SEC 13F Intelligence

Managers / Q4 2025 · view latest →

SC US (TTGP), LTD.

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

Reported Value
$14.0B
Q4 2025
Positions
34
Filings on Record
32
2019–present window
Filed
Feb 13, 2026
original filing

Summary

Sc US (Ttgp), Ltd. reported $14.0B in U.S.-listed holdings across 34 positions for Q4 2025.

The portfolio is heavily concentrated: DASH alone accounts for 50.4% of reported value.

Compared with Q3 2025, the fund opened 2 new positions and exited 2.

Portfolio Metrics

Turnover
+3.4%
vs prior filed quarter
Top-10 Concentration
+92.1%
share of reported value
Largest Position
+50.4%
Doordash
New / Exited
2 / 2
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: 79.8%Other: 11.4%ADR: 8.4%US DOMESTIC: 0.4%
  • Common Stock · 79.8% · $11.2B
  • Other · 11.4% · $1.6B
  • ADR · 8.4% · $1.2B
  • US DOMESTIC · 0.4% · $60M

Quarter-over-Quarter Changes full breakdown →

vs Q3 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
ABNBAIRBNB INCNEW+510.7K510.7K+$69M$69M
AURAURORA INNOVATION INCNEW+8.81M8.81M+$34M$34M
DDOGDATADOG INCSOLD OUT−2.39M0−$340M$0
AIRBNB INCSOLD OUT−510.7K0−$62M$0
DASHDOORDASH INCHELD+506.4K31.69M−$1.3B$7.2B
CHYMCHIME FINL INCHELD+1.9K1.45M+$7M$36M
CARTMAPLEBEAR INCHELD−20.7K28.00M+$229M$1.3B
UUNITY SOFTWARE INCHELD−12.1K31.92M+$131M$1.4B

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

Holdings — Q4 2025

16 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1DASHDOORDASH INChistory →CL A51.22%$7.2B31.69M
2KLARNA GROUP PLCSHS11.36%$1.6B55.03M
3UUNITY SOFTWARE INCCOM · NOTE 11/110.49%$1.5B91.92M
4CARTMAPLEBEAR INChistory →COM8.99%$1.3B28.00M
5PDDPDD HOLDINGS INChistory →SPONSORED ADS7.16%$1.0B8.84M
6FIGFIGMA INChistory →CLASS A COM STK6.74%$944M25.26M
7BBIOBRIDGEBIO PHARMA INChistory →COM1.02%$142M1.86M
8YMMFULL TRUCK ALLIANCE CO LTDhistory →SPONSORED ADS1.00%$140M13.06M
9ABNBAIRBNB INChistory →COM CL A0.49%$69M510.7K
10XYZBLOCK INChistory →CL A0.46%$64M990.8K
11CHYMCHIME FINL INChistory →COM SHS CL A0.26%$36M1.45M
12BEKEKE HLDGS INChistory →SPONSORED ADS0.25%$35M2.19M
13AURAURORA INNOVATION INChistory →CLASS A COM0.24%$34M8.81M
14AMPLAMPLITUDE INChistory →COM CL A0.23%$32M2.80M
15VIAVIA TRANSN INChistory →COM CL A0.09%$12M421.9K
16BITDEER TECHNOLOGIES GROUPCL A ORD SHS0.01%$2M138.2K

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.

  • SCGF IV MANAGEMENT LP028-15205
  • SC U.S. Growth VIII Management, L.P.028-20900
  • SC U.S. Growth IX Management, L.P.
  • SC US/E Growth Fund X Management, L.P.
  • SCGGF Management, L.P.028-19322
  • SC Global Growth II Management, L.P.028-20068
  • SCGGF III - Endurance Partners Management, L.P.028-19324
  • SCGGF III - U.S./India Management, L.P.028-23816
  • Sequoia Capital Fund Management, L.P.028-23058
  • 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 ↗.