SC US (TTGP), LTD.

CIK

1607841

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

#241 / 8,618 ▲ 212

Top Industry

Aerospace & Defense 65.8%

3Y Alpha vs SPY

+4.3%

Period ended 51 days ago

Filed Aug 14, 2026 · 6d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+94.2%

SPY

+75.8%

Annualised alpha

+4.1%

Max drawdown

−45.1%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

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

Highly concentrated+1,650

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Industrials	65.8%	$20,933,621,114	1
Consumer Cyclical	25.1%	$7,983,549,577	6
Technology	5.1%	$1,628,602,378	8
Financial Services	3.5%	$1,113,791,228	1
Healthcare	0.4%	$138,559,910	1
Real Estate	0.1%	$31,864,028	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
FIG	Figma, Inc.	+1	26,728,172	$483,512,629
No positions match the current search.

Trimmed

Positions the filer reduced

No qualifying positions this quarter.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
SPCX	Space Exploration Technologies Corp	122,519,145	$20,933,621,114
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact 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	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPCX	Space Exploration Technologies Corp Industrials	NEW	122,519,145	NEW	$20,933,621,114	NEW	65.77%
DASH	DoorDash, Inc. Consumer Cyclical	Held	31,595,084	0	$5,830,240,849	+22.9%	18.32%
CART	Maplebear Inc. Consumer Cyclical	Held	27,928,385	0	$1,322,409,027	+26.4%	4.15%
KLAR	Klarna Group plc Financial Services	Held	55,029,211	0	$1,113,791,228	+54.6%	3.50%
U	Unity Software Inc. Technology	Held	31,824,924	0	$909,556,327	+30.3%	2.86%
PDD	PDD Holdings Inc. Consumer Cyclical	Held	8,841,576	0	$674,435,416	−25.3%	2.12%
FIG	Figma, Inc. Technology	Added	26,728,172	+1	$483,512,629	−14.4%	1.52%
BBIO	BridgeBio Pharma, Inc. Healthcare	Held	1,860,364	0	$138,559,910	+0.3%	0.44%
YMM	Full Truck Alliance Co. Ltd. Technology	Held	13,057,904	0	$106,030,180	−2.2%	0.33%
XYZ	Block, Inc. Technology	Held	990,778	0	$75,299,128	+26.3%	0.24%
ABNB	Airbnb, Inc. Consumer Cyclical	Held	510,666	0	$73,076,304	+13.3%	0.23%
AUR	Aurora Innovation, Inc. Consumer Cyclical	Held	8,809,941	0	$60,083,797	+65.5%	0.19%
BEKE	KE Holdings Inc. Real Estate	Held	2,192,982	0	$31,864,028	−2.9%	0.10%
CHYM	Chime Financial, Inc. Technology	Held	1,449,730	0	$29,690,469	+9.3%	0.09%
TSLA	Tesla, Inc. Consumer Cyclical	Held	55,407	0	$23,304,184	+13.1%	0.07%
AMPL	Amplitude, Inc. Technology	Held	2,798,951	0	$21,411,974	+12.2%	0.07%
BTDR	Bitdeer Technologies Group Technology	Held	138,168	0	$2,192,726	+83.5%	0.01%
MDB	MongoDB, Inc. Technology	Held	2,706	0	$908,945	+37.2%	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.