Serenity Capital Management Pte. Ltd. 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Serenity Capital Management Pte. Ltd. disclosed 10 US equity positions worth $414.4m in its Q1 2026 13F filing. The largest position was ZTO at 30.7% of the reported book, followed by TAL and HTHT.
What did Serenity Capital Management Pte. Ltd. own in Q1 2026? Top 10 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | ZTO ZTO EXPRESS CAYMAN INC | Industrials | 30.7% | $127.3m | 5,056,987 | – | |
| 2 | TAL TAL ED GROUP | Consumer Defensive | 13.0% | $53.8m | 4,730,377 | – | |
| 3 | HTHT H WORLD GROUP LTD | Consumer Cyclical | 11.6% | $48.2m | 958,957 | – | |
| 4 | EDU NEW ORIENTAL ED & TECHNOLOGY | Consumer Defensive | 9.0% | $37.2m | 656,878 | – | |
| 5 | PDD PDD HOLDINGS INC | Consumer Cyclical | 8.9% | $36.8m | 360,000 | – | |
| 6 | MNSO MINISO GROUP HLDG LTD | Consumer Cyclical | 8.4% | $34.7m | 2,141,535 | – | |
| 7 | YMM FULL TRUCK ALLIANCE CO LTD | Technology | 7.4% | $30.6m | 3,687,779 | – | |
| 8 | MAT MATTEL INC | Consumer Cyclical | 7.0% | $29.1m | 2,002,032 | – | |
| 9 | BABA ALIBABA GROUP HLDG LTD | Consumer Cyclical | 2.1% | $8.8m | 70,000 | – | |
| 10 | ATAT ATOUR LIFESTYLE HLDGS LTD | Consumer Cyclical | 1.9% | $7.9m | 215,000 | – |
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.