1y return−23.8%S&P 500 +20.9%
3y return+35.2%S&P 500 +68.5%
5y return−25.4%S&P 500 +74.5%
10y return+74.6%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $175 against $357 in the S&P 500.2
Sc Us (ttgp), Ltd.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SPCXSpace Exploration Techn Corp | $20.9B | 65.8% | New |
| DASHDoordash Inc | $5.8B | 18.3% | |
| CARTMaplebear Inc | $1.3B | 4.2% | |
| Klarna Group PLCCUSIP G5279N105 | $1.1B | 3.5% | |
| UUnity Software Inc | $909.6M | 2.9% | |
| PDDPdd Holdings Inc | $674.4M | 2.1% | |
| FIGFigma Inc | $483.5M | 1.5% | |
| BBIOBridgebio Pharma Inc | $138.6M | 0.4% | |
| YMMFull Truck Alliance Co Ltd | $106.0M | 0.3% | |
| XYZBlock Inc | $75.3M | 0.2% | |
| ABNBAirbnb Inc | $73.1M | 0.2% | |
| AURAurora Innovation Inc | $60.1M | 0.2% | |
| BEKEKe Hldgs Inc | $31.9M | 0.1% | |
| CHYMChime Finl Inc | $29.7M | 0.1% | |
| TSLATesla Inc | $23.3M | 0.1% | New |
| AMPLAmplitude Inc | $21.4M | 0.1% | |
| Bitdeer Technologies GroupCUSIP G11448100 | $2.2M | 0.0% | |
| MDBMongodb Inc | $909K | 0.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| BBIOBridgebio Pharma Inc | June 30, 2020 | +128.4% | $138.6M |
| AURAurora Innovation Inc | December 31, 2025 | +77.6% | $60.1M |
| CARTMaplebear Inc | September 30, 2023 | +59.5% | $1.3B |
| Bitdeer Technologies GroupCUSIP G11448100 | June 30, 2023 | +41.7% | $2.2M |
| MDBMongodb Inc | March 31, 2026 | +37.2% | $909K |
| DASHDoordash Inc | December 31, 2020 | +29.3% | $5.8B |
| ABNBAirbnb Inc | December 31, 2025 | +5.4% | $73.1M |
| YMMFull Truck Alliance Co Ltd | December 31, 2021 | −3.0% | $106.0M |
| PDDPdd Holdings Inc | June 30, 2020 | −11.1% | $674.4M |
| XYZBlock Inc | June 30, 2020 | −27.6% | $75.3M |
Sold off last quarter
- Unity Software IncCUSIP 91332UAB7 was $60.0M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +18.5% | +14.8% |
| March 31, 2026 | −34.4% | −4.6% |
| December 31, 2025 | −12.6% | +2.4% |
| September 30, 2025 | +12.1% | +7.8% |
| June 30, 2025 | +25.0% | +10.5% |
| March 31, 2025 | +3.1% | −4.6% |
| December 31, 2024 | +1.4% | +2.1% |
| September 30, 2024 | +13.8% | +5.4% |
| June 30, 2024 | −8.6% | +4.0% |
| March 31, 2024 | +13.9% | +10.0% |
| December 31, 2023 | +22.2% | +11.2% |
| September 30, 2023 | −6.2% | −3.6% |
| June 30, 2023 | +27.5% | +8.3% |
| March 31, 2023 | +16.2% | +7.0% |
| December 31, 2022 | −7.7% | +7.1% |
| September 30, 2022 | +0.5% | −5.3% |
| June 30, 2022 | −45.1% | −16.5% |
| March 31, 2022 | −25.3% | −4.9% |
| December 31, 2021 | −12.2% | +10.7% |
| September 30, 2021 | +11.5% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Sc Us (ttgp), Ltd. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1607841&type=13F-HR&dateb=&owner=include&count=40CIK 1607841
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1607841/000119312526350453/Filed August 14, 2026 · accession 0001193125-26-350453