MENLO PARK, CA · CIK 0001607841
Sequoia Capital
SC US (TTGP), LTD.
Portfolio value
$10.57B
| # | Issuer | Ticker | Weight | Value | Shares / Prin | QoQ |
|---|---|---|---|---|---|---|
| 1 | DOORDASH INC Cl Com A | DASH |
53.9%
|
$5.70B | 31,198,373 SH | reduced -1% |
| 2 | PDD HOLDINGS INC ADR | PDD |
11.9%
|
$1.25B | 10,592,635 SH | unchanged |
| 3 | NUBANK Class A | G6683N103 |
10.6%
|
$1.12B | 109,190,574 SH | reduced -53% |
| 4 | MAPLEBEAR INC | CART |
10.6%
|
$1.12B | 28,018,858 SH | unchanged |
| 5 | UNITY SOFTWARE INC | U |
5.9%
|
$625.6M | 31,934,442 SH | reduced -0% |
| 6 | DATADOG INC Class A | DDOG |
2.2%
|
$237.1M | 2,389,407 SH | unchanged |
| 7 | FULL TRUCK ALLIANCE CO LTD ADR | YMM |
1.6%
|
$166.7M | 13,057,904 SH | unchanged |
| 8 | BRIDGEBIO PHARMA INC | BBIO |
0.6%
|
$64.3M | 1,860,364 SH | unchanged |
| 9 | AIRBNB INC Class A | ABNB |
0.6%
|
$61.1M | 511,074 SH | reduced -1% |
| 10 | UNITY SOFTWARE INC Debt | U |
0.6%
|
$60.0M | 60,000,000 PRN | unchanged |
| 11 | BLOCK INC Class A | XYZ |
0.5%
|
$53.8M | 990,778 SH | unchanged |
| 12 | BEIKE (KE HOLDINGS) ADR | BEKE |
0.4%
|
$44.1M | 2,192,982 SH | unchanged |
| 13 | FRESHWORKS INC Class A | FRSH |
0.4%
|
$40.7M | 2,885,303 SH | unchanged |
| 14 | AMPLITUDE INC Class A | AMPL |
0.3%
|
$28.5M | 2,798,951 SH | unchanged |
| 15 | BITDEER TECHNOLOGIES GROUP Class A | BTDR |
0.0%
|
$1.2M | 138,168 SH | unchanged |
New this quarter
No new positions.
Exited this quarter
| Issuer | Ticker | Prior value | Prior shares |
|---|---|---|---|
| SNOWFLAKE INC | SNOW | $918.6M | 5,949,377 |