Sequoia China Equity Partners

SCEP Management as of June 30, 2023

Portfolio Holdings for SCEP Management

SCEP Management holds 12 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ke Holdings Sponsored Ads (BEKE) 28.2 $149M 10M 14.85
Alibaba Group Holding Sponsored Ads (BABA) 23.7 $125M 1.5M 83.35
PDD Holdings Sponsored Ads (PDD) 13.1 $69M 1.0M 69.14
iQIYI Sponsored Ads (IQ) 12.4 $66M 12M 5.34
Full Truck Alliance Sponsored Ads (YMM) 10.2 $54M 8.7M 6.22
ProShares UltraPro Short QQQ Ultrapro Sht Qqq (SQQQ) 5.0 $26M 1.4M 18.91
Coherent Corp (COHR) 4.8 $26M 500k 50.98
Tuniu Corp Sponsored Ads (TOUR) 0.8 $4.1M 2.5M 1.65
Agora Ads (API) 0.7 $3.8M 1.2M 3.13
RLX Technology Sponsored Ads A (RLX) 0.7 $3.5M 2.0M 1.77
Tesla Motors (TSLA) 0.3 $1.4M 5.3k 261.77
Daqo New Energy Corp Spnsrd Ads New (DQ) 0.2 $812k 21k 39.70