AI Portfolio Summary
In 2025 Q4, SC US (TTGP), LTD. maintained a portfolio of 19 distinct positions. The most significant new addition to the portfolio was AIRBNB INC, which now represents 0.49% of the total fund value. They heavily accumulated shares in DOORDASH INC, increasing their position by 1.6%. Conversely, SC US (TTGP), LTD. completely exited their position in DATADOG INC.
Total Positions
19
Quarter
2025 Q4
Top Holding
DASH (51.2%)
Top 10 Concentration
98.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
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 | 51.22% | 52.32% |
#1
Prev: #1
|
10.0 | 506,358 | 1.6% |
P
S
|
31,686,624 | $7,176,386,604 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
N/A
KLARNA GROUP PL...
|
—
|
Unknown | 11.36% | 12.44% |
#2
Prev: #2
|
4.5 | no change | no change |
P
S
|
55,029,211 | $1,590,894,490 | — | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | ||
|
U
UNITY SOFTWARE ...
|
Technology | 10.06% | 7.89% |
#3
1
Prev: #4
|
4.0 | -12,135 | -0.0% |
P
S
|
31,920,048 | $1,409,908,520 | 2020 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CART
MAPLEBEAR INC
|
Consumer Cyclical | 8.99% | 6.35% |
#4
2
Prev: #6
|
3.6 | -20,701 | -0.1% |
P
S
|
27,995,267 | $1,259,227,109 | 2023 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PDD
PDD HOLDINGS IN...
|
Consumer Cyclical | 7.16% | 7.21% |
#5
Prev: #5
|
2.9 | no change | no change |
P
S
|
8,841,576 | $1,002,546,302 | 2018 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FIG
FIGMA INC
|
Technology | 6.74% | 8.08% |
#6
3
Prev: #3
|
2.7 | no change | no change |
P
S
|
25,261,320 | $944,015,529 | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BBIO
BRIDGEBIO PHARM...
|
Healthcare | 1.02% | 0.60% |
#7
2
Prev: #9
|
0.4 | no change | no change |
P
S
|
1,860,364 | $142,299,242 | 2019 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
YMM
FULL TRUCK ALLI...
|
Technology | 1.00% | 1.04% |
#8
Prev: #8
|
0.4 | no change | no change |
P
S
|
13,057,904 | $140,111,310 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ABNB
AIRBNB INC
|
Consumer Cyclical | 0.49% | — |
#9
Prev: #—
|
2.2 | 510,666 | no change |
NEW
|
510,666 | $69,307,590 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XYZ
BLOCK INC
|
Technology | 0.46% | 0.44% |
#10
Prev: #10
|
0.2 | no change | no change |
P
S
|
990,778 | $64,489,741 | 2016 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
N/A
UNITY SOFTWARE ...
|
—
|
Bond/Debt | 0.43% | 0.37% |
#11
1
Prev: #12
|
0.2 | no change | no change |
P
S
|
60,000,000 | $60,000,000 | — | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | ||
|
CHYM
CHIME FINL INC
|
Technology | 0.26% | 0.18% |
#12
3
Prev: #15
|
2.1 | 1,920 | 0.1% |
P
S
|
1,449,730 | $36,489,704 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BEKE
KE HLDGS INC
|
Real Estate | 0.25% | 0.26% |
#13
Prev: #13
|
0.1 | no change | no change |
P
S
|
2,192,982 | $34,561,396 | 2020 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AUR
AURORA INNOVATI...
|
Technology | 0.24% | — |
#14
Prev: #—
|
2.1 | 8,809,941 | no change |
NEW
|
8,809,941 | $33,830,173 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMPL
AMPLITUDE INC
|
Technology | 0.23% | 0.19% |
#15
1
Prev: #14
|
0.1 | no change | no change |
P
S
|
2,798,951 | $32,411,853 | 2021 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VIA
VIA TRANSN INC
|
Technology | 0.09% | 0.13% |
#16
Prev: #16
|
0.0 | no change | no change |
P
S
|
421,915 | $12,239,754 | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BTDR
BITDEER TECHNOL...
|
Technology | 0.01% | 0.01% |
#17
Prev: #17
|
0.0 | no change | no change |
P
S
|
138,168 | $1,548,863 | 2023 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DDOG
DATADOG INC
|
Technology | 0.00% | 2.10% |
Sold All 😨
(Was: #7) |
0.3 | -2,389,407 | -100.0% |
CLOSED
|
— | $— | 2022 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
N/A
AIRBNB INC
|
—
|
Unknown | 0.00% | 0.38% |
Sold All 😨
(Was: #11) |
0.3 | -510,666 | -100.0% |
CLOSED
|
— | $— | — | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-19 of 19 holdings