SC US (ttgp)
Menlo Park, CAfiles as SC US (TTGP), LTD.
$31.8bn in 18 US stocks at the end of 30 June 2026. The top 10 are 99.2% of the money. It changed about 65.8% of the portfolio this quarter.
Value
$31.8bn
Stocks
18
Top 10 share
99.2%
Turnover
65.8%
What changed this quarter
New
Bought for the first time this quarter.
- Space Exploration TechnologiesSPCX65.8% of the fund
- TeslaTSLA<0.1% of the fund
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
None this quarter.
Sold out
Sold their entire stake.
- Unity Software-100%
Holdings
- Space Exploration TechnologiesSPCX
- Share
- 65.8%
- Value
- $20.9bn
- Shares
- 122,519,145
New
- PDD HoldingsPDD
- Share
- 2.1%
- Value
- $674m
- Shares
- 8,841,576
Held
- Full Truck AllianceYMM
- Share
- 0.3%
- Value
- $106m
- Shares
- 13,057,904
Held
- KE HldgsBEKE
- Share
- 0.1%
- Value
- $32m
- Shares
- 2,192,982
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Space Exploration TechnologiesSPCX | 65.8% | $20.9bn | 122,519,145 | New |
| DoorDashDASH | 18.3% | $5.8bn | 31,595,084 | Held |
| MaplebearCART | 4.2% | $1.3bn | 27,928,385 | Held |
| Klarna GroupKLAR | 3.5% | $1.1bn | 55,029,211 | Held |
| Unity SoftwareU | 2.9% | $910m | 31,824,924 | Held |
| PDD HoldingsPDD | 2.1% | $674m | 8,841,576 | Held |
| FigmaFIG | 1.5% | $484m | 26,728,172 | Held |
| BridgeBio PharmaBBIO | 0.4% | $139m | 1,860,364 | Held |
| Full Truck AllianceYMM | 0.3% | $106m | 13,057,904 | Held |
| BlockXYZ | 0.2% | $75m | 990,778 | Held |
| AirbnbABNB | 0.2% | $73m | 510,666 | Held |
| Aurora InnovationAUR | 0.2% | $60m | 8,809,941 | Held |
| KE HldgsBEKE | 0.1% | $32m | 2,192,982 | Held |
| Chime FinancialCHYM | <0.1% | $30m | 1,449,730 | Held |
| TeslaTSLA | <0.1% | $23m | 55,407 | New |
| AmplitudeAMPL | <0.1% | $21m | 2,798,951 | Held |
| Bitdeer Technologies GroupBTDR | <0.1% | $2m | 138,168 | Held |
| MongoDBMDB | <0.1% | $908,945 | 2,706 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 150.7% since 30 June 2025.
Where the money is
Technology70.4%
Retail & consumer18.6%
Everyday goods4.2%
Financial services3.8%
Health care0.4%
Other2.6%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.