Q2 2025 · 13F-HR
SERENITY CAPITAL MANAGEMENT PTE. LTD.holdings as filed
Filed 2025-08-13 · accession 0001172661-25-003174
$235.8M
Reported value
8
Positions
2025-06-30
Period end
The Brief · SERENITY CAPITAL MANAGEMENT PTE. LTD. · Q2 2025
AI · grounded in 13F
SERENITY CAPITAL MANAGEMENT PTE. LTD. established a new position in ZTO valued at $89.76M. The fund also initiated new stakes in BZ for $71.99M and MNSO for $21.09M. Additional new positions include HTHT, EDU, and QFIN. The fund ended the period with 8 positions and total AUM of $235.77M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 98980A105 | ZTO | ZTO EXPRESS CAYMAN INC | $89.8M | 38.1% | 5,056,987 | Common | SOLE |
| 48553T106 | BZ | KANZHUN LIMITED | $72.0M | 30.5% | 4,035,348 | Common | SOLE |
| 66981J102 | MNSO | MINISO GROUP HLDG LTD | $21.1M | 8.95% | 1,157,662 | Common | SOLE |
| 44332N106 | HTHT | H WORLD GROUP LTD | $19.1M | 8.11% | 563,960 | Common | SOLE |
| 647581206 | EDU | NEW ORIENTAL ED & TECHNOLOGY | $13.2M | 5.62% | 245,498 | Common | SOLE |
| 88557W101 | QFIN | QIFU TECHNOLOGY INC | $11.3M | 4.80% | 260,849 | Common | SOLE |
| 04965M106 | ATAT | ATOUR LIFESTYLE HLDGS LTD | $8.9M | 3.79% | 275,000 | Common | SOLE |
| 874080104 | TAL | TAL EDUCATION GROUP | $295,920 | 0.13% | 28,955 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.