Serenity Capital Management Pte. Ltd. 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Serenity Capital Management Pte. Ltd. disclosed 8 US equity positions worth $235.8m in its Q2 2025 13F filing. The largest position was ZTO at 38.1% of the reported book, followed by BZ and MNSO. Against the Q1 2025 filing, it opened 1 new position, added to 2 and reduced 1 among the top 8 holdings.
What did Serenity Capital Management Pte. Ltd. own in Q2 2025? Top 8 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | ZTO ZTO EXPRESS CAYMAN INC | Industrials | 38.1% | $89.8m | 5,056,987 | 0% | held |
| 2 | BZ KANZHUN LIMITED | Communication Services | 30.5% | $72.0m | 4,035,348 | 236% | added |
| 3 | MNSO MINISO GROUP HLDG LTD | Consumer Cyclical | 8.9% | $21.1m | 1,157,662 | 150% | added |
| 4 | HTHT H WORLD GROUP LTD | Consumer Cyclical | 8.1% | $19.1m | 563,960 | – | new |
| 5 | EDU NEW ORIENTAL ED & TECHNOLOGY | Consumer Defensive | 5.6% | $13.2m | 245,498 | 0% | held |
| 6 | QFIN QIFU TECHNOLOGY INC | Financial Services | 4.8% | $11.3m | 260,849 | -23% | reduced |
| 7 | ATAT ATOUR LIFESTYLE HLDGS LTD | Consumer Cyclical | 3.8% | $8.9m | 275,000 | 0% | held |
| 8 | TAL TAL EDUCATION GROUP | Consumer Defensive | 0.1% | $295.9k | 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.