13F HOLDINGS REPORT
SCEP Management Ltd
Quarter ended Q2 2024 · Filed August 13, 2024 · Accession 0001822015-24-000005
Total Value
$372.9M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 500,000 | $86.9M | 23.31% |
| 2 | KE HLDGS INC | BEKE | 5,880,718 | $83.2M | 22.32% |
| 3 | IQIYI INC | IQ | 15,581,595 | $57.2M | 15.34% |
| 4 | TAL EDUCATION GROUP | TAL | 5,000,000 | $53.4M | 14.31% |
| 5 | MICRON TECHNOLOGY INC | MU | 300,000 | $39.5M | 10.58% |
| 6 | JD.COM INC | JDCMF | 1,162,000 | $30.0M | 8.05% |
| 7 | GAOTU TECHEDU INC | GOTU | 2,100,000 | $10.3M | 2.76% |
| 8 | KANZHUN LIMITED | BZ | 500,000 | $9.4M | 2.52% |
| 9 | WOLFSPEED INC | WOLF | 134,343 | $3.1M | 0.82% |