Serenity Capital Management Pte. Ltd.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$414.4M
Q ending 2026-03-31
Prior quarter
$376.8M
Q ending 2025-12-31
Change
+10.0% QoQ · +147.9% YoY
Positions
10
reported holdings
Largest positions
All 10 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Zto Express Cayman Inc | ZTO | Shares | $127.3M | 5.1M |
| Tal Ed Group | TAL | Shares | $53.8M | 4.7M |
| H World Group Ltd | HTHT | Shares | $48.2M | 959K |
| New Oriental Ed & Technology | EDU | Shares | $37.2M | 657K |
| Pdd Holdings Inc | PDD | Shares | $36.8M | 360K |
| Miniso Group Hldg Ltd | MNSO | Shares | $34.7M | 2.1M |
| Full Truck Alliance Co Ltd | YMM | Shares | $30.6M | 3.7M |
| Mattel Inc | MAT | Shares | $29.1M | 2.0M |
| Alibaba Group Hldg Ltd | BABA | Shares | $8.8M | 70K |
| Atour Lifestyle Hldgs Ltd | ATAT | Shares | $7.9M | 215K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.