Serenity Capital Management Pte. Ltd. 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Serenity Capital Management Pte. Ltd. disclosed 7 US equity positions worth $167.1m in its Q1 2025 13F filing. The largest position was ZTO at 60.0% of the reported book, followed by BZ and QFIN. Against the Q4 2024 filing, it opened 2 new positions, added to 1 and reduced 1 among the top 7 holdings.
What did Serenity Capital Management Pte. Ltd. own in Q1 2025? Top 7 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | ZTO ZTO EXPRESS CAYMAN INC | Industrials | 60.0% | $100.3m | 5,056,987 | 0% | held |
| 2 | BZ KANZHUN LIMITED | Communication Services | 13.8% | $23.0m | 1,200,199 | – | new |
| 3 | QFIN QIFU TECHNOLOGY INC | Financial Services | 9.2% | $15.3m | 340,849 | -68% | reduced |
| 4 | EDU NEW ORIENTAL ED & TECHNOLOGY | Consumer Defensive | 7.0% | $11.7m | 245,498 | 635% | added |
| 5 | MNSO MINISO GROUP HLDG LTD | Consumer Cyclical | 5.1% | $8.6m | 463,450 | – | new |
| 6 | ATAT ATOUR LIFESTYLE HLDGS LTD | Consumer Cyclical | 4.7% | $7.8m | 275,000 | 0% | held |
| 7 | TAL TAL EDUCATION GROUP | Consumer Defensive | 0.2% | $382.5k | 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.