Institutional Fund
Serenity Capital Management Pte. Ltd.
Singapore, SingaporeCIK 19349575 filings on record
Portfolio Value
$414.37M
Q1 2026
Holdings
10
Reported positions
New Buys
1
Opened this quarter
QoQ Change
+10.0%
from $376.78M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Zto Express Cayman Inc30.7%
- Tal Education Group13.0%
- H World Group Ltd11.6%
- New Oriental Ed & Technology9.0%
- Pdd Holdings Inc8.9%
- Miniso Group Hldg Ltd8.4%
- Other18.4%
Portfolio Holdings
10 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Zto Express Cayman Inc | 5.06M | $127.28M | 30.7% | 0 | Held |
| 2 | Tal Education Group | 4.73M | $53.78M | 13.0% | 0 | Held |
| 3 | H World Group Ltd | 959.0K | $48.23M | 11.6% | −315.4K | Reduced |
| 4 | New Oriental Ed & Technology | 656.9K | $37.20M | 9.0% | 0 | Held |
| 5 | Pdd Holdings Inc | 360.0K | $36.78M | 8.9% | +360.0K | New |
| 6 | Miniso Group Hldg Ltd | 2.14M | $34.69M | 8.4% | +117.1K | Added |
| 7 | Full Truck Alliance Co Ltd | 3.69M | $30.61M | 7.4% | +1.88M | Added |
| 8 | Mattel Inc | 2.00M | $29.09M | 7.0% | −383.6K | Reduced |
| 9 | Alibaba Group Hldg Ltd | 70.0K | $8.78M | 2.1% | 0 | Held |
| 10 | Atour Lifestyle Hldgs Ltd | 215.0K | $7.91M | 1.9% | 0 | Held |