MENLO PARK, CA · CIK 0001607841
Sequoia Capital
SC US (TTGP), LTD.
Portfolio value
$9.25B
| # | Issuer | Ticker | Weight | Value | Shares / Prin | QoQ |
|---|---|---|---|---|---|---|
| 1 | Doordash Inc Class A | DASH |
51.3%
|
$4.74B | 31,595,084 SH | reduced -0% |
| 2 | MAPLEBEAR INC | CART |
11.3%
|
$1.05B | 27,928,385 SH | reduced -0% |
| 3 | PDD HOLDINGS INC ADR | PDD |
9.8%
|
$903.4M | 8,841,576 SH | unchanged |
| 4 | Klarna Group PLC | KLAR |
7.8%
|
$720.3M | 55,029,211 SH | unchanged |
| 5 | UNITY SOFTWARE INC | U |
7.6%
|
$698.2M | 31,824,924 SH | reduced -0% |
| 6 | FIGMA INC Class A | FIG |
6.1%
|
$565.0M | 26,728,171 SH | increased +6% |
| 7 | BRIDGEBIO PHARMA INC | BBIO |
1.5%
|
$138.2M | 1,860,364 SH | unchanged |
| 8 | FULL TRUCK ALLIANCE CO LTD ADR | YMM |
1.2%
|
$108.4M | 13,057,904 SH | unchanged |
| 9 | AIRBNB INC Class A | ABNB |
0.7%
|
$64.5M | 510,666 SH | unchanged |
| 10 | UNITY SOFTWARE INC Debt | U |
0.6%
|
$60.0M | 60,000,000 SH | unchanged |
| 11 | BLOCK INC Class A | XYZ |
0.6%
|
$59.6M | 990,778 SH | unchanged |
| 12 | AURORA INNOVATION INC Class A | AUR |
0.4%
|
$36.3M | 8,809,941 SH | unchanged |
| 13 | KE HLDGS INC ADR | BEKE |
0.4%
|
$32.8M | 2,192,982 SH | unchanged |
| 14 | CHIME FINL INC Class A | CHYM |
0.3%
|
$27.2M | 1,449,730 SH | unchanged |
| 15 | Tesla Inc. | TSLA |
0.2%
|
$20.6M | 55,407 PRN | new |
| 16 | AMPLITUDE INC Class A | AMPL |
0.2%
|
$19.1M | 2,798,951 SH | unchanged |
| 17 | BITDEER TECHNOLOGIES GROUP Class A | BTDR |
0.0%
|
$1.2M | 138,168 SH | unchanged |
| 18 | MONGODB INC Class A | MDB |
0.0%
|
$662K | 2,706 SH | new |
New this quarter
| Issuer | Ticker | Value | Shares |
|---|---|---|---|
| Tesla Inc. | TSLA | $20.6M | 55,407 |
| MONGODB INC | MDB | $662K | 2,706 |
Exited this quarter
| Issuer | Ticker | Prior value | Prior shares |
|---|---|---|---|
| VIA TRANSN INC | VIA | $12.2M | 421,915 |