SC US (TTGP) (Jon Winkelried & Jim Coulter) latest 13F portfolio: 18 holdings worth $9.2B as of Q1 2026.
Backtested since 2020: mirroring SC US (TTGP)'s reported 13F equity holdings each quarter would have returned +53.4% versus +184.6%for the S&P 500 (+7.1% annualized). See the Performance tab for the full equity curve.
Investor: Jon Winkelried & Jim Coulter
Number of Assets: 18
Reporting Period: Q1 - 2026
Holdings at Report: $9,185,702,535
Return $ Since Report: +$3,177,246,214
Return % Since Report: +34.59%
Company | Position | Activity | Shares | Port. % | Rep. Price | Curr. Price | Rep. Value | Curr. Value | Return Value | Return % |
|---|---|---|---|---|---|---|---|---|---|---|
| Unity Software Inc. | Bond | 0% | 60,000,000 | N/A | $1.00 | N/A | $60,000,000 | N/A | N/A | N/A |
| Figma INC (FIG) | Equity | +5.81% | 26,728,171 | 6.15% | $21.14 | $23.41 | $565,033,534 | $625,572,842 | +$60,539,308 | +10.71% |
| Airbnb Inc. (ABNB) | Equity | 0% | 510,666 | 0.70% | $126.28 | $149.73 | $64,486,902 | $76,462,020 | +$11,975,118 | +18.57% |
| Aurora Innovation Inc. (AUR) | Equity | 0% | 8,809,941 | 0.40% | $4.12 | $6.76 | $36,296,957 | $59,555,201 | +$23,258,244 | +64.08% |
| Full Truck Alliance Co. Ltd. (YMM) | Equity | 0% | 13,057,904 | 1.18% | $8.30 | $9.48 | $108,380,603 | $123,723,640 | +$15,343,037 | +14.16% |
| Klarna Group PLC (KLAR) | Equity | 0% | 55,029,211 | 7.84% | $13.09 | $20.23 | $720,332,372 | $1,113,240,939 | +$392,908,567 | +54.55% |
| Mongodb Inc. (MDB) | Equity | +100% | 2,706 | 0.01% | $244.77 | $374.17 | $662,348 | $1,012,504 | +$350,156 | +52.87% |
| PDD Holdings Inc. (PDD) | Equity | 0% | 8,841,576 | 9.84% | $102.18 | $90.17 | $903,432,235 | $797,244,908 | -$106,187,327 | -11.75% |
| Tesla Inc. (TSLA) | Equity | +100% | 55,407 | 0.22% | $371.75 | $320.86 | $20,597,552 | $17,777,890 | -$2,819,662 | -13.69% |
| Unity Software Inc. (U) | Equity | -0.30% | 31,824,924 | 7.60% | $21.94 | $40.43 | $698,238,833 | $1,286,681,677 | +$588,442,844 | +84.28% |
| Amplitude Inc. (AMPL) | Equity | 0% | 2,798,951 | 0.21% | $6.82 | $10.69 | $19,088,846 | $29,917,987 | +$10,829,141 | +56.73% |
| KE Holdings Inc. (BEKE) | Equity | 0% | 2,192,982 | 0.36% | $14.97 | $16.90 | $32,828,941 | $37,050,431 | +$4,221,490 | +12.86% |
| Bitdeer Technologies Group (BTDR) | Equity | 0% | 138,168 | 0.01% | $8.65 | $10.93 | $1,195,153 | $1,510,176 | +$315,023 | +26.36% |
| Block Inc. (XYZ) | Equity | 0% | 990,778 | 0.65% | $60.18 | $79.27 | $59,625,020 | $78,538,972 | +$18,913,952 | +31.72% |
| Chime Financial Inc. (CHYM) | Equity | 0% | 1,449,730 | 0.30% | $18.73 | $33.23 | $27,153,443 | $48,174,528 | +$21,021,085 | +77.42% |
| Bridgebio Pharma Inc. (BBIO) | Equity | 0% | 1,860,364 | 1.50% | $74.26 | $83.28 | $138,150,631 | $154,931,114 | +$16,780,483 | +12.15% |
| Doordash Inc. (DASH) | Equity | -0.29% | 31,595,084 | 51.65% | $150.15 | $210.68 | $4,744,001,863 | $6,656,452,297 | +$1,912,450,434 | +40.31% |
| Maplebear Inc. (CART) | Equity | -0.24% | 27,928,385 | 11.39% | $37.46 | $44.94 | $1,046,197,302 | $1,255,101,622 | +$208,904,320 | +19.97% |