Serenity Capital Management Pte. Ltd. Portfolio Stock Holdings
According to the SEC 13F filed on August 10, 2026, Serenity Capital Management Pte. Ltd. disclosed 11 stock positions valued at approximately $331.59M as of quarter-end June 30, 2026. The largest holdings include ZTO EXPRESS CAYMAN INC, TAL ED GROUP, and NEW ORIENTAL ED & TECHNOLOGY.
- Report Period
- June 30, 2026
- No. of Stocks
- 11
- Portfolio Value
- $331.59M
Holdings by Sector
Serenity Capital Management Pte. Ltd. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ZTO EXPRESS CAYMAN INC | ZTO | Industrials | 34.13% | 5,056,987 | - | - | $113,175,369 |
| TAL ED GROUP | TAL | Consumer Defensive | 13.65% | 4,730,377 | - | - | $45,269,708 |
| NEW ORIENTAL ED & TECHNOLOGY | EDU | Consumer Defensive | 10.62% | 767,324 | +110,446 | +16.81% | $35,227,845 |
| FULL TRUCK ALLIANCE CO LTD | YMM | Technology | 9.03% | 3,687,779 | - | - | $29,944,765 |
| PDD HOLDINGS INC | PDD | Consumer Cyclical | 8.28% | 360,000 | - | - | $27,460,800 |
| MINISO GROUP HLDG LTD | MNSO | Consumer Cyclical | 7.79% | 2,141,535 | - | - | $25,826,912 |
| CHINA YUCHAI INTL LTD | CYD | Consumer Cyclical | 4.96% | 347,134 | +347,134 | +100.00% | $16,457,623 |
| MATTEL INC | MAT | Consumer Cyclical | 4.19% | 1,000,000 | -1,002,032 | -50.05% | $13,880,000 |
| H WORLD GROUP LTD | HTHT | Consumer Cyclical | 3.25% | 258,668 | -700,289 | -73.03% | $10,791,629 |
| ATOUR LIFESTYLE HLDGS LTD | ATAT | Consumer Cyclical | 2.06% | 215,000 | - | - | $6,837,000 |
| ALIBABA GROUP HLDG LTD | BABA | Consumer Cyclical | 2.03% | 70,000 | - | - | $6,718,600 |
Showing 11 of 11 holdings in the latest reporting period.