Serenity Capital Management Pte. Ltd. Portfolio Stock Holdings
Serenity Capital Management Pte. Ltd. disclosed 10 stock positions valued at approximately $414.4 million in its latest SEC 13F filing. The largest holdings include ZTO EXPRESS CAYMAN INC, TAL ED GROUP, and H WORLD GROUP LTD. The filing reflects positions held as of March 31, 2026 and was filed on May 12, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 10
- Portfolio Value
- $414.4M
Holdings by Sector
Serenity Capital Management Pte. Ltd. Portfolio Holdings in Q1 2026
10 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ZTO EXPRESS CAYMAN INC | ZTO | Industrials | 30.72% | 5,056,987 | - | - | $127,284,363 |
| TAL ED GROUP | TAL | Consumer Defensive | 12.98% | 4,730,377 | - | - | $53,784,386 |
| H WORLD GROUP LTD | HTHT | Consumer Cyclical | 11.64% | 958,957 | -315,434 | -24.75% | $48,225,948 |
| NEW ORIENTAL ED & TECHNOLOGY | EDU | Consumer Defensive | 8.98% | 656,878 | - | - | $37,199,001 |
| PDD HOLDINGS INC | PDD | Consumer Cyclical | 8.88% | 360,000 | +360,000 | +100.00% | $36,784,800 |
| MINISO GROUP HLDG LTD | MNSO | Consumer Cyclical | 8.37% | 2,141,535 | +117,080 | +5.78% | $34,692,867 |
| FULL TRUCK ALLIANCE CO LTD | YMM | Technology | 7.39% | 3,687,779 | +1,880,010 | +104.00% | $30,608,566 |
| MATTEL INC | MAT | Consumer Cyclical | 7.02% | 2,002,032 | -383,611 | -16.08% | $29,089,525 |
| ALIBABA GROUP HLDG LTD | BABA | Consumer Cyclical | 2.12% | 70,000 | - | - | $8,782,200 |
| ATOUR LIFESTYLE HLDGS LTD | ATAT | Consumer Cyclical | 1.91% | 215,000 | - | - | $7,914,150 |