Serenity Capital Management Pte. LTD. 13F holdings
Serenity Capital Management Pte. LTD. reported 11 positions with a total reported value of $331.6M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-10. Top holdings by reported value: ZTO ZTO EXPRESS CAYMAN INC (34.1%), TAL TAL ED GROUP (13.7%), EDU NEW ORIENTAL ED & TECHNOLOGY (10.6%), YMM FULL TRUCK ALLIANCE CO LTD (9.0%), PDD PDD HOLDINGS INC (8.3%). Against 2026-03-31 it opened 1 new position and exited 0. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
11 largest of 11 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| ZTO ZTO EXPRESS CAYMAN INC | 5,056,987 | $113.2M | 34.1% |
| TAL TAL ED GROUP | 4,730,377 | $45.3M | 13.7% |
| EDU NEW ORIENTAL ED & TECHNOLOGY | 767,324 | $35.2M | 10.6% |
| YMM FULL TRUCK ALLIANCE CO LTD | 3,687,779 | $29.9M | 9.0% |
| PDD PDD HOLDINGS INC | 360,000 | $27.5M | 8.3% |
| MNSO MINISO GROUP HLDG LTD | 2,141,535 | $25.8M | 7.8% |
| CYD CHINA YUCHAI INTL LTD | 347,134 | $16.5M | 5.0% |
| MAT MATTEL INC | 1,000,000 | $13.9M | 4.2% |
| HTHT H WORLD GROUP LTD | 258,668 | $10.8M | 3.3% |
| ATAT ATOUR LIFESTYLE HLDGS LTD | 215,000 | $6.8M | 2.1% |
| BABA ALIBABA GROUP HLDG LTD | 70,000 | $6.7M | 2.0% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 1 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| CYD CHINA YUCHAI INTL LTD | 347,134 | $16.5M | 5.0% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 0 in all · reported value as of 2026-03-31
No positions were sold out.
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| EDU NEW ORIENTAL ED & TECHNOLOGY | 656,878 | 767,324 | +16.8% | $35.2M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| HTHT H WORLD GROUP LTD | 958,957 | 258,668 | -73.0% | $10.8M |
| MAT MATTEL INC | 2,002,032 | 1,000,000 | -50.1% | $13.9M |
CIK 1934957 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
