AI Portfolio Summary
In 2026 Q1, SC US (TTGP), LTD. maintained a portfolio of 19 distinct positions. The most significant new addition to the portfolio was Tesla Inc., which now represents 0.22% of the total fund value. They heavily accumulated shares in FIGMA INC, increasing their position by 5.8%. Conversely, SC US (TTGP), LTD. completely exited their position in VIA TRANSN INC.
Total Positions
19
Quarter
2026 Q1
Top Holding
DASH (51.3%)
Top 10 Concentration
97.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-19 of 19
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
DASH
Doordash Inc
|
Consumer Cyclical | 51.31% | 51.22% |
#1
Prev: #1
|
6.5 | -91,540 | -0.3% |
P
S
|
31,595,084 | $4,744,001,863 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
CART
MAPLEBEAR INC
|
Consumer Cyclical | 11.32% | 8.99% |
#2
2
Prev: #4
|
6.0 | -66,882 | -0.2% |
P
S
|
27,928,385 | $1,046,197,302 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
PDD
PDD HOLDINGS IN...
|
Consumer Cyclical | 9.77% | 7.16% |
#3
2
Prev: #5
|
5.9 | no change | no change |
P
S
|
8,841,576 | $903,432,235 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
N/A
Klarna Group PL...
|
—
|
Unknown | 7.79% | 11.36% |
#4
2
Prev: #2
|
4.6 | no change | no change |
P
S
|
55,029,211 | $720,332,372 | — | 13F Filing | 2026-03-31 | 2026-05-14 | ||
|
U
UNITY SOFTWARE ...
|
Technology | 7.55% | 10.06% |
#5
2
Prev: #3
|
4.0 | -95,124 | -0.3% |
P
S
|
31,824,924 | $698,238,833 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
FIG
FIGMA INC
|
Technology | 6.11% | 6.74% |
#6
Prev: #6
|
4.4 | 1,466,851 | 5.8% |
P
S
|
26,728,171 | $565,033,534 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BBIO
BRIDGEBIO PHARM...
|
Healthcare | 1.49% | 1.02% |
#7
Prev: #7
|
1.6 | no change | no change |
P
S
|
1,860,364 | $138,150,631 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
YMM
FULL TRUCK ALLI...
|
Technology | 1.17% | 1.00% |
#8
Prev: #8
|
1.5 | no change | no change |
P
S
|
13,057,904 | $108,380,603 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ABNB
AIRBNB INC
|
Consumer Cyclical | 0.70% | 0.49% |
#9
Prev: #9
|
1.3 | no change | no change |
P
S
|
510,666 | $64,486,902 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
N/A
UNITY SOFTWARE ...
|
—
|
Bond/Debt | 0.65% | 0.43% |
#10
1
Prev: #11
|
1.3 | no change | no change |
P
S
|
60,000,000 | $60,000,000 | — | 13F Filing | 2026-03-31 | 2026-05-14 | ||
|
XYZ
BLOCK INC
|
Technology | 0.64% | 0.46% |
#11
1
Prev: #10
|
1.3 | no change | no change |
P
S
|
990,778 | $59,625,020 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AUR
AURORA INNOVATI...
|
Technology | 0.39% | 0.24% |
#12
2
Prev: #14
|
1.2 | no change | no change |
P
S
|
8,809,941 | $36,296,957 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BEKE
KE HLDGS INC
|
Real Estate | 0.36% | 0.25% |
#13
Prev: #13
|
1.1 | no change | no change |
P
S
|
2,192,982 | $32,828,941 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
CHYM
CHIME FINL INC
|
Technology | 0.29% | 0.26% |
#14
2
Prev: #12
|
1.1 | no change | no change |
P
S
|
1,449,730 | $27,153,443 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
TSLA
Tesla Inc.
|
Consumer Cyclical | 0.22% | — |
#15
Prev: #—
|
3.6 | 55,407 | no change |
NEW
|
55,407 | $20,597,552 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AMPL
AMPLITUDE INC
|
Technology | 0.21% | 0.23% |
#16
1
Prev: #15
|
1.1 | no change | no change |
P
S
|
2,798,951 | $19,088,846 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BTDR
BITDEER TECHNOL...
|
Technology | 0.01% | 0.01% |
#17
Prev: #17
|
1.0 | no change | no change |
P
S
|
138,168 | $1,195,153 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MDB
MONGODB INC
|
Technology | 0.01% | — |
#18
Prev: #—
|
3.5 | 2,706 | no change |
NEW
|
2,706 | $662,348 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VIA
VIA TRANSN INC
|
Technology | 0.00% | 0.09% |
Sold All 😨
(Was: #16) |
0.0 | -421,915 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 |
Showing 1-19 of 19 holdings