SERENITY CAPITAL MANAGEMENT PTE. LTD.: 13F holdings
CIK 19349572026Q2
| Positions | 11 |
|---|---|
| Reported value | $331.6m |
| Filed | 2026-08-10 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| ZTO ZTO EXPRESS CAYMAN INC | 5,056,987 | $113.2m | 34.1% |
| TAL TAL ED GROUP | 4,730,377 | $45.3m | 13.7% |
| EDU NEW ORIENTAL ED & TECHNOLOGY | 767,324 | $35.2m | 10.6% |
| YMM FULL TRUCK ALLIANCE CO LTD | 3,687,779 | $29.9m | 9.0% |
| PDD PDD HOLDINGS INC | 360,000 | $27.5m | 8.3% |
| MNSO MINISO GROUP HLDG LTD | 2,141,535 | $25.8m | 7.8% |
| CHINA YUCHAI INTL LTD | 347,134 | $16.5m | 5.0% |
| MAT MATTEL INC | 1,000,000 | $13.9m | 4.2% |
| HTHT H WORLD GROUP LTD | 258,668 | $10.8m | 3.3% |
| ATOUR LIFESTYLE HLDGS LTD | 215,000 | $6.8m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1934957")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.