Serenity Capital Management Pte. Ltd. 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Serenity Capital Management Pte. Ltd. disclosed 8 US equity positions worth $394.0m in its Q3 2025 13F filing. The largest position was BZ at 29.9% of the reported book, followed by ZTO and TAL. Against the Q2 2025 filing, it opened 0 new positions, added to 4 and reduced 1 among the top 8 holdings.
What did Serenity Capital Management Pte. Ltd. own in Q3 2025? Top 8 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | BZ KANZHUN LIMITED | Communication Services | 29.9% | $117.6m | 5,035,348 | 25% | added |
| 2 | ZTO ZTO EXPRESS CAYMAN INC | Industrials | 24.6% | $97.1m | 5,056,987 | 0% | held |
| 3 | TAL TAL EDUCATION GROUP | Consumer Defensive | 13.4% | $53.0m | 4,730,377 | 16237% | added |
| 4 | HTHT H WORLD GROUP LTD | Consumer Cyclical | 12.6% | $49.8m | 1,274,391 | 126% | added |
| 5 | EDU NEW ORIENTAL ED & TECHNOLOGY | Consumer Defensive | 8.8% | $34.9m | 656,878 | 168% | added |
| 6 | MNSO MINISO GROUP HLDG LTD | Consumer Cyclical | 6.6% | $26.0m | 1,157,662 | 0% | held |
| 7 | ATAT ATOUR LIFESTYLE HLDGS LTD | Consumer Cyclical | 2.1% | $8.1m | 215,000 | -22% | reduced |
| 8 | QFIN QFIN HOLDINGS INC | Financial Services | 1.9% | $7.5m | 260,849 | 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.