MENLO PARK, CA · CIK 0001607841
Sequoia Capital
SC US (TTGP), LTD.
Portfolio value
$12.40B
| # | Issuer | Ticker | Weight | Value | Shares / Prin | QoQ |
|---|---|---|---|---|---|---|
| 1 | DOORDASH INC Class A | DASH |
42.6%
|
$5.28B | 31,458,199 SH | — |
| 2 | NU HLDGS LTD Class A | G6683N103 |
19.6%
|
$2.43B | 234,332,004 SH | — |
| 3 | MAPLEBEAR INC | CART |
9.4%
|
$1.16B | 28,018,858 SH | — |
| 4 | PDD HOLDINGS INC ADR | PDD |
8.3%
|
$1.03B | 10,592,635 SH | — |
| 5 | SNOWFLAKE INC Class A | SNOW |
7.4%
|
$918.6M | 5,949,377 SH | — |
| 6 | UNITY SOFTWARE INC | U |
5.8%
|
$719.7M | 32,028,504 SH | — |
| 7 | DATADOG INC Class A | DDOG |
2.8%
|
$341.4M | 2,389,407 SH | — |
| 8 | FULL TRUCK ALLIANCE CO LTD ADR | YMM |
1.1%
|
$141.3M | 13,057,904 SH | — |
| 9 | BLOCK INC Class A | XYZ |
0.7%
|
$84.2M | 990,778 SH | — |
| 10 | AIRBNB INC Class A | ABNB |
0.5%
|
$67.6M | 514,199 SH | — |
| 11 | UNITY SOFTWARE INC Debt | U |
0.5%
|
$60.0M | 60,000,000 PRN | — |
| 12 | BRIDGEBIO PHARMA INC | BBIO |
0.4%
|
$51.0M | 1,860,364 SH | — |
| 13 | FRESHWORKS INC Class A | FRSH |
0.4%
|
$46.7M | 2,885,303 SH | — |
| 14 | Beike (KE Holdings) ADR | BEKE |
0.3%
|
$40.4M | 2,192,982 SH | — |
| 15 | AMPLITUDE INC Class A | AMPL |
0.2%
|
$29.5M | 2,798,951 SH | — |
| 16 | BITDEER TECHNOLOGIES GROUP Class A | BTDR |
0.0%
|
$3.0M | 138,168 SH | — |
New this quarter
No new positions.
Exited this quarter
No exits.