SC CHINA HOLDING Ltd's Q1 2026 13F: 2 new positions, 1 exit

Form 13F-HR for the quarter ended Mar 31, 2026 · filed May 15, 2026 · 20 reported positions · accession 0001193125-26-226714

View the filing on SEC.gov

What changed this quarter

Activity Security Weight before Weight now Change Shares Shares %
New PONY AI INC (PONY) — 6.2% +6.2 pts +7.54M sh new
Exited PONY AI INC 5.8% — −5.8 pts −7.54M sh −100%
Increased CIRCLE INTERNET GROUP INC (CRCL) 1.2% 3.0% +1.8 pts +357K sh +114%
New YIMUTIAN INC (YMT) — 0.0% 0.0 pts +3.44M sh new

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 — 98.3% of the equity book

Changes in the top 10 this quarter: PONY entered · AVBP entered · COE entered · PONY AI INC left · BRNS left · GPCR left

# Security Weight before Weight now
1 PDD HOLDINGS INC (PDD) 63.6% 70.4%
2 KE HLDGS INC (BEKE) 4.8% 6.6%
3 PONY AI INC (PONY) 0.0% 6.2% Entered the top 10
4 FUTU HLDGS LTD (FUTU) 6.3% 4.0%
5 WEBULL CORP (BULL) 2.9% 3.4%
6 CIRCLE INTERNET GROUP INC (CRCL) 1.2% 3.0%
7 KANZHUN LIMITED (BZ) 7.4% 1.7%
8 DINGDONG CAYMAN LTD (DDL) 1.5% 1.6%
9 ARRIVENT BIOPHARMA INC (AVBP) 0.9% 0.9% Entered the top 10
10 51TALK ONLINE EDUCATION GROU (COE) 0.6% 0.5% Entered the top 10
— PONY AI INC 5.8% 0.0% Left the top 10
— BARINTHUS BIOTHERAPEUTICS PL (BRNS) 2.2% 0.1% Left the top 10
— STRUCTURE THERAPEUTICS INC (GPCR) 1.3% 0.4% 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).