DCM International V, Ltd

Quarterly 13F snapshot: US-listed longs only, no performance figures — 13F data cannot support them.

Reported portfolio value by quarter (9 quarters reported)

$200M $47.8M

Q4 15 Q1 17 Q3 17 Q1 18 Q3 18

$72.4M in Q4 2015 → $47.8M now. Hover for any quarter.

Holdings

As reported for the quarter ended September 30, 2018. Activity is the change in share count since the prior quarter's filing.

Holding	% of portfolio	Activity	Shares	Value
Tuniu, Inc.	100.0%	Unchanged	6,650,852	$47.8M

What changed each quarter, from the filings' own share counts. Largest moves first; most recent 8 quarters.

quarter ended September 30, 2018 · filed November 07, 2018

No position changes this quarter.

quarter ended June 30, 2018 · filed August 10, 2018

Company	Action	Shares changed	Value of change	% of portfolio
5 58.com Inc.	Exited	−444,657	−$35.5M	—

quarter ended March 31, 2018 · filed May 15, 2018

Company	Action	Shares changed	Value of change	% of portfolio
5 58.com Inc.	Trimmed	−444,660	−$35.5M	47.0%

quarter ended December 31, 2017 · filed February 07, 2018

Company	Action	Shares changed	Value of change	% of portfolio
5 58.com Inc.	Trimmed	−350,133	−$25.1M	55.5%

quarter ended September 30, 2017 · filed October 13, 2017

Company	Action	Shares changed	Value of change	% of portfolio
5 58.com Inc.	Trimmed	−1,220,225	−$77M	60.1%
Tuniu, Inc.	Trimmed	−976,180	−$7.63M	39.9%

quarter ended June 30, 2017 · filed August 14, 2017

Company	Action	Shares changed	Value of change	% of portfolio
5 58.com Inc.	Trimmed	−1,300,000	−$57.3M	63.9%

quarter ended March 31, 2017 · filed May 03, 2017

No position changes this quarter.

quarter ended December 31, 2016 · filed February 14, 2017

Company	Action	Shares changed	Value of change	% of portfolio
5 58.com Inc.	Added	+3,015,964	+$84.4M	61.2%
Tuniu, Inc.	New	+7,627,032	+$66.7M	38.8%
Vipshop Holdings Limited	Exited	−1,483,070	−$22.6M	—
GM Glu Mobile Inc.	Exited	−289,768	−$704K	—

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