SC US (TTGP), LTD.

Q3 2022 13F-HR Holdings

Location
Menlo Park, CA
Holdings as of
9/30/2022
Date filed
11/14/2022
Form type
13F-HR
Num holdings
23
Total value ($000)
$8,641,761
Net value change ($000)
+71,047 (0.8%)
New positions
1
Sold out positions
0
Turnover %
1.1%
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 Q2 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)
SNOW 405,357 20.8%
NU 326,713 15.7%
DDOG 93,866 NEW
HOOD 32,172 22.9%
ABNB 14,291 18.5%
AMPL 3,303 8.3%
PDD 2,730 1.3%
BBIO 1,600 9.5%
RBLX 404 24.3%
AUR 150 15.7%
Top Reduces (Value $000, Stocks/ETFs)
DASH -527,792 -22.9%
U -136,662 -13.5%
YMM -80,846 -27.7%
PATH -48,170 -30.7%
Embark Technology, Inc. -7,111 -26.5%
BEKE -4,715 -2.4%
Bruker Cellular Analysis, Inc. -2,461 -42.5%
Bird Global, Inc. -1,022 -19.0%
FRSH -520 -1.4%
EB -137 -40.8%
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