Q3 2025 · 13F-HR
SERENITY CAPITAL MANAGEMENT PTE. LTD.holdings as filed
Filed 2025-11-13 · accession 0001172661-25-004774
$394.0M
Reported value
8
Positions
2025-09-30
Period end
The Brief · SERENITY CAPITAL MANAGEMENT PTE. LTD. · Q3 2025
AI · grounded in 13F
SERENITY CAPITAL MANAGEMENT PTE. LTD. established a new position in Kanzhun Limited BZ valued at $117.6M. The fund also initiated new stakes in ZTO Express Cayman Inc ZTO for $97.1M and TAL Education Group TAL for $53M. Additional new positions include H World Group Ltd HTHT, New Oriental Ed & Technology EDU, and Miniso Group Hldg Ltd MNSO.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 48553T106 | BZ | KANZHUN LIMITED | $117.6M | 29.9% | 5,035,348 | Common | SOLE |
| 98980A105 | ZTO | ZTO EXPRESS CAYMAN INC | $97.1M | 24.6% | 5,056,987 | Common | SOLE |
| 874080104 | TAL | TAL EDUCATION GROUP | $53.0M | 13.4% | 4,730,377 | Common | SOLE |
| 44332N106 | HTHT | H WORLD GROUP LTD | $49.8M | 12.6% | 1,274,391 | Common | SOLE |
| 647581206 | EDU | NEW ORIENTAL ED & TECHNOLOGY | $34.9M | 8.85% | 656,878 | Common | SOLE |
| 66981J102 | MNSO | MINISO GROUP HLDG LTD | $26.0M | 6.61% | 1,157,662 | Common | SOLE |
| 04965M106 | ATAT | ATOUR LIFESTYLE HLDGS LTD | $8.1M | 2.05% | 215,000 | Common | SOLE |
| 88557W101 | QFIN | QFIN HOLDINGS INC | $7.5M | 1.91% | 260,849 | 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.