SC US (TTGP), LTD.

SC US (TTGP), LTD. declares $20.9B in 3 of the 230 AI and semiconductor companies tracked on Silicon Floor, as of Jun 30, 2026 (Form 13F): 65.7% of its $31.9B 13F portfolio. Largest positions: SpaceX (0.45% of the company) and Bitdeer (0.06% of the company). Over time: $20.9B in 3 of these companies for Q2 2026, against $4.4B in 1 for Q3 2020 (13F values as filed).

Performance of its AI picks

The AI-stock portfolio SC US (TTGP), LTD. declared for Q2 2026 (Form 13F), held unchanged, returned -11.7% in Q3 2026 (SMH -7.1%). Over the last 12 months, quarter after quarter: +8.4% (SMH +87.2%). Over three years, quarter after quarter: +50.4% (SMH +325.8%). Over five years, quarter after quarter: -26.4% (SMH +389.8%). Trades made during a quarter are not visible in 13F filings: this measures its declared picks, not the return of its funds.

Largest positions

SpaceX (SPCX): $20.9B, 122.5M shares, 0.45% of the company, 65.6% of its portfolio
Bitdeer (BTDR): $2.2M, 138,168 shares, 0.06% of the company, 0.01% of its portfolio; held since Q2 2023
MongoDB (MDB): $908,945.00, 2,706 shares, 0.00% of the company, 0.00% of its portfolio; held since Q1 2026

By sector

Cloud & AI giants: $20.9B, 100% of its AI holdings, 1 company
Neoclouds & data centers: $2.2M, 0% of its AI holdings, 1 company
AI software: $908,945.00, 0% of its AI holdings, 1 company

Other holders of this size

FRED ALGER MANAGEMENT, LLC: $20.8B in 86 of these companies
Winslow Capital Management, LLC: $21.0B in 33 of these companies
Capricorn Investment Group LLC: $20.8B in 2 of these companies
Boston Partners: $21.1B in 69 of these companies
CREDIT AGRICOLE S A: $20.7B in 157 of these companies
1832 Asset Management L.P.: $21.3B in 95 of these companies
Mitsubishi UFJ Trust & Banking Corp: $20.6B in 180 of these companies
Qube Research & Technologies Ltd: $21.5B in 137 of these companies

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