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Livermore
Livermore
ZHEN

SC US (TTGP), Ltd.

SEC CIK
0001607841
Latest filing
Aug 14, 2026

The latest 13F from SC US (TTGP), Ltd. covers Q2 2026 (filed Aug 14, 2026): 19 long positions worth $31.9B. The top 10 holdings make up 99.1% of the portfolio, and the largest is Space Exploration Technologies Corp (SPCX) at 65.6%. Livermore has 24 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
1
Est. +$20.9B
Added
1
Est. +$18.09
Reduced
0
Sold out
0

Top 5 holdings

Share of this quarter's portfolio value

  1. SPCXSpace Exploration Technologies Corp
    65.6%$20.9BHistory
  2. DASHDoorDash, Inc.
    18.3%$5.83BHistory
  3. CARTMaplebear Inc.
    4.1%$1.32BHistory
  4. KLARKlarna Group plc
    3.5%$1.11BHistory
  5. UUnity Software Inc.
    2.9%$909.6MHistory

Biggest buys

New and added positions, by estimated amount bought

  1. SPCXSpace Exploration Technologies Corp
    +$20.9BNewHistory
  2. FIGFigma, Inc.
    +$18.09AddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. SPCXSpace Exploration Technologies Corp
    +65.64 pp0.0% → 65.6%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

None this quarter.

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

None this quarter.

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$31.9B
+$22.6B (+244.9%) vs. prior quarter
Positions
19
+1 vs. prior quarter
Top 10 concentration
99.1%
Top 10 as share of value
Turnover
0.0%
Q2 2026, one quarter
Average holding period
6.8 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $31.9B (Q2 2026)

Q1 2021: $16.7BQ2 2021: $15.7BQ3 2021: $17.9BQ4 2021: $20.1BQ1 2022: $15.6BQ2 2022: $8.57BQ3 2022: $8.64BQ4 2022: $7.58BQ1 2023: $8.48BQ2 2023: $10.6BQ3 2023: $10.9BQ4 2023: $12.1BQ1 2024: $13.5BQ2 2024: $12.4BQ3 2024: $13.7BQ4 2024: $12.4BQ1 2025: $10.6BQ2 2025: $14.1BQ3 2025: $16.2BQ4 2025: $14.0BQ1 2026: $9.25BQ2 2026: $31.9B
Q1 2021Q2 2026
13F filings of SC US (TTGP), Ltd. by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 14, 202619$31.9BSPCXDASHCARTvs. Q1 2026SEC
Q1 2026May 14, 202618$9.25BDASHCARTPDDvs. Q4 2025SEC
Q4 2025Feb 13, 202617$14.0BDASHKLARUvs. Q3 2025SEC
Q3 2025Nov 14, 202517$16.2BDASHKLARFIGvs. Q2 2025SEC
Q2 2025Aug 14, 202516$14.1BDASHUnity Software Inc.CARTvs. Q1 2025SEC
Q1 2025May 14, 202515$10.6BDASHPDDNUvs. Q4 2024SEC
Q4 2024Feb 14, 202516$12.4BDASHNUCARTvs. Q3 2024SEC
Q3 2024Nov 14, 202417$13.7BDASHNUPDDvs. Q2 2024SEC
Q2 2024Aug 14, 202418$12.4BDASHNUPDDvs. Q1 2024SEC
Q1 2024May 14, 202422$13.5BDASHNUCARTvs. Q4 2023SEC
Q4 2023Feb 14, 202423$12.1BDASHPDDNUvs. Q3 2023SEC
Q3 2023Dec 21, 2023Amended23$10.9BDASHSNOWNUvs. Q2 2023SEC
Q2 2023Aug 14, 202325$10.6BNUDASHSNOWvs. Q1 2023SEC
Q1 2023May 15, 202324$8.48BDASHSNOWNUvs. Q4 2022SEC
Q4 2022Feb 14, 202323$7.58BSNOWNUDASHvs. Q3 2022SEC
Q3 2022Nov 14, 202223$8.64BNUSNOWDASHvs. Q2 2022SEC
Q2 2022Aug 15, 202222$8.57BDASHNUSNOWvs. Q1 2022SEC
Q1 2022May 16, 202220$15.6BNUDASHSNOWvs. Q4 2021SEC
Q4 2021Feb 25, 2022Amended19$20.1BDASHNUSNOWvs. Q3 2021SEC
Q3 2021Nov 15, 202114$17.9BDASHSNOWUvs. Q2 2021SEC
Q2 2021Aug 16, 202115$15.7BDASHSNOWUvs. Q1 2021SEC
Q1 2021May 17, 202113$16.7BDASHSNOWU–SEC

13D and 13G filings

Companies where SC US (TTGP), Ltd. reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

6 companies, largest stake first.

Companies where SC US (TTGP), Ltd. owns 5% or more
CompanyLatest formStakeChangeFirst filedLatest filingFiling
LIFEEthos Technologies Inc.13G27.80%11.9M sharesNewMay 15, 20261 filingMay 15, 2026SEC
KLARKlarna Group plc13G14.60%55.0M sharesNewNov 13, 20251 filingNov 13, 2025SEC
AMPLAmplitude, Inc.13D/A9.90%10.2M shares–Feb 14, 20227 filingsFeb 25, 2025SEC
CARTMaplebear Inc.13D/A8.00%18.6M shares−1.50 ppfrom 9.50%Feb 14, 202411 filingsAug 17, 2026SEC
UUnity Software Inc.13G/A7.60%33.1M shares–Feb 14, 20233 filingsFeb 13, 2026SEC
FIGFigma, Inc.13G6.10%25.3M sharesNewNov 13, 20251 filingNov 13, 2025SEC

Latest filings

72 filings on file made by SC US (TTGP), Ltd. or listing it as a reporting person; the latest 20 are shown.

Schedule 13D and 13G filings by SC US (TTGP), Ltd.
CompanyFiled (ET)FormStakeChangeEvent dateFiling
CARTMaplebear Inc.Aug 17, 20265:51 PM ET13D/A8.00%18.6M shares−1.50 ppfrom 9.50%Aug 13, 2026SEC
CARTMaplebear Inc.Aug 12, 20264:30 PM ET13D/A9.50%21.9M shares−2.40 ppfrom 11.90%Aug 10, 2026SEC
LIFEEthos Technologies Inc.May 15, 20264:30 PM ET13G27.80%11.9M sharesNewMar 31, 2026SEC
EBEventbrite, Inc.May 15, 20264:30 PM ET13G/A0.00%0 shares–Below 5%Mar 31, 2026SEC
CARTMaplebear Inc.May 11, 20268:32 PM ET13D/A11.90%27.9M shares+1.20 ppfrom 10.70%May 7, 2026SEC
UUnity Software Inc.Feb 13, 20264:30 PM ET13G/A7.60%33.1M shares–Dec 31, 2025SEC
FIGFigma, Inc.Nov 13, 20257:00 PM ET13G6.10%25.3M sharesNewSep 30, 2025SEC
KLARKlarna Group plcNov 13, 20257:00 PM ET13G14.60%55.0M sharesNewSep 30, 2025SEC
FRSHFreshworks Inc.Jul 24, 20254:30 PM ET13D/A2.90%7.22M shares–Below 5%Jul 22, 2025SEC
CARTMaplebear Inc.Jun 3, 20257:35 PM ET13D/A10.70%28.0M shares–Jun 3, 2025SEC
NUNu Holdings Ltd.May 14, 20254:30 PM ET13G/A2.90%109.2M shares–Below 5%Mar 31, 2025SEC
AMPLAmplitude, Inc.Feb 25, 20259:23 PM ET13D/A9.90%10.2M shares–Feb 20, 2025SEC
CARTMaplebear Inc.Nov 21, 202413D/AOld format–––SEC
CFLTConfluent, Inc.Nov 5, 202413G/AOld format–––SEC
ABNBAirbnb, Inc.Nov 5, 202413G/AOld format–––SEC
MEHCQChrome Holding Co.Oct 21, 202413G/AOld format–––SEC
CARTMaplebear Inc.Sep 9, 202413D/AOld format–––SEC
CARTMaplebear Inc.Sep 4, 202413D/AOld format–––SEC
CARTMaplebear Inc.Aug 28, 202413D/AOld format–––SEC
CARTMaplebear Inc.Aug 13, 202413D/AOld format–––SEC