SC US (TTGP), LTD.
Q2 2022 13F-HR Holdings
Net value change ($000)
-7,062,184
(-45.2%)
New positions
2
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown
Snapshot: Change Analysis
Compared to Q1 2022
Methodology:
sector metrics are equities-only;
instrument mix chart is ex-options;
options exposure is shown separately.
Why this matters.
Top Adds (Value $000, Stocks/ETFs)
| YMM | 76,981 | 35.8% |
| PDD | 75,915 | 54.1% |
| BEKE | 61,184 | 45.1% |
| RBLX | 1,664 | NEW |
| SKIL | 42 | NEW |
Top Reduces (Value $000, Stocks/ETFs)
| NU | -2,210,674 | -51.6% |
| DASH | -1,901,057 | -45.2% |
| U | -1,431,255 | -58.5% |
| SNOW | -1,193,381 | -38.0% |
| Embark Technology, Inc. | -286,165 | -91.4% |
| HOOD | -90,528 | -39.2% |
| ABNB | -70,170 | -47.6% |
| PATH | -29,353 | -15.7% |
| Bird Global, Inc. | -24,781 | -82.2% |
| FRSH | -13,763 | -26.6% |
Instrument mix + QoQ Δ (ex-options)
How this table is calculated:
SEC
VALUE ($000) is used as reported.
For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received.
Column % is bucket-based:
non-options share is calculated inside non-option total, options share is calculated inside options total.
Details.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|