Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SERENITY CAPITAL MANAGEMENT PTE. LTD. (CIK 1934957) reported $414.4M across 10 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ZTO ($127.3M, 30.72%), TAL ($53.8M, 12.98%), HTHT ($48.2M, 11.64%), EDU ($37.2M, 8.98%), PDD ($36.8M, 8.88%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ZTO | ZTO EXPRESS CAYMAN INC | $127.3M | 30.72% | 5.1M | Hold |
| 2 | TAL | TAL ED GROUP | $53.8M | 12.98% | 4.7M | Hold |
| 3 | HTHT | H WORLD GROUP LTD | $48.2M | 11.64% | 958,957 | Trimmed |
| 4 | EDU | NEW ORIENTAL ED & TECHNOLOGY | $37.2M | 8.98% | 656,878 | Hold |
| 5 | PDD | PDD HOLDINGS INC | $36.8M | 8.88% | 360,000 | New |
| 6 | MNSO | MINISO GROUP HLDG LTD | $34.7M | 8.37% | 2.1M | Added |
| 7 | YMM | FULL TRUCK ALLIANCE CO LTD | $30.6M | 7.39% | 3.7M | Added |
| 8 | MAT | MATTEL INC | $29.1M | 7.02% | 2.0M | Trimmed |
| 9 | BABA | ALIBABA GROUP HLDG LTD | $8.8M | 2.12% | 70,000 | Hold |
| 10 | ATAT | ATOUR LIFESTYLE HLDGS LTD | $7.9M | 1.91% | 215,000 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31