SEC 13F Intelligence

Managers / Q3 2023 · view latest →

SC US (TTGP), LTD.

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

Reported Value
$14.2B
Q3 2023
Positions
45
Filings on Record
32
2019–present window
Filed
Nov 14, 2023
original filing

Summary

Sc US (Ttgp), Ltd. reported $14.2B in U.S.-listed holdings across 45 positions for Q3 2023.

The portfolio is heavily concentrated: PDD alone accounts for 31.2% of reported value.

Compared with Q2 2023, the fund opened 1 new position and exited 3.

Portfolio Metrics

Turnover
+17.8%
vs prior filed quarter
Top-10 Concentration
+81.6%
share of reported value
Largest Position
+31.2%
Pdd
New / Exited
1 / 3
positions this quarter

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: 51.4%ADR: 35.6%Other: 13.0%
  • Common Stock · 51.4% · $7.3B
  • ADR · 35.6% · $5.0B
  • Other · 13.0% · $1.8B

Quarter-over-Quarter Changes full breakdown →

vs Q2 2023 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
CARTMAPLEBEAR INCNEW+39.76M39.76M+$1.2B$1.2B
PDDPDD HOLDINGS INCADDED+45.05M48.23M+$4.5B$4.7B
EMBARK TECHNOLOGY INCSOLD OUT−2.66M0−$8M$0
BIRD GLOBAL INCSOLD OUT−492.2K0−$994,198$0
EB4EVENTBRITE INCSOLD OUT−32.7K0−$312,724$0
NU HLDGS LTDTRIMMED−161.96M252.32M−$1.4B$1.8B
BEKEKE HLDGS INCTRIMMED−2.74M5.48M−$37M$85M
DASHDOORDASH INCTRIMMED−2.01M32.92M−$53M$2.6B

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

Holdings — Q3 2023

23 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1PDDPDD HOLDINGS INChistory →SPONSORED ADS33.39%$4.7B48.23M
2DASHDOORDASH INChistory →CL A18.46%$2.6B32.92M
3SNOWSNOWFLAKE INChistory →CL A14.06%$2.0B13.04M
4NU HLDGS LTDORD SHS CL A12.91%$1.8B252.32M
5CARTMAPLEBEAR INChistory →COM8.33%$1.2B39.76M
6UUNITY SOFTWARE INChistory →COM6.06%$859M27.35M
7YMMFULL TRUCK ALLIANCE CO LTDhistory →SPONSORED ADS1.60%$227M32.21M
8DDOGDATADOG INChistory →CL A COM1.54%$218M2.39M
9HOODROBINHOOD MKTS INChistory →COM CL A1.18%$168M17.11M
10BEKEKE HLDGS INChistory →SPONSORED ADS0.60%$85M5.48M
11ABNBAIRBNB INChistory →COM CL A0.51%$72M524.3K
12FRSHFRESHWORKS INChistory →CLASS A COM0.41%$57M2.89M
13BBIOBRIDGEBIO PHARMA INChistory →COM0.35%$49M1.86M
14PATHUIPATH INChistory →CL A0.24%$34M2.01M
15AMPLAMPLITUDE INChistory →COM CL A0.23%$32M2.80M
16BITDEER TECHNOLOGIES GROUPCL A ORD SHS0.09%$12M1.28M
17RBLXROBLOX CORPCL A0.01%$2M57.7K
18AURAURORA INNOVATION INCCLASS A COM0.01%$1M500.0K
19PHENOMEX INCCOM0.01%$1M1.17M
20XYZBLOCK INCCL A0.00%$696,07715.7K
21RUMBLE INCCALL0.00%$680,274133.4K
22CCXUSDSKILLSOFT CORPCL A0.00%$209,98811.8K
23PRSTPRESTO AUTOMATION INCCOM0.00%$34,73224.3K

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 10 additional managers.

  • SC U.S. GROWTH VI MANAGEMENT, L.P.028-18063
  • SC U.S. Venture XV Management, L.P.028-20901
  • Sequoia Capital Fund Management, L.P.028-23058
  • SC U.S. Growth VIII Management, L.P.028-20900
  • SCGGF MANAGEMENT, L.P.028-19322
  • SCGGF III - Endurance Partners Management, L.P.028-19324
  • SC U.S. Growth VII Management, L.P.028-19323
  • SC U.S. VENTURE XIV MANAGEMENT, L.P.028-19321
  • SC Global Growth II Management, L.P.028-20068
  • SC US/E Expansion Fund I Management, L.P.028-23060

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 ↗.