Serenity Capital Management Pte. Ltd. 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Serenity Capital Management Pte. Ltd. disclosed 5 US equity positions worth $149.0m in its Q4 2024 13F filing. The largest position was ZTO at 66.3% of the reported book, followed by QFIN and ATAT. Against the Q3 2024 filing, it opened 1 new position, added to 0 and reduced 1 among the top 5 holdings.
What did Serenity Capital Management Pte. Ltd. own in Q4 2024? Top 5 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | ZTO ZTO EXPRESS CAYMAN INC | Industrials | 66.3% | $98.9m | 5,056,987 | 0% | held |
| 2 | QFIN QIFU TECHNOLOGY INC | Financial Services | 27.1% | $40.3m | 1,050,997 | -51% | reduced |
| 3 | ATAT ATOUR LIFESTYLE HLDGS LTD | Consumer Cyclical | 5.0% | $7.4m | 275,000 | 0% | held |
| 4 | EDU NEW ORIENTAL ED & TECHNOLOGY | Consumer Defensive | 1.4% | $2.1m | 33,382 | – | new |
| 5 | TAL TAL EDUCATION GROUP | Consumer Defensive | 0.2% | $290.1k | 28,955 | 0% | held |
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.