HCEP Management as of June 30, 2024
Portfolio Holdings for HCEP Management
HCEP Management holds 9 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 23.3 | $87M | 500k | 173.81 | |
| Ke Hldgs Sponsored Ads (BEKE) | 22.3 | $83M | 5.9M | 14.15 | |
| Iqiyi Sponsored Ads (IQ) | 15.3 | $57M | 16M | 3.67 | |
| Tal Education Group Sponsored Ads (TAL) | 14.3 | $53M | 5.0M | 10.67 | |
| Micron Technology (MU) | 10.6 | $40M | 300k | 131.53 | |
| Jd.com Spon Ads Cl A (JD) | 8.1 | $30M | 1.2M | 25.84 | |
| Gaotu Techedu Sponsored Ads (GOTU) | 2.8 | $10M | 2.1M | 4.90 | |
| Kanzhun Sponsored Ads (BZ) | 2.5 | $9.4M | 500k | 18.81 | |
| Wolfspeed | 0.8 | $3.1M | 134k | 22.76 |
