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Serenity Capital Management Pte. Ltd. 13F holdings, Q3 2024

Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →

Serenity Capital Management Pte. Ltd. disclosed 4 US equity positions worth $196.4m in its Q3 2024 13F filing. The largest position was ZTO at 63.8% of the reported book, followed by QFIN and ATAT.

· Q4 2024 →

What did Serenity Capital Management Pte. Ltd. own in Q3 2024? Top 4 positions

#StockSectorWeightValueSharesΔ sharesvs prior
1 ZTO ZTO EXPRESS CAYMAN INC Industrials 63.8%$125.3m5,056,987 –
2 QFIN QIFU TECHNOLOGY INC Financial Services 32.4%$63.7m2,136,812 –
3 ATAT ATOUR LIFESTYLE HLDGS LTD Consumer Cyclical 3.6%$7.1m275,000 –
4 TAL TAL EDUCATION GROUP Consumer Defensive 0.2%$342.8k28,955 –

Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.