Generalist · Menlo Park, CA
Sc US (ttgp)
Q4 2025 · compared with Q3 2025
Filed as Sc US (ttgp), LTD.
- Software
- $2.6B
- Weight of 13F
- 18.9%
- Names
- 8
- Net bought
- −$341M
Filed 13 February 2026 · SEC filing.
16 positions in the whole 13F.
Quarters on file
Each quarter on file, back to June 2016 when the filing exists. Net bought is the share change from the previous quarter at that quarter’s close. A split that leaves the dollar value in place counts as flat.
- Q2 20268 names$1.6BFlat
- Q1 20268 names$1.5B+$39.5M
- Q4 20258 names$2.6B−$341M
- Q3 20259 names$3.3B+$1.3B
- Q2 20258 names$1.4B+$49.9M
- Q1 20257 names$1.2B−$921M
- Q4 20248 names$2.3B−$180M
- Q3 20248 names$2.1B+$24.6M
- Q2 20248 names$2.1B+$91.6M
- Q1 20248 names$2.5B−$86.9M
- Q4 20238 names$3.3B−$860M
- Q3 20239 names$3.4B−$7.8M
- Q2 20239 names$4.1B−$79.3M
- Q1 20238 names$3.5B−$54.9M
- Q4 20228 names$3.3B+$53.9M
- Q3 20228 names$3.7B+$78.2M
- Q2 20227 names$3.5B+$356M
- Q1 20227 names$6.1B+$1.1B
- Q4 20216 names$7.9B−$128M
- Q3 20215 names$7.4B+$16.1M
- Q2 20214 names$6.4B−$1.4B
- Q1 20213 names$7.3B+$4.9B
- Q4 20202 names$5.1B−$4.4B
- Q3 20203 names$7.3B+$7.3B
- Q2 20201 name$300K−$104M
- Q1 20202 names$104M−$163M
- Q4 20192 names$298M−$190M
- Q3 20193 names$468M+$195M
- Q2 20192 names$386M+$288M
- Q1 20192 names$101M−$344M
- Q4 20183 names$420M+$353M
- Q3 20182 names$178M+$794K
- Q2 20181 name$110M+$43.8M
- Q1 20181 name$44.3MFlat
- Q4 20171 name$31.2MFlat
- Q3 20171 name$25.9MFlat
- Q2 20171 name$21.1M+$14.9M
- Q1 20171 name$693KFlat
- Q4 20161 name$546KFlat
- Q3 20160 names$0Flat
- Q2 20161 name$115K—
Software held
- UnityU31,920,048 shares · 53.4% of their software · price +$132M$1.4BFlat
- Figma, Inc.FIG25,261,320 shares · 35.7% of their software · price −$366M$944MFlat
- Full Truck Alliance Co. Ltd.YMM13,057,904 shares · 5.3% of their software · price −$29.2M$140MFlat
- Block, Inc.XYZ990,778 shares · 2.4% of their software · price −$7.1M$64.5MFlat
- Chime Financial, Inc.CHYM1,449,730 shares · 1.4% of their software · price +$7.2M$36.5MFlat
- AmplitudeAMPL2,798,951 shares · 1.2% of their software · price +$2.4M$32.4MFlat
- Via Transportation, Inc.VIA421,915 shares · 0.5% of their software · price −$8.0M$12.2MFlat
- Bitdeer Technologies GroupBTDR138,168 shares · 0.1% of their software · price −$812K$1.5MFlat