SCMC

Serenity Capital Management (Cayman) Portfolio holdings

AUM $269M
1-Year Est. Return 16.04%
This Quarter Est. Return
1 Year Est. Return
-16.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$269M
AUM Growth
-$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$8.26M
3
+$1.27M

Top Sells

1
+$8.45M
2
+$505K

Sector Composition

1 Consumer Discretionary 50.89%
2 Consumer Staples 27.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TAL icon
1
TAL Education Group
TAL
$6.75B
$70.6M 26.24%
6,041,994
-43,200
JD icon
2
JD.com
JD
$46.9B
$68.4M 25.43%
2,690,348
+50,000
WUBA
3
DELISTED
58.com Inc
WUBA
$58.9M 21.89%
2,104,092
+551,350
VIPS icon
4
Vipshop
VIPS
$9.27B
$58.5M 21.75%
5,316,633
+750,000
TOUR
5
Tuniu
TOUR
$98.5M
$10M 3.71%
1,142,631
VSA
6
VisionSys AI
VSA
$120M
$2.64M 0.98%
35,216
-112,824