13F HOLDINGS REPORT
SCEP Management Ltd
Quarter ended Q1 2024 · Filed May 14, 2024 · Accession 0001822015-24-000003
Total Value
$532.0M
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | KE HLDGS INC | BEKE | 8,770,468 | $120.4M | 22.63% |
| 2 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 850,000 | $115.6M | 21.74% |
| 3 | IQIYI INC | IQ | 15,000,000 | $63.5M | 11.93% |
| 4 | TAL EDUCATION GROUP | TAL | 5,000,000 | $56.8M | 10.67% |
| 5 | FULL TRUCK ALLIANCE CO LTD | YMM | 5,683,727 | $41.3M | 7.77% |
| 6 | PDD HOLDINGS INC | PDD | 300,000 | $34.9M | 6.56% |
| 7 | FUTU HLDGS LTD | FUTU | 500,000 | $27.1M | 5.09% |
| 8 | GAOTU TECHEDU INC | GOTU | 1,980,951 | $13.0M | 2.44% |
| 9 | PETROLEO BRASILEIRO SA PETRO | 71654V408 | 800,000 | $12.2M | 2.29% |
| 10 | TRIP COM GROUP LTD | TRPCF | 250,000 | $11.0M | 2.06% |
| 11 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 100,000 | $8.7M | 1.63% |
| 12 | GIGACLOUD TECHNOLOGY INC | GCT | 299,016 | $8.0M | 1.50% |
| 13 | LI AUTO INC | LAAOF | 250,000 | $7.6M | 1.42% |
| 14 | WOLFSPEED INC | WOLF | 200,000 | $5.9M | 1.11% |
| 15 | TENCENT MUSIC ENTMT GROUP | XHLD | 500,000 | $5.6M | 1.05% |
| 16 | KANZHUN LIMITED | BZ | 36,014 | $631,325 | 0.12% |