account_balance
Investment manager · 13F filer · SEC CIK 1934957
Serenity Capital Management Pte. Ltd.
Reported value$332Mas of Jun 30, 2026
Positions11 1 new, 0 sold out
Top 10 weight98.0%ZTO alone is 34%
FiledAug 1041 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
This fund reports 11 stocks.
ZTOZto Express Cayman Inc
34.1%
TALTal Ed Group
13.7%
EDUNew Oriental Ed & Technology
10.6%Added +17%
YMMFull Truck Alliance Co Ltd
9.0%
PDDPDD Holdings Inc
8.3%
MNSOMiniso Group HLDG Ltd
7.8%
CYDChina Yuchai Intl Ltd
5.0%New
MATMattel Inc
4.2%Trimmed −50%
HTHTH World Group Ltd
3.3%Trimmed −73%
ATAT2.1%BABA2.0%Box size is the share of the fund. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 11 as a list
ZTO Zto Express Cayman Inc 34.1% HeldTAL Tal Ed Group 13.7% HeldEDU New Oriental Ed & Technology 10.6% Added +17%YMM Full Truck Alliance Co Ltd 9.0% HeldPDD PDD Holdings Inc 8.3% HeldMNSO Miniso Group HLDG Ltd 7.8% HeldCYD China Yuchai Intl Ltd 5.0% NewMAT Mattel Inc 4.2% Trimmed −50%HTHT H World Group Ltd 3.3% Trimmed −73%ATAT Atour Lifestyle Hldgs Ltd 2.1% HeldBABA Alibaba Group HLDG Ltd 2.0% Held
What changed