SERENITY CAPITAL MANAGEMENT PTE. LTD.

CIK 0001934957 · SINGAPORE, U0 · Quarter end: 2026-06-30 · Filed on: 2026-08-10 · Open the SEC source

SERENITY CAPITAL MANAGEMENT PTE. LTD. reported 11 positions worth $331.6M as of June 30, 2026 (13F filed August 10, 2026). Largest holding: ZTO (34.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$331.6M
2026 Q2
Positions
11
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
98.0%
Est. Net Flow (Q)
2026 Q2
10 / 11 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1ZTOZTO EXPRESS CAYMAN INCSH$113.2M34.13%5,056,987
2TALTAL ED GROUPSH$45.3M13.65%4,730,377
3EDUNEW ORIENTAL ED & TECHNOLOGYSH$35.2M10.62%767,324
4YMMFULL TRUCK ALLIANCE CO LTDSH$29.9M9.03%3,687,779
5PDDPDD HOLDINGS INCSH$27.5M8.28%360,000
6MNSOMINISO GROUP HLDG LTDSH$25.8M7.79%2,141,535
7CYDCHINA YUCHAI INTL LTDSH$16.5M4.96%347,134
8MATMATTEL INCSH$13.9M4.19%1,000,000
9HTHTH WORLD GROUP LTDSH$10.8M3.25%258,668
10ATATATOUR LIFESTYLE HLDGS LTDSH$6.8M2.06%215,000

The free plan shows the top 10 positions. The remaining 1 positions, the full portfolio and quarter changes unlock with Pro.

Pro Feature

This section is exclusive to Fundocap Pro. Full holdings tables, consensus trades, ownership analysis, backtests and exports unlock with Pro.

Upgrade to Pro

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does SERENITY CAPITAL MANAGEMENT PTE. LTD. hold as of Q2 2026?

SERENITY CAPITAL MANAGEMENT PTE. LTD. reported 11 positions worth $331.6M in its Q2 2026 13F filing. Largest positions: ZTO (34.1%), TAL (13.7%), EDU (10.6%), YMM (9.0%) and PDD (8.3%).

What did SERENITY CAPITAL MANAGEMENT PTE. LTD. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did SERENITY CAPITAL MANAGEMENT PTE. LTD. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.