SC CHINA HOLDING Ltd's Q1 2025 13F is in
Form 13F-HR for the quarter ended Mar 31, 2025 · filed May 13, 2025 · 17 reported positions · accession 0000950123-25-004919
This filing covers a somewhat different set of reporting entities than the fund's prior filing, so a few of the changes below may reflect that rather than trading.
What changed this quarter
| Activity | Security | Weight before | Weight now | Change | Shares | Shares % |
|---|---|---|---|---|---|---|
| Reduced | KANZHUN LIMITED (BZ) | 4.4% | 1.6% | −2.8 pts | −5.46M sh | −74% |
| Reduced | TH INTERNATIONAL LIMITED (THCH) | 1.8% | 0.4% | −1.3 pts | −11.6M sh | −80% |
| Exited | FULL TRUCK ALLIANCE CO LTD (YMM) | 1.3% | — | −1.3 pts | −2.72M sh | −100% |
Reported by the fund in its Form 13F filed with the SEC; holdings are as of the quarter-end report date and may have changed since. For informational purposes only — not investment advice or a recommendation to buy or sell any security. FilingExplorer is not affiliated with or endorsed by this fund. How this brief is compiled
Top 10 positions — 99.2% of the equity book
Changes in the top 10 this quarter: COE entered · YMM left
| # | Security | Weight before | Weight now | |
|---|---|---|---|---|
| 1 | PDD HOLDINGS INC (PDD) | 81.5% | 80.2% | |
| 2 | KE HLDGS INC (BEKE) | 1.4% | 6.3% | |
| 3 | FUTU HLDGS LTD (FUTU) | 4.0% | 5.5% | |
| 4 | DINGDONG CAYMAN LTD (DDL) | 1.6% | 1.7% | |
| 5 | KANZHUN LIMITED (BZ) | 4.4% | 1.6% | |
| 6 | NOAH HLDGS LTD (NOAH) | 1.4% | 1.6% | |
| 7 | ARRIVENT BIOPHARMA INC (AVBP) | 0.7% | 0.8% | |
| 8 | 51TALK ONLINE EDUCATION GROU (COE) | 0.5% | 0.6% | Entered the top 10 |
| 9 | TH INTERNATIONAL LIMITED (THCH) | 1.8% | 0.4% | |
| 10 | LOTUS TECHNOLOGY INC (LOT) | 0.6% | 0.4% | |
| — | FULL TRUCK ALLIANCE CO LTD (YMM) | 1.3% | 0.0% | Left the top 10 |
Weights are each position's reported value as a share of the fund's reported equity positions (options and principal-amount holdings excluded).