Q2 2026 13F · SEC CIK 1607841
Sc US (ttgp), Ltd.
Investment managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $31.8B
- Reported positions
- 18
- Top holdings a year, 3 yrs
- +22.1%
- Average holding period
- 1.8 yrs
Sc US (ttgp), Ltd. is an investment manager that reported 18 positions worth $31.8B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Space Exploration Techn Corp (SPCX, 65.8%), Doordash Inc (DASH, 18.3%), Maplebear Inc (CART, 4.2%). A portfolio copying its top holdings returned 22.1% a year over the last 3 years, against 20.4% for the S&P 500.
Sc US (ttgp), Ltd. holdings all 18 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| SPCXSpace Exploration Techn Corp | 65.8% | — | $20.9B |
| DASHDoordash Inc | 18.3% | +0.0% | $5.8B |
| CARTMaplebear Inc | 4.2% | +0.0% | $1.3B |
| KLARKlarna Group PLC | 3.5% | +0.0% | $1.1B |
| UUnity Software Inc Com | 2.9% | +0.0% | $909.6M |
| PDDPdd Holdings Inc | 2.1% | +0.0% | $674.4M |
| FIGFigma Inc | 1.5% | +0.0% | $483.5M |
| BBIOBridgebio Pharma Inc | 0.4% | +0.0% | $138.6M |
| YMMFull Truck ADR | 0.3% | +0.0% | $106.0M |
| SQBlock Inc | 0.2% | +0.0% | $75.3M |
| ABNBAirbnb Inc | 0.2% | +0.0% | $73.1M |
| AURAurora Innovation Cl A | 0.2% | +0.0% | $60.1M |
| BEKEKe Hldgs Inc | 0.1% | +0.0% | $31.9M |
| CHYMChime Financial Inc | 0.1% | +0.0% | $29.7M |
| TSLATesla Inc | 0.1% | — | $23.3M |
| AMPLAmplitude Inc | 0.1% | +0.0% | $21.4M |
| BTDRBitdeer Technologies Group | 0.0% | +0.0% | $2.2M |
| MDBMongodb Inc | 0.0% | +0.0% | $909K |
What Sc US (ttgp), Ltd. bought and sold in Q2 2026, against Q1 2026.
New positions
- SPCX Space Exploration Techn Corp65.8% of 13F
- TSLA Tesla Inc0.1% of 13F
Added to
No position grew by more than 5%.
Reduced
No position shrank by more than 5%.
Sold out
- Unity Software Incwas 0.7%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- -12.5% /yr
- S&P 500 +20.1%
- 3 years
- +22.1% /yr
- S&P 500 +20.4%
- 5 years
- -1.9% /yr
- S&P 500 +11.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $31.8B | 18 |
| Q1 2026 | $9.2B | 17 |
| Q4 2025 | $14.0B | 16 |
| Q3 2025 | $16.1B | 16 |
| Q2 2025 | $12.7B | 15 |
| Q1 2025 | $10.5B | 14 |
| Q4 2024 | $12.3B | 15 |
| Q3 2024 | $13.6B | 16 |
| Q2 2024 | $12.3B | 17 |
| Q1 2024 | $13.5B | 21 |
| Q4 2023 | $12.1B | 22 |
| Q3 2023 | $10.9B | 23 |
Questions about Sc US (ttgp), Ltd.'s portfolio
What stocks does Sc US (ttgp), Ltd. own?
Sc US (ttgp), Ltd.'s latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 18 positions worth $31.8B. The largest are Space Exploration Techn Corp (SPCX) at 65.8%, Doordash Inc (DASH) at 18.3%, Maplebear Inc (CART) at 4.2%, Klarna Group PLC (KLAR) at 3.5% and Unity Software Inc Com (U) at 2.9%.
What did Sc US (ttgp), Ltd. buy last quarter?
In Q2 2026, Sc US (ttgp), Ltd. added a new position in Space Exploration Techn Corp (SPCX) and a new position in Tesla Inc (TSLA), compared with its Q1 2026 filing.
What did Sc US (ttgp), Ltd. sell last quarter?
In Q2 2026, Sc US (ttgp), Ltd. sold all of Unity Software Inc, compared with its Q1 2026 filing.
How has Sc US (ttgp), Ltd.'s portfolio performed?
A portfolio copying Sc US (ttgp), Ltd.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +22.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: -12.5% against +20.1%. Over 5 years: -1.9% a year against +11.6%.
When is Sc US (ttgp), Ltd.'s next 13F filing due?
13F filings are due 45 days after each quarter ends. Sc US (ttgp), Ltd.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.