Institutions / Serenity Capital Management Pte. Ltd.

Serenity Capital Management Pte. Ltd.

CIK 1934957 · Institution · as of Dec 31, 2025

Portfolio value

$376.78M

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
ZTO Express (Cayman) Inc.ZTO	ADR	$105.64M	5,056,987	28.0%
H World Group LtdHTHT	ADR	$59.96M	1,274,391	15.9%
TAL Education GroupTAL	ADR	$51.61M	4,730,377	13.7%
Mattel Inc /De	—	$47.33M	2,385,643	12.6%
MINISO Group Holding LimitedMNSO	ADR	$37.96M	2,024,455	10.1%
New Oriental Education & Technology Group Inc	—	$36.15M	656,878	9.6%
Full Truck Alliance Co. Ltd.YMM	ADR	$19.40M	1,807,769	5.1%
Alibaba Group Holding LtdBABA	ADR	$10.26M	70,000	2.7%
Atour Lifestyle Holdings Ltd	—	$8.47M	215,000	2.2%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.