本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
SERENITY CAPITAL MANAGEMENT PTE. LTD. (CIK 1934957) reported $331.6M across 11 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: ZTO ($113.2M, 34.13%), TAL ($45.3M, 13.65%), EDU ($35.2M, 10.62%), YMM ($29.9M, 9.03%), PDD ($27.5M, 8.28%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ZTO | ZTO EXPRESS CAYMAN INC | $113.2M | 34.13% | 5.1M | Hold |
| 2 | TAL | TAL ED GROUP | $45.3M | 13.65% | 4.7M | Hold |
| 3 | EDU | NEW ORIENTAL ED & TECHNOLOGY | $35.2M | 10.62% | 767,324 | Added |
| 4 | YMM | FULL TRUCK ALLIANCE CO LTD | $29.9M | 9.03% | 3.7M | Hold |
| 5 | PDD | PDD HOLDINGS INC | $27.5M | 8.28% | 360,000 | Hold |
| 6 | MNSO | MINISO GROUP HLDG LTD | $25.8M | 7.79% | 2.1M | Hold |
| 7 | CYD | CHINA YUCHAI INTL LTD | $16.5M | 4.96% | 347,134 | New |
| 8 | MAT | MATTEL INC | $13.9M | 4.19% | 1.0M | Trimmed |
| 9 | HTHT | H WORLD GROUP LTD | $10.8M | 3.25% | 258,668 | Trimmed |
| 10 | ATAT | ATOUR LIFESTYLE HLDGS LTD | $6.8M | 2.06% | 215,000 | Hold |
| 11 | BABA | ALIBABA GROUP HLDG LTD | $6.7M | 2.03% | 70,000 | Hold |
来源：SEC 13F 申报文件 · 截至 2026-06-30