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
$304M
AUM Growth
+$73.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$10.7M

Top Sells

1
+$1.5M

Sector Composition

1 Consumer Discretionary 48.5%
2 Consumer Staples 27.16%
3 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WUBA
1
DELISTED
58.com Inc
WUBA
$74M 24.34%
1,552,742
+474,220
TAL icon
2
TAL Education Group
TAL
$6.75B
$71.8M 23.63%
6,085,194
JD icon
3
JD.com
JD
$46.9B
$68.9M 22.66%
2,640,348
VIPS icon
4
Vipshop
VIPS
$9.27B
$67M 22.04%
4,566,633
TOUR
5
Tuniu
TOUR
$98.5M
$11.6M 3.8%
1,142,631
VSA
6
VisionSys AI
VSA
$120M
$10.7M 3.53%
+148,040
EHIC
7
DELISTED
eHi Car Services Limited
EHIC
– –
-148,797