MENLO PARK, CA · CIK 0001607841
Sequoia Capital
SC US (TTGP), LTD.
Portfolio value
$16.21B
| # | Issuer | Ticker | Weight | Value | Shares / Prin | QoQ |
|---|---|---|---|---|---|---|
| 1 | DOORDASH INC Class A | DASH |
52.3%
|
$8.48B | 31,180,266 SH | reduced -0% |
| 2 | KLARNA GROUP PLC | KLAR |
12.4%
|
$2.02B | 55,029,211 SH | new |
| 3 | FIGMA INC Class A | FIG |
8.1%
|
$1.31B | 25,261,320 SH | new |
| 4 | UNITY SOFTWARE INC | U |
7.9%
|
$1.28B | 31,932,183 SH | unchanged |
| 5 | PDD HOLDINGS INC ADR | PDD |
7.2%
|
$1.17B | 8,841,576 SH | reduced -17% |
| 6 | MAPLEBEAR INC | CART |
6.4%
|
$1.03B | 28,015,968 SH | unchanged |
| 7 | DATADOG INC Class A | DDOG |
2.1%
|
$340.3M | 2,389,407 SH | unchanged |
| 8 | FULL TRUCK ALLIANCE CO LTD ADR | YMM |
1.0%
|
$169.4M | 13,057,904 SH | unchanged |
| 9 | BRIDGEBIO PHARMA INC | BBIO |
0.6%
|
$96.6M | 1,860,364 SH | unchanged |
| 10 | BLOCK INC Class A | XYZ |
0.4%
|
$71.6M | 990,778 SH | unchanged |
| 11 | AIRBNB INC Class A | ABNB |
0.4%
|
$62.0M | 510,666 SH | new |
| 12 | UNITY SOFTWARE INC Debt | U |
0.4%
|
$60.0M | 60,000,000 PRN | unchanged |
| 13 | KE HLDGS INC ADR | BEKE |
0.3%
|
$41.7M | 2,192,982 SH | unchanged |
| 14 | AMPLITUDE INC Class A | AMPL |
0.2%
|
$30.0M | 2,798,951 SH | unchanged |
| 15 | CHIME FNL INC Class A | CHYM |
0.2%
|
$29.2M | 1,447,810 SH | unchanged |
| 16 | VIA TRANSN INC Class A | VIA |
0.1%
|
$20.3M | 421,915 SH | new |
| 17 | BITDEER TECHNOLOGIES GROUP Class A | BTDR |
0.0%
|
$2.4M | 138,168 SH | unchanged |
New this quarter
| Issuer | Ticker | Value | Shares |
|---|---|---|---|
| KLARNA GROUP PLC | KLAR | $2.02B | 55,029,211 |
| FIGMA INC | FIG | $1.31B | 25,261,320 |
| AIRBNB INC | ABNB | $62.0M | 510,666 |
| VIA TRANSN INC | VIA | $20.3M | 421,915 |
Exited this quarter
| Issuer | Ticker | Prior value | Prior shares |
|---|---|---|---|
| NU HLDGS LTD | — | $998.6M | 72,785,016 |
| AIRBNB INC | ABNB | $67.6M | 511,074 |
| FRESHWORKS INC | FRSH | $43.0M | 2,885,303 |