Sequoia China Equity Partners

HCEP Management as of Sept. 30, 2025

Portfolio Holdings for HCEP Management

HCEP Management holds 10 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Alibaba Group Hldg Sponsored Ads (BABA) 55.9 $99M 551k 178.73
Miniso Group Hldg Sponsored Ads (MNSO) 12.8 $23M 998k 22.50
Synopsys (SNPS) 7.9 $14M 28k 493.39
Tal Education Group Sponsored Ads (TAL) 6.3 $11M 991k 11.20
Qfin Holdings American Dep (QFIN) 5.8 $10M 352k 28.78
Lexinfintech Hldgs Adr (LX) 5.2 $9.1M 1.7M 5.33
Baidu Spon Adr Rep A (BIDU) 3.2 $5.6M 42k 131.77
Agora Ads (API) 1.4 $2.4M 623k 3.82
So Young International Sponsored Ads (SY) 1.1 $1.9M 491k 3.87
Trip Com Group Ads (TCOM) 0.6 $1.0M 13k 75.20