Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$8.6B42Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$8.6B42Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$15.6B42May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$20.1B37Feb 25, 2022RESTATEMENTchanges · EDGAR ↗
Q3 2021$17.9B30Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$15.7B31Aug 16, 202113F-HRchanges · EDGAR ↗
Q1 2021$16.7B26May 17, 202113F-HRchanges · EDGAR ↗
Q4 2020$16.7B24Feb 16, 202113F-HRchanges · EDGAR ↗
Q3 2020$10.4B18Nov 16, 202013F-HRchanges · EDGAR ↗
Q2 2020$1.7B8Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$1.3B11May 15, 202013F-HRchanges · EDGAR ↗
Q4 2019$2.3B16Feb 14, 202013F-HRchanges · EDGAR ↗
Q3 2019$2.3B19Nov 14, 201913F-HRchanges · EDGAR ↗
Q2 2019$1.5B14Aug 14, 201913F-HRchanges · EDGAR ↗
Q1 2019$1.0B12May 15, 201913F-HRchanges · EDGAR ↗
Q4 2018$964M16Feb 14, 201913F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 8 additional managers.

  • SC U.S. GROWTH VI MANAGEMENT, L.P.028-18063
  • SCGF IV MANAGEMENT LP028-15205
  • SCGF V Management, L.P.028-16465
  • SC U.S. VENTURE 2010 MANAGEMENT, L.P.028-16466
  • SCGGF MANAGEMENT, L.P.028-19322
  • SCGGF III - Endurance Partners Management, L.P.028-19324
  • SC U.S. VENTURE XIV MANAGEMENT, L.P.028-19321
  • SC Global Growth II Management, L.P.028-20068

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.