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
$246M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1 +$74.5M
2 +$71.6M
3 +$67.4M
4
TOUR
Tuniu
TOUR
+$16.8M
5
WUBA
58.com Inc
WUBA
+$9.85M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 64.54%
2 Consumer Staples 29.1%
3 Communication Services 2.02%
4 Industrials 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$74.5M 30.3%
+2,310,348
2
$71.6M 29.1%
+9,241,638
3
$67.4M 27.41%
+4,416,133
4
$16.8M 6.83%
+1,051,134
5
$9.85M 4%
+149,256
6
$4.96M 2.02%
+142,000
7
$837K 0.34%
+66,510