§ 13F · FUND PROFILE
SERENITY CAPITAL MANAGEMENT PTE. LTD..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $394M (13F)Positions · 8Turnover · — · Q1Filed · May 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$37M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | ZTO | ZTO EXPRESS CAYMAN INC | 5.06M | $127M | 30.7% | ±0% |
| 2 | TAL | TAL ED GROUP | 4.73M | $54M | 13.0% | ±0% |
| 3 | HTHT | H WORLD GROUP LTD | 959K | $48M | 11.6% | −25% |
| 4 | EDU | NEW ORIENTAL ED & TECHNOLOGY | 657K | $37M | 9.0% | ±0% |
| 5 | PDD | PDD HOLDINGS INC | 360K | $37M | 8.9% | NEW |
| 6 | MNSO | MINISO GROUP HLDG LTD | 2.14M | $35M | 8.4% | +6% |
| 7 | YMM | FULL TRUCK ALLIANCE CO LTD | 3.69M | $31M | 7.4% | +104% |
| 8 | MAT | MATTEL INC | 2.00M | $29M | 7.0% | −16% |
| 9 | BABA | ALIBABA GROUP HLDG LTD | 70K | $9M | 2.1% | ±0% |
| 10 | ATAT | ATOUR LIFESTYLE HLDGS LTD | 215K | $8M | 1.9% | ±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 $394 million in assets. The fund runs a focused portfolio of just 8 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed