StockDriftsStockDriftsTop 17 Sc US (ttgp) LTD Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DASH | DOORDASH INC | 18.28% | 31.60M | $5.83B | +0.00%(+0) | $144.37(+49.80%) | 2026-06-30 | |
| CART | MAPLEBEAR INC | 4.15% | 27.93M | $1.32B | +0.00%(+0) | $29.73(+68.48%) | 2026-06-30 | |
| KLAR | KLARNA GROUP PLC | 3.49% | 55.03M | $1.11B | +0.00%(+0) | $36.65(-43.57%) | 2026-06-30 | |
| U | UNITY SOFTWARE INC | 2.85% | 31.82M | $909.6M | +0.00%(+0) | $39.07(+17.21%) | 2026-06-30 | |
| PDD | PDD HOLDINGS INC | 2.11% | 8.84M | $674.4M | +0.00%(+0) | $70.97(+18.60%) | 2026-06-30 | |
| FIG | FIGMA INC | 1.52% | 26.73M | $483.5M | +0.00%(+1) | $50.63(-52.65%) | 2026-06-30 | |
| BBIO | BRIDGEBIO PHARMA INC | 0.43% | 1.86M | $138.6M | +0.00%(+0) | $26.97(+201.11%) | 2026-06-30 | |
| YMM | FULL TRUCK ALLIANCE CO LTD | 0.33% | 13.06M | $106.0M | +0.00%(+0) | $11.85(-25.15%) | 2026-06-30 | |
| XYZ | BLOCK INC | 0.24% | 990.8K | $75.3M | +0.00%(+0) | $65.42(+27.01%) | 2026-06-30 | |
| ABNB | AIRBNB INC | 0.23% | 510.7K | $73.1M | +0.00%(+0) | $153.60(+20.52%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.72% | +47.07% | -4.13% | -19.01% |
| Top 20 Holdings Unweighted | +17.03% | +60.28% | -3.80% | -17.60% |
Sc US (ttgp) LTD reports $31.89B in US-listed equity holdings across 19 positions in its most recent 13F filing. Its largest disclosed positions are DASH (18.3%), CART (4.2%) and KLAR (3.5%). The top 20 holdings account for 34.16% of reported assets. Its disclosed equity book has returned +47.07% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Sc US (ttgp) LTD’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1607841). View Sc US (ttgp) LTD’s 13F filings on SEC