Q1 2026 · 13F-HR
SERENITY CAPITAL MANAGEMENT PTE. LTD.holdings as filed
Filed 2026-05-12 · accession 0001172661-26-001688
$414.4M
Reported value
10
Positions
2026-03-31
Period end
The Brief · SERENITY CAPITAL MANAGEMENT PTE. LTD. · Q1 2026
AI · grounded in 13F
SERENITY CAPITAL MANAGEMENT PTE. LTD. established a new position in PDD valued at $36.78M. The fund more than doubled its stake in YMM, increasing share count by 103.99%. Conversely, the manager trimmed holdings in HTHT by 24.75% and MAT by 16.08%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 98980A105 | ZTO | ZTO EXPRESS CAYMAN INC | $127.3M | 30.7% | 5,056,987 | Common | SOLE |
| 874080104 | TAL | TAL ED GROUP | $53.8M | 13.0% | 4,730,377 | Common | SOLE |
| 44332N106 | HTHT | H WORLD GROUP LTD | $48.2M | 11.6% | 958,957 | Common | SOLE |
| 647581206 | EDU | NEW ORIENTAL ED & TECHNOLOGY | $37.2M | 8.98% | 656,878 | Common | SOLE |
| 722304102 | PDD | PDD HOLDINGS INC | $36.8M | 8.88% | 360,000 | Common | SOLE |
| 66981J102 | MNSO | MINISO GROUP HLDG LTD | $34.7M | 8.37% | 2,141,535 | Common | SOLE |
| 35969L108 | YMM | FULL TRUCK ALLIANCE CO LTD | $30.6M | 7.39% | 3,687,779 | Common | SOLE |
| 577081102 | MAT | MATTEL INC | $29.1M | 7.02% | 2,002,032 | Common | SOLE |
| 01609W102 | BABA | ALIBABA GROUP HLDG LTD | $8.8M | 2.12% | 70,000 | Common | SOLE |
| 04965M106 | ATAT | ATOUR LIFESTYLE HLDGS LTD | $7.9M | 1.91% | 215,000 | 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.