SERENITY CAPITAL MANAGEMENT PTE. LTD. — 13F Holdings & Portfolio
CIK 1934957 · latest 13F-HR filed 2026-05-12
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$414.4M
Long-equity book
10
Distinct positions
2026-03-31
Filed 2026-05-12
+1 / −0 / ↑2 / ↓5
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ZTO EXPRESS CAYMAN INC$21.6M +20.5%
- FULL TRUCK ALLIANCE CO LTD$11.2M +57.8%
Top Trims
- MATTEL INC-$18.2M -38.5%
- H WORLD GROUP LTD-$11.7M -19.6%
- MINISO GROUP HLDG LTD-$3.3M -8.6%
- ALIBABA GROUP HLDG LTD-$1.5M -14.4%
- ATOUR LIFESTYLE HLDGS LTD-$556.9K -6.6%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ZTO EXPRESS CAYMAN INC | ZTO | 98980A105 | $127.3M | 30.72% | 5,056,987 | SH |
| 2 | TAL ED GROUP | TAL | 874080104 | $53.8M | 12.98% | 4,730,377 | SH |
| 3 | H WORLD GROUP LTD | HTHT | 44332N106 | $48.2M | 11.64% | 958,957 | SH |
| 4 | NEW ORIENTAL ED & TECHNOLOGY | EDU | 647581206 | $37.2M | 8.98% | 656,878 | SH |
| 5 | PDD HOLDINGS INC | PDD | 722304102 | $36.8M | 8.88% | 360,000 | SH |
| 6 | MINISO GROUP HLDG LTD | MNSO | 66981J102 | $34.7M | 8.37% | 2,141,535 | SH |
| 7 | FULL TRUCK ALLIANCE CO LTD | YMM | 35969L108 | $30.6M | 7.39% | 3,687,779 | SH |
| 8 | MATTEL INC | MAT | 577081102 | $29.1M | 7.02% | 2,002,032 | SH |
| 9 | ALIBABA GROUP HLDG LTD | BABA | 01609W102 | $8.8M | 2.12% | 70,000 | SH |
| 10 | ATOUR LIFESTYLE HLDGS LTD | ATAT | 04965M106 | $7.9M | 1.91% | 215,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-12 | $414.4M | 10 | 0001172661-26-001688 |
| 2025-12-31 | 2026-02-17 | $376.8M | 9 | 0001172661-26-000973 |
| 2025-09-30 | 2025-11-13 | $394.0M | 8 | 0001172661-25-004774 |