Portfolio

What does Sequoia Capital (SC US (TTGP), Ltd.) own?

Sequoia Capital (SC US (TTGP), Ltd.) reported 12 long equity positions worth $30.1B for the quarter ending Jun 30, 2026. The largest is SPCX at 70% of reported value. The ten largest positions make up 100% of the portfolio. Against the prior quarter it added to 3 positions, trimmed 0 and sold out of 0. The latest 13F was filed Aug 14, 2026.

Largest positionsValue · weight

Sector tilt

Which sectors does Sequoia Capital (SC US (TTGP), Ltd.) lean on?

Industrials (70%) and Transportation (19%) are the two largest sectors by reported value.

Industrials70%
Transportation19%
Consumer Cyclical4.7%
Financial Services3.8%
Technology2.1%
Healthcare0.5%

By share of reported value, across 12 classified tickers.

Quarter changes

What did Sequoia Capital (SC US (TTGP), Ltd.) buy and sell last quarter?

Largest additions last quarterEst. value

Ownership stakes

Where is Sequoia Capital (SC US (TTGP), Ltd.) a major shareholder?

14.1%of Klarna Group plc's shares outstanding

By shares outstanding, Sequoia Capital (SC US (TTGP), Ltd.) owns 14.1% of Klarna Group plc, 11.8% of Maplebear Inc. and 7.2% of DoorDash, Inc..

KLAR ownership: 14.1% $1.1B
CART ownership: 11.8% $1.3B
DASH ownership: 7.2% $5.8B

Reported value

How has Sequoia Capital (SC US (TTGP), Ltd.)'s 13F value moved?

Reported value went from $13.4B to $30.1B over 4 quarters. It moves with prices and with buying and selling, so it is not a fund return.

$13.4BSep 2025

$11.3BDec 2025

$7.4BMar 2026

$30.1BJun 2026

Latest 13F

What Sequoia Capital (SC US (TTGP), Ltd.) changed in its latest 13F

Company	Change	Shares vs prior	Est. value	Filed
Space Exploration Technologies Corp. SPCX	New position	New	$20.9B	Aug 14, 2026
Tesla, Inc. TSLA	New position	New	$23.3M	Aug 14, 2026
Figma Inc. Class A FIG	Added	+0.0%	$18	Aug 14, 2026

Sequoia Capital (SC US (TTGP), Ltd.)·13F Holdings