Serenity Capital LLC — 13F holdings

Serenity Capital LLC reported 7 holdings worth $167M in its 13F filing for Q1 2025, filed May 15, 2025.

Largest positions

1. ZTO ZTO EXPRESS CAYMAN INC — $100M (60.0%)
2. BZ KANZHUN LIMITED — $23.0M (13.8%)
3. QFIN QIFU TECHNOLOGY INC — $15.3M (9.2%)
4. EDU NEW ORIENTAL ED & TECHNOLOGY — $11.7M (7.0%)
5. MNSO MINISO GROUP HLDG LTD — $8.57M (5.1%)
6. ATAT ATOUR LIFESTYLE HLDGS LTD — $7.80M (4.7%)
7. TAL TAL EDUCATION GROUP — $382K (0.2%)