SERENITY CAPITAL MANAGEMENT PTE. LTD.
CIK 0001934957 · SINGAPORE, U0 · Quarter end: 2026-06-30 · Filed on: 2026-08-10 · Open the SEC source ↗
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
Top Holdings
ZTO
ZTO EXPRESS CAYMAN INC
34.1%
TAL
TAL ED GROUP
13.7%
EDU
NEW ORIENTAL ED & TECHNOLOGY
10.6%
YMM
FULL TRUCK ALLIANCE CO LTD
9.0%
PDD
PDD HOLDINGS INC
8.3%
MNSO
MINISO GROUP HLDG LTD
7.8%
CYD
CHINA YUCHAI INTL LTD
5.0%
MAT
MATTEL INC
4.2%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.