SERENITY CAPITAL MANAGEMENT PTE. LTD. — 13F holdings

SERENITY CAPITAL MANAGEMENT PTE. LTD. reported 11 holdings worth $332M in its 13F filing for Q2 2026, filed August 10, 2026.

Largest positions

1. ZTO ZTO EXPRESS CAYMAN INC — $113M (34.1%)
2. TAL TAL EDUCATION GROUP — $45.3M (13.7%)
3. EDU NEW ORIENTAL ED & TECHNOLOGY — $35.2M (10.6%)
4. YMM FULL TRUCK ALLIANCE CO LTD — $29.9M (9.0%)
5. PDD PDD HOLDINGS INC — $27.5M (8.3%)
6. MNSO MINISO GROUP HLDG LTD — $25.8M (7.8%)
7. CYD CHINA YUCHAI INTL LTD — $16.5M (5.0%)
8. MAT MATTEL INC — $13.9M (4.2%)
9. HTHT H WORLD GROUP LTD — $10.8M (3.3%)
10. ATAT ATOUR LIFESTYLE HLDGS LTD — $6.84M (2.1%)