Serenity Capital Management Pte. LTD. reported 11 positions worth $331.59M for the quarter ended Jun 30, 2026, down 20.0% on the prior quarter. It opened 1 new position, added to 1, trimmed 2 and exited 0. Its largest holding is ZTO Express (Cayman) Inc. at 34.1% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| CYD China Yuchai International Ltd | +347.1K | $16.46M | 4.96% |
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | ZTO ZTO Express (Cayman) Inc. | Industrials | 5.06M | $113.18M | 34.13% | 0 | 0.0% | Unchanged | 0.63% |
| 2 | TAL TAL Education Group | Consumer Discretionary | 4.73M | $45.27M | 13.65% | 0 | 0.0% | Unchanged | 0.77% |
| 3 | EDU New Oriental Education & Technology Group Inc. | Consumer Discretionary | 767.3K | $35.23M | 10.62% | +110.4K | +16.8% | Added | 0.5% |
| 4 | YMM Full Truck Alliance Co. Ltd. | Technology | 3.69M | $29.94M | 9.03% | 0 | 0.0% | Unchanged | 0.35% |
| 5 | PDD PDD Holdings Inc. | Technology | 360.0K | $27.46M | 8.28% | 0 | 0.0% | Unchanged | 0.03% |
| 6 | MNSO MINISO Group Holding Ltd | Consumer Discretionary | 2.14M | $25.83M | 7.79% | 0 | 0.0% | Unchanged | 0.69% |
| 7 | CYD China Yuchai International Ltd | Industrials | 347.1K | $16.46M | 4.96% | +347.1K | – | New | 0.93% |
| 8 | MAT Mattel Inc | Consumer Discretionary | 1.00M | $13.88M | 4.19% | -1.00M | -50.1% | Reduced | 0.35% |
| 9 | HTHT H World Group Ltd | Consumer Discretionary | 258.7K | $10.79M | 3.25% | -700.3K | -73.0% | Reduced | 0.08% |
| 10 | ATAT Atour Lifestyle Holdings Ltd | Consumer Discretionary | 215.0K | $6.84M | 2.06% | 0 | 0.0% | Unchanged | 0.16% |
| 11 | BABA Alibaba Group Holding Ltd | Technology | 70.0K | $6.72M | 2.03% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at Serenity Capital Management Pte.
As of its Q2 2026 13F filing, Serenity Capital Management Pte. LTD.’s five largest positions were ZTO Express (Cayman) Inc. (ZTO) at 34.1%, TAL Education Group (TAL) at 13.7%, New Oriental Education & Technology Group Inc. (EDU) at 10.6%, Full Truck Alliance Co. Ltd. (YMM) at 9.0%, PDD Holdings Inc. (PDD) at 8.3% of the reported portfolio.
Serenity Capital Management Pte. LTD. reported a 13F portfolio worth $331.59M across 11 positions for Q2 2026. That is down 20.0% from the previous quarter.
Its largest purchases by value were China Yuchai International Ltd ($16.46M), New Oriental Education & Technology Group Inc. ($5.07M). It opened 1 new positions.
Its largest sales by value were H World Group Ltd ($29.22M), Mattel Inc ($13.91M). It exited 0 positions entirely.
From the Form 13F-HR reports Serenity Capital Management Pte. LTD. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.