SC CHINA HOLDING LTD
Q4 2023 Form 13-F

NA, HONG KONG
CIK 0001470766 · Institutional investment manager
Consolidated report · includes 6 managers since Q1 2014
$869.4M Reported Value Total
Reported value
$869.4M
Quarter over quarter
+9.2%
Holdings
19
Top-10 concentration
96.9%

Reports holdings for

  • SHEN NEIL NANPENG · File #028-15814 · Q1 2014 – Q4 2025
  • HSG Growth IV Management, L.P. (not a 13F filer in our records) · File # 028-20070 · Q4 2025 – Q4 2025 · declared by one filing
  • SC China Venture V Management L P · File #028-22044 · Q4 2021 – Q3 2025
  • HSG Onshore Fund Management, L.P. (not a 13F filer in our records) · File #028-25296 · Q1 2025 – Q3 2025 · declared by one filing
  • HSG Onshore Fund Management, L.P. (not a 13F filer in our records) · Q4 2024 – Q4 2024 · declared by one filing
  • SC China Venture VII Management L P · File #028-22048 · Q4 2021 – Q3 2024
  • SCGGF III-China Management L P · File #028-20918 · Q4 2020 – Q3 2024
  • SNP China Enterprises Ltd (not a 13F filer in our records) · Q4 2013 – Q3 2023 · declared by one filing
  • SHEN NEIL NANPENG (not a 13F filer in our records) · Q3 2023 – Q3 2023 · declared by one filing
  • HongShan Capital Management I, L.P. (not a 13F filer in our records) · Q3 2023 – Q3 2023 · declared by one filing
  • HSG Venture IV Management, L.P. (not a 13F filer in our records) · Q3 2023 – Q3 2023 · declared by one filing
  • HSG Venture V Management, L.P (not a 13F filer in our records) · Q3 2023 – Q3 2023 · declared by one filing
  • HSG Venture VI Management, L.P. (not a 13F filer in our records) · Q3 2023 – Q3 2023 · declared by one filing
  • HSG Venture VII Management, L.P. (not a 13F filer in our records) · Q3 2023 – Q3 2023 · declared by one filing
  • HSG Growth V Management, L.P. (not a 13F filer in our records) · Q3 2023 – Q3 2023 · declared by one filing
  • HSGGF III - China Management, L.P. (not a 13F filer in our records) · Q3 2023 – Q3 2023 · declared by one filing
  • HSG Growth VI Management, L.P. (not a 13F filer in our records) · Q3 2023 – Q3 2023 · declared by one filing
  • SEQUOIA CAPITAL CHINA MANAGEMENT I LP · File #028-16467 · Q1 2015 – Q2 2023 · declared by one filing
  • SC China Growth VI Management, L.P. (not a 13F filer in our records) · Q4 2022 – Q4 2022 · declared by one filing
  • SEQUOIA CAPITAL CHINA MANAGEMENT II LP (not a 13F filer in our records) · File #028-15810 · Q4 2013 – Q3 2018
  • SC CHINA VENTURE 2010 MANAGEMENT, L.P. (not a 13F filer in our records) · File #028-16469 · Q4 2014 – Q3 2018
  • SC CHINA GROWTH 2010 MANAGEMENT, L.P. (not a 13F filer in our records) · File #028-16468 · Q4 2014 – Q3 2018
  • Sequoia Capital China Management I LP (not a 13F filer in our records) · Q4 2014 – Q4 2014 · declared by one filing
  • SC China Venture 2010 Management, L.P. (not a 13F filer in our records) · Q4 2014 – Q4 2014 · declared by one filing
  • SC China Growth 2010 Management, L.P. (not a 13F filer in our records) · Q4 2014 – Q4 2014 · declared by one filing
  • Neil Nanpeng Shen (not a 13F filer in our records) · Q4 2013 – Q4 2013 · declared by one filing
  • Sequoia Capital China Management II LP (not a 13F filer in our records) · Q4 2013 – Q4 2013 · declared by one filing

Key People

Named on the latest Form 13-F filing — not necessarily an owner
Neil Nanpeng Shen
Director
Q3 2023
Q1 2024
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Q4 2023 13F filing summary

Period of report December 31, 2023
Filed February 14, 2024
Form 13F-HR
Reported value $869.4M
Positions 19
Change in reported value -6.8%
New positions 0
Exited positions 1
Position turnover 5.0%
Top-10 concentration 96.9%

13F filings by quarter

Quarter Positions Value
Q2 2026 13F
Filed Aug 13, 2026
 20 $1.2B
Q1 2026 13F
Filed May 15, 2026
 20 $1.6B
Q4 2025 13F
Filed Feb 13, 2026
 19 $1.9B
Q3 2025 13F
Filed Nov 14, 2025
 19 $1.9B
Q2 2025 13F
Filed Aug 14, 2025
 19 $1.9B
Q1 2025 13F
Filed May 13, 2025
 17 $1.7B
Q4 2024 13F
Filed Feb 14, 2025
 18 $2.4B
Q3 2024 13F
Filed Nov 13, 2024
 18 $2.6B
Q2 2024 13F
Filed Aug 13, 2024
 17 $2.7B
Q1 2024 13F
Filed May 15, 2024
 18 $1.1B
Q4 2023 13F
Filed Feb 14, 2024
 19 $869.4M
Q3 2023 13F
Filed Nov 14, 2023
 20 $932.5M
Q2 2023 13F
Filed Aug 14, 2023
 20 $874.3M
Q1 2023 13F
Filed May 15, 2023
 19 $951.8M
Q4 2022 13F
Filed Feb 14, 2023
 19 $986.7M
Q3 2022 13F
Filed Nov 14, 2022
 20 $932.2M
Q2 2022 13F
Filed Aug 15, 2022
 21 $1.1B
Q1 2022 13F
Filed May 16, 2022
 21 $801.2M
Q4 2021 13F
Filed Feb 14, 2022
 21 $1.1B
Q3 2021 13F
Filed Nov 15, 2021
 19 $1.1B

31 earlier quarters on file — choose one from the quarter menu above.

Top 19 holdings · Q4 2023

# Holding Reported value % of portfolio
1 PDD PDD HOLDINGS INC $223.0M 25.64%
2 YMM FULL TRUCK ALLIANCE CO LTD $185.2M 21.3%
3 BZ KANZHUN LIMITED $179.4M 20.63%
4 BEKE KE HLDGS INC $67.5M 7.77%
5 FUTU FUTU HLDGS LTD $50.1M 5.76%
6 GPCR STRUCTURE THERAPEUTICS INC $44.1M 5.07%
7 NOAH NOAH HLDGS LTD $40.1M 4.62%
8 THCH TH INTERNATIONAL LIMITED $25.2M 2.9%
9 ROIV ROIVANT SCIENCES LTD $14.1M 1.62%
10 DDL DINGDONG CAYMAN LTD $13.9M 1.6%
11 LYELXXXX LYELL IMMUNOPHARMA INC $6.4M 0.74%
12 COE 51TALK ONLINE EDUCATION GROU $5.1M 0.59%
13 ADAG ADAGENE INC $4.4M 0.5%
14 BRNS BARINTHUS BIOTHERAPEUTICS PL $4.3M 0.5%
15 TOUR TUNIU CORP $2.9M 0.34%
16 BTDR BITDEER TECHNOLOGIES GROUP $1.8M 0.21%
17 SLAI BIT MINING LIMITED $1.3M 0.15%
18 AIJTY JIANPU TECHNOLOGY INC $387.5K 0.04%
19 BNR BURNING ROCK BIOTECH LTD $205.8K 0.02%

Values as reported on the Q4 2023 Form 13F. Every position is in the holdings table below.

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