Serenity Capital Management Pte. Ltd. 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Serenity Capital Management Pte. Ltd. disclosed 11 US equity positions worth $331.6m in its Q2 2026 13F filing. The largest position was ZTO at 34.1% of the reported book, followed by TAL and EDU. Against the Q1 2026 filing, it opened 1 new position, added to 1 and reduced 2 among the top 11 holdings.
What did Serenity Capital Management Pte. Ltd. own in Q2 2026? Top 11 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | ZTO ZTO EXPRESS CAYMAN INC | Industrials | 34.1% | $113.2m | 5,056,987 | 0% | held |
| 2 | TAL TAL ED GROUP | Consumer Defensive | 13.7% | $45.3m | 4,730,377 | 0% | held |
| 3 | EDU NEW ORIENTAL ED & TECHNOLOGY | Consumer Defensive | 10.6% | $35.2m | 767,324 | 17% | added |
| 4 | YMM FULL TRUCK ALLIANCE CO LTD | Technology | 9.0% | $29.9m | 3,687,779 | 0% | held |
| 5 | PDD PDD HOLDINGS INC | Consumer Cyclical | 8.3% | $27.5m | 360,000 | 0% | held |
| 6 | MNSO MINISO GROUP HLDG LTD | Consumer Cyclical | 7.8% | $25.8m | 2,141,535 | 0% | held |
| 7 | CHINA YUCHAI INTL LTD | 5.0% | $16.5m | 347,134 | – | new | |
| 8 | MAT MATTEL INC | Consumer Cyclical | 4.2% | $13.9m | 1,000,000 | -50% | reduced |
| 9 | HTHT H WORLD GROUP LTD | Consumer Cyclical | 3.3% | $10.8m | 258,668 | -73% | reduced |
| 10 | ATAT ATOUR LIFESTYLE HLDGS LTD | Consumer Cyclical | 2.1% | $6.8m | 215,000 | 0% | held |
| 11 | BABA ALIBABA GROUP HLDG LTD | Consumer Cyclical | 2.0% | $6.7m | 70,000 | 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.