MENLO PARK, CA · CIK 0001607841
Sequoia Capital
SC US (TTGP), LTD.
Portfolio value
$14.01B
| # | Issuer | Ticker | Weight | Value | Shares / Prin | QoQ |
|---|---|---|---|---|---|---|
| 1 | DOORDASH INC Class A | DASH |
51.2%
|
$7.18B | 31,686,624 SH | increased +2% |
| 2 | KLARNA GROUP PLC | KLAR |
11.4%
|
$1.59B | 55,029,211 SH | unchanged |
| 3 | UNITY SOFTWARE INC | U |
10.1%
|
$1.41B | 31,920,048 SH | reduced -0% |
| 4 | MAPLEBEAR INC | CART |
9.0%
|
$1.26B | 27,995,267 SH | reduced -0% |
| 5 | PDD HOLDINGS INC ADR | PDD |
7.2%
|
$1.00B | 8,841,576 SH | unchanged |
| 6 | FIGMA INC Class A | FIG |
6.7%
|
$944.0M | 25,261,320 SH | unchanged |
| 7 | BRIDGEBIO PHARMA INC | BBIO |
1.0%
|
$142.3M | 1,860,364 SH | unchanged |
| 8 | FULL TRUCK ALLIANCE CO LTD ADR | YMM |
1.0%
|
$140.1M | 13,057,904 SH | unchanged |
| 9 | AIRBNB INC Class A | ABNB |
0.5%
|
$69.3M | 510,666 SH | new |
| 10 | BLOCK INC Class A | XYZ |
0.5%
|
$64.5M | 990,778 SH | unchanged |
| 11 | UNITY SOFTWARE INC Debt | U |
0.4%
|
$60.0M | 60,000,000 PRN | unchanged |
| 12 | CHIME FINL INC Class A | CHYM |
0.3%
|
$36.5M | 1,449,730 SH | increased +0% |
| 13 | KE HLDGS INC ADR | BEKE |
0.2%
|
$34.6M | 2,192,982 SH | unchanged |
| 14 | AURORA INNOVATION INC Class A | AUR |
0.2%
|
$33.8M | 8,809,941 SH | new |
| 15 | AMPLITUDE INC Class A | AMPL |
0.2%
|
$32.4M | 2,798,951 SH | unchanged |
| 16 | VIA TRANSN INC Class A | VIA |
0.1%
|
$12.2M | 421,915 SH | unchanged |
| 17 | BITDEER TECHNOLOGIES GROUP Class A | BTDR |
0.0%
|
$1.5M | 138,168 SH | unchanged |
New this quarter
| Issuer | Ticker | Value | Shares |
|---|---|---|---|
| AIRBNB INC | ABNB | $69.3M | 510,666 |
| AURORA INNOVATION INC | AUR | $33.8M | 8,809,941 |
Exited this quarter
| Issuer | Ticker | Prior value | Prior shares |
|---|---|---|---|
| DATADOG INC | DDOG | $340.3M | 2,389,407 |
| AIRBNB INC | ABNB | $62.0M | 510,666 |