§ 13F · FUND PROFILE
SERENITY CAPITAL MANAGEMENT PTE. LTD..
AUM · $332M (13F)Positions · 11Turnover · n/a · Q2Filed · Aug 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$16M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | ZTO | ZTO EXPRESS CAYMAN INC | 5.06M | $113M | 34.1% | ±0% |
| 2 | TAL | TAL ED GROUP | 4.73M | $45M | 13.7% | ±0% |
| 3 | EDU | NEW ORIENTAL ED & TECHNOLOGY | 767K | $35M | 10.6% | +17% |
| 4 | YMM | FULL TRUCK ALLIANCE CO LTD | 3.69M | $30M | 9.0% | ±0% |
| 5 | PDD | PDD HOLDINGS INC | 360K | $27M | 8.3% | ±0% |
| 6 | MNSO | MINISO GROUP HLDG LTD | 2.14M | $26M | 7.8% | ±0% |
| 7 | CYD | CHINA YUCHAI INTL LTD | 347K | $16M | 5.0% | NEW |
| 8 | MAT | MATTEL INC | 1.00M | $14M | 4.2% | −50% |
| 9 | HTHT | H WORLD GROUP LTD | 259K | $11M | 3.3% | −73% |
| 10 | ATAT | ATOUR LIFESTYLE HLDGS LTD | 215K | $7M | 2.1% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SERENITY SIGNAL
AC read
SERENITY CAPITAL MANAGEMENT PTE. LTD. is a Other fund managing $332 million in assets. The fund runs a focused portfolio of just 11 positions.
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