13F HOLDINGS REPORT
SCEP Management Ltd
Quarter ended Q1 2023 · Filed February 13, 2023 · Accession 0001822015-23-000003
Total Value
$400.0M
Positions
7
Other Managers
0
Confidential Omitted
No
Holdings (7)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | KE HLDGS INC | BEKE | 10,000,000 | $139.6M | 34.90% |
| 2 | ALIBABA GROUP HLDG LTD | BBAAY | 1,000,000 | $88.1M | 22.02% |
| 3 | BAIDU INC | BAIDF | 766,174 | $87.6M | 21.91% |
| 4 | FULL TRUCK ALLIANCE CO LTD | YMM | 5,000,000 | $40.0M | 10.00% |
| 5 | ZTO EXPRESS CAYMAN INC | ZTOEF | 1,000,000 | $26.9M | 6.72% |
| 6 | PINDUODUO INC | PDD | 200,000 | $16.3M | 4.08% |
| 7 | AGORA INC | API | 390,000 | $1.5M | 0.38% |