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13F holdings · Q2 2026

SC US (ttgp)

Menlo Park, CA · files as SC US (ttgp), Ltd.
Holdings as of Jun 30, 2026Filed Aug 14, 2026Next filing due Nov 16, 2026CIK 1607841

SC US (ttgp) reported 18 stocks worth $31.8B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are SPCX (65.8%), DASH (18.3%) and CART (4.2%). Compared with Q1 2026, the fund opened new positions in SPCX and TSLA and sold out of U.

Reported value$31.8B+245.0% vs last quarter
Stocks held182 new · 1 sold out
Top 5 weight94.6%very concentrated
Turnover66%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
SPCX
Space Exploration Techn Corp Class A Com Stk
$20.9B65.8%123MNew position1 of 8
2
DASH
Doordash Inc
$5.8B18.3%31.6MNo change8 of 8
3
CART
Maplebear Inc
$1.3B4.2%27.9MNo change8 of 8
4
KLAR
Klarna Group PLC F
$1.1B3.5%55MNo change4 of 8
5
U
Unity Software Inc
$910M2.9%31.8MNo change8 of 8
6
PDD
Pdd Holdings Inc
$674M2.1%8.8MNo change8 of 8
7
FIG
Figma Inc
$484M1.5%26.7MNo change4 of 8
8
BBIO
Bridgebio Pharma Inc
$139M0.4%1.9MNo change8 of 8
9
YMM
Full Truck Alliance Co Ltd
$106M0.3%13.1MNo change8 of 8
10
XYZ
Block Inc A
$75.3M0.2%991KNo change8 of 8
🔒 8 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q1 2026, gone in Q2 2026
StockValue last quarterShares sold
U
Unity Software Inc
$60M60M

Reported value

last 8 quarters
$13.6BQ3 '24
$12.3BQ4 '24
$10.5BQ1 '25
$12.7BQ2 '25
$16.1BQ3 '25
$14BQ4 '25
$9.2BQ1 '26
$31.8BQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Aug 14, 202613F-HRQ2 2026SEC filing ↗

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SC US (ttgp) 13F FAQ

What does SC US (ttgp) own?

SC US (ttgp) reported 18 stocks worth $31.8B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are SPCX (65.8%), DASH (18.3%) and CART (4.2%). The table above lists every position in the filing (the top 10 without an account).

What did SC US (ttgp) buy and sell in Q2 2026?

Compared with Q1 2026: 2 new positions, 0 added to, 0 trimmed and 1 sold out. New positions include SPCX and TSLA. It sold all of U.

When will SC US (ttgp) file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is SC US (ttgp)'s portfolio worth?

The Q2 2026 filing reports $31.8B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.