Serenity Capital Management Pte. Ltd.
Net seller this quarter
$332M
11
-$21.6M
98.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 ZTO | $113M | 34.13% | 0.64% | Not reported | Q4 2022 |
 TAL | $45.3M | 13.65% | Not reported | Not reported | Q3 2023 |
 EDU | $35.2M | 10.62% | 0.05% | +16.8% | Q4 2024 |
 YMM | $29.9M | 9.03% | Not reported | Not reported | Q4 2025 |
 PDD | $27.5M | 8.28% | 0.01% | Not reported | Q1 2026 |
 MNSO | $25.8M | 7.79% | 0.17% | Not reported | Q1 2025 |
 CYD | $16.5M | 4.96% | 0.93% | New | Q2 2026 |
 MAT | $13.9M | 4.19% | 0.34% | -50.1% | Q4 2025 |
 HTHT | $10.8M | 3.25% | 0.01% | -73.0% | Q4 2022 |
 ATAT | $6.84M | 2.06% | 0.05% | Not reported | Q2 2024 |
 BABA | $6.72M | 2.03% | 0.00% | Not reported | Q4 2025 |
| Q1 2026 | |||||
| ZTO | $127M | 30.72% | 0.64% | Not reported | Q4 2022 |
| TAL | $53.8M | 12.98% | Not reported | Not reported | Q3 2023 |
| HTHT | $48.2M | 11.64% | 0.03% | -24.8% | Q4 2022 |
| EDU | $37.2M | 8.98% | 0.04% | Not reported | Q4 2024 |
| PDD | $36.8M | 8.88% | 0.01% | New | Q1 2026 |
| MNSO | $34.7M | 8.37% | 0.17% | +5.8% | Q1 2025 |
| YMM | $30.6M | 7.39% | Not reported | +104.0% | Q4 2025 |
| MAT | $29.1M | 7.02% | 0.66% | -16.1% | Q4 2025 |
| BABA | $8.78M | 2.12% | 0.00% | Not reported | Q4 2025 |
| ATAT | $7.91M | 1.91% | 0.05% | Not reported | Q2 2024 |
| Q4 2025 | |||||
| ZTO | $106M | 28.04% | 0.64% | Not reported | Q4 2022 |
| HTHT | $60M | 15.91% | 0.04% | Not reported | Q4 2022 |
| TAL | $51.6M | 13.70% | Not reported | Not reported | Q3 2023 |
| MAT | $47.3M | 12.56% | 0.77% | New | Q4 2025 |
| MNSO | $38M | 10.07% | 0.16% | +74.9% | Q1 2025 |
| EDU | $36.1M | 9.59% | 0.04% | Not reported | Q4 2024 |
| YMM | $19.4M | 5.15% | Not reported | New | Q4 2025 |
| BABA | $10.3M | 2.72% | 0.00% | New | Q4 2025 |
| ATAT | $8.47M | 2.25% | 0.05% | Not reported | Q2 2024 |
| Q3 2025 | |||||
 BZ | $118M | 29.85% | 5.03% | +24.8% | Q1 2025 |
| ZTO | $97.1M | 24.64% | 0.63% | Not reported | Q4 2022 |
| TAL | $53M | 13.45% | Not reported | +16237.0% | Q3 2023 |
| HTHT | $49.8M | 12.65% | 0.04% | +126.0% | Q4 2022 |
| EDU | $34.9M | 8.85% | 0.04% | +167.6% | Q4 2024 |
| MNSO | $26M | 6.61% | 0.09% | Not reported | Q1 2025 |
| ATAT | $8.08M | 2.05% | 0.05% | -21.8% | Q2 2024 |
 QFIN | $7.51M | 1.91% | 0.09% | Not reported | Q1 2023 |