SC US (TTGP) (Jon Winkelried & Jim Coulter) latest 13F portfolio: 19 holdings worth $31.8B as of Q2 2026.
Backtested since 2020: mirroring SC US (TTGP)'s reported 13F equity holdings each quarter would have returned +57.2% versus +186.7%for the S&P 500 (+7.4% annualized). See the Performance tab for the full equity curve.
Investor: Jon Winkelried & Jim Coulter
Number of Assets: 19
Reporting Period: Q2 - 2026
Holdings at Report: $31,829,988,253
Return $ Since Report: -$1,811,379,243
Return % Since Report: -5.69%
Company | Position | Activity | Shares | Port. % | Rep. Price | Curr. Price | Rep. Value | Curr. Value | Return Value | Return % |
|---|---|---|---|---|---|---|---|---|---|---|
| Airbnb Inc. (ABNB) | Equity | 0% | 510,666 | 0.23% | $143.10 | $166.84 | $73,076,305 | $85,199,515 | +$12,123,210 | +16.59% |
| KE Holdings Inc. (BEKE) | Equity | 0% | 2,192,982 | 0.10% | $14.53 | $16.57 | $31,864,028 | $36,337,712 | +$4,473,684 | +14.04% |
| Klarna Group PLC (KLAR) | Equity | 0% | 55,029,211 | 3.50% | $20.24 | $13.68 | $1,113,791,230 | $752,799,606 | -$360,991,624 | -32.41% |
| Figma INC (FIG) | Equity | +0.00% | 26,728,172 | 1.52% | $18.09 | $22.33 | $483,512,631 | $596,840,081 | +$113,327,450 | +23.44% |
| Maplebear Inc. (CART) | Equity | 0% | 27,928,385 | 4.15% | $47.35 | $45.56 | $1,322,409,030 | $1,272,417,221 | -$49,991,809 | -3.78% |
| Aurora Innovation Inc. (AUR) | Equity | 0% | 8,809,941 | 0.19% | $6.82 | $6.51 | $60,083,797 | $57,352,716 | -$2,731,081 | -4.55% |
| Chime Financial Inc. (CHYM) | Equity | 0% | 1,449,730 | 0.09% | $20.48 | $29.92 | $29,690,471 | $43,375,922 | +$13,685,451 | +46.09% |
| PDD Holdings Inc. (PDD) | Equity | 0% | 8,841,576 | 2.12% | $76.28 | $79.30 | $674,435,418 | $701,092,769 | +$26,657,351 | +3.95% |
| Unity Software Inc. (U) | Equity | 0% | 31,824,924 | 2.86% | $28.58 | $43.21 | $909,556,328 | $1,375,154,966 | +$465,598,638 | +51.19% |
| Amplitude Inc. (AMPL) | Equity | 0% | 2,798,951 | 0.07% | $7.65 | $13.43 | $21,411,976 | $37,589,912 | +$16,177,936 | +75.56% |
| Bitdeer Technologies Group (BTDR) | Equity | 0% | 138,168 | 0.01% | $15.87 | $13.14 | $2,192,726 | $1,815,528 | -$377,198 | -17.20% |
| Full Truck Alliance Co. Ltd. (YMM) | Equity | 0% | 13,057,904 | 0.33% | $8.12 | $8.20 | $106,030,180 | $107,074,813 | +$1,044,633 | +0.99% |
| Block Inc. (XYZ) | Equity | 0% | 990,778 | 0.24% | $76.00 | $77.91 | $75,299,128 | $77,191,514 | +$1,892,386 | +2.51% |
| Bridgebio Pharma Inc. (BBIO) | Equity | 0% | 1,860,364 | 0.44% | $74.48 | $66.58 | $138,559,911 | $123,863,035 | -$14,696,876 | -10.61% |
| Doordash Inc. (DASH) | Equity | 0% | 31,595,084 | 18.32% | $184.53 | $193.83 | $5,830,240,851 | $6,124,075,132 | +$293,834,281 | +5.04% |
| Mongodb Inc. (MDB) | Equity | 0% | 2,706 | 0.00% | $335.90 | $407.30 | $908,945 | $1,102,154 | +$193,209 | +21.26% |
| Space Exploration Techn corp (SPCX) | Equity | +100% | 122,519,145 | 65.77% | $170.86 | $151.85 | $20,933,621,114 | $18,604,532,168 | -$2,329,088,946 | -11.13% |
| Tesla Inc. (TSLA) | Equity | 0% | 55,407 | 0.07% | $420.60 | $375.30 | $23,304,184 | $20,794,247 | -$2,509,937 | -10.77% |
| Unity Software Inc. | Bond | 0% | 60,000,000 | N/A | $1.00 | N/A | $60,000,000 | N/A | N/A | N/A |