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Equibles

SC US (TTGP), LTD.

Location
Menlo Park, CA
Portfolio Value
Large $31,829,988,235
Diversification
Highly concentrated
Reports for
SCGF IV MANAGEMENT LP SC U.S. Growth VIII Management, L.P. SC U.S. Growth IX Management, L.P. SC US/E Growth Fund X Management, L.P. SCGGF Management, L.P. SC Global Growth II Management, L.P. SCGGF III - Endurance Partners Management, L.P. SCGGF III - U.S./India Management, L.P.
+ 2 more Sequoia Capital Fund Management, L.P. SC US/E Expansion Fund I Management, L.P.
Filing Date
Global Rank
#264 / 8,794 ▲ 222 · as of Jun 2026
Top Industry
Aerospace & Defense 65.8%
Period ended 3 months ago
Filed Aug 14, 2026 · 52d
26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

18 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026
Top Position
65.8%
+14.1 pts
Top 5
94.6%
+6.3 pts
Top 10
99.2%
+0.7 pts
HHI
4,706
Sep 2023 → Jun 2026 · range 1,566 – 4,706
Highly concentrated+1,650

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026
Sector % Portfolio Value
Industrials 65.8% $20,933,621,114
Consumer Cyclical 25.1% $7,983,549,577
Technology 5.1% $1,628,602,378
Financial Services 3.5% $1,113,791,228
Healthcare 0.4% $138,559,910
Real Estate 0.1% $31,864,028

Last Quarter's Activity

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Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased
1 positions
Ticker Δ Shares Shares Value Open
FIG +1 26,728,172 $483,512,629

Trimmed

Positions the filer reduced
No qualifying positions this quarter.

New Positions

Positions the filer opened this quarter
1 positions
Ticker Shares Value Open
SPCX 122,519,145 $20,933,621,114

Sold Out

Positions the filer fully exited
No qualifying positions this quarter.

Portfolio Positions

Export CSV View 13F filing
18 tracked positions · $31,829,988,235 total · filing declares 42 positions · $31,889,988,253 · as of Jun 30, 2026
All sectors Consumer Cyclical Financial Services Healthcare Industrials Real Estate Technology
Ticker Company Shares Value (USD) % of Portfolio History
SPCX
Space Exploration Technologies Corp
Industrials 		122,519,145 $20,933,621,114 65.77%
DASH
DoorDash, Inc.
Consumer Cyclical 		31,595,084 $5,830,240,849 18.32%
CART
Maplebear Inc.
Consumer Cyclical 		27,928,385 $1,322,409,027 4.15%
KLAR
Klarna Group plc
Financial Services 		55,029,211 $1,113,791,228 3.50%
U
Unity Software Inc.
Technology 		31,824,924 $909,556,327 2.86%
PDD
PDD Holdings Inc.
Consumer Cyclical 		8,841,576 $674,435,416 2.12%
FIG
Figma, Inc.
Technology 		26,728,172 $483,512,629 1.52%
BBIO
BridgeBio Pharma, Inc.
Healthcare 		1,860,364 $138,559,910 0.44%
YMM
Full Truck Alliance Co. Ltd.
Technology 		13,057,904 $106,030,180 0.33%
XYZ
Block, Inc.
Technology 		990,778 $75,299,128 0.24%
ABNB
Airbnb, Inc.
Consumer Cyclical 		510,666 $73,076,304 0.23%
AUR
Aurora Innovation, Inc.
Consumer Cyclical 		8,809,941 $60,083,797 0.19%
BEKE
KE Holdings Inc.
Real Estate 		2,192,982 $31,864,028 0.10%
CHYM
Chime Financial, Inc.
Technology 		1,449,730 $29,690,469 0.09%
TSLA
Tesla, Inc.
Consumer Cyclical 		55,407 $23,304,184 0.07%
AMPL
Amplitude, Inc.
Technology 		2,798,951 $21,411,974 0.07%
BTDR
Bitdeer Technologies Group
Technology 		138,168 $2,192,726 0.01%
MDB
MongoDB, Inc.
Technology 		2,706 $908,945 0.00%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.