Institutional
SERENITY CAPITAL MANAGEMENT PTE. LTD.
CIK 0001934957
$414.4M
Reported AUM
10
Positions
Q1 2026
Period
2026-05-12
Filed
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%.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | ZTO | ZTO EXPRESS CAYMAN INC | $23.86 | -0.17% | 18.80% | -6.86% | $127.3M | 30.72% | — | HELD |
| 2 | TAL | TAL ED GROUP | $12.34 | 13.31% | 14.14% | 128.29% | $53.8M | 12.98% | — | HELD |
| 3 | HTHT | H WORLD GROUP LTD | $42.25 | -2.31% | 42.12% | 0.29% | $48.2M | 11.64% | — | HELD |
| 4 | EDU | NEW ORIENTAL ED & TECHNOLOGY | $56.58 | -3.41% | 27.95% | 155.31% | $37.2M | 8.98% | — | HELD |
| 5 | PDD | PDD HOLDINGS INC | $87.44 | -1.00% | -20.55% | -12.58% | $36.8M | 8.88% | — | HELD |
| 6 | MNSO | MINISO GROUP HLDG LTD | $13.09 | 0.69% | -27.78% | 8.80% | $34.7M | 8.37% | — | HELD |
| 7 | YMM | FULL TRUCK ALLIANCE CO LTD | $9.56 | -0.83% | -9.32% | -38.17% | $30.6M | 7.39% | — | HELD |
| 8 | MAT | MATTEL INC | $15.21 | -1.04% | -9.79% | -28.76% | $29.1M | 7.02% | — | HELD |
| 9 | BABA | ALIBABA GROUP HLDG LTD | $116.32 | 1.12% | -0.84% | -26.80% | $8.8M | 2.12% | — | HELD |
| 10 | ATAT | ATOUR LIFESTYLE HLDGS LTD | $34.24 | -3.09% | 5.54% | 104.72% | $7.9M | 1.91% | — | HELD |
Source: SEC EDGAR · accession 0001172661-26-001688. 13F discloses long positions only — shorts, foreign equities, and options are excluded.