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Serenity Capital 13F Portfolio

Portfolio Manager
Serenity Capital Llc
Performance
0% (N/A)
AUM (13F)
$167.13M
# of Holdings
7
Performance Rank
N/A
Allocation (Top 20)
N/A
Latest filing
Q1 2025

Serenity Capital Llc Holdings Map

Top 7 Serenity Capital Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
ZTO
ZTO EXPRESS CAYMAN INC
60.03%5.06M$100.3Mnew2025-Q1: 5.06M shares2025-03-31
BZ
KANZHUN LIMITED
13.77%1.20M$23.0Mnew2025-Q1: 1.20M shares2025-03-31
QFIN
QIFU TECHNOLOGY INC
9.16%340.8K$15.3Mnew2025-Q1: 340.8K shares2025-03-31
EDU
NEW ORIENTAL ED & TECHNOLOGY
7.02%245.5K$11.7Mnew2025-Q1: 245.5K shares2025-03-31
MNSO
MINISO GROUP HLDG LTD
5.13%463.4K$8.6Mnew2025-Q1: 463.4K shares2025-03-31
ATAT
ATOUR LIFESTYLE HLDGS LTD
4.66%275.0K$7.8Mnew2025-Q1: 275.0K shares2025-03-31
TAL
TAL EDUCATION GROUP
0.23%29.0K$382Knew2025-Q1: 29.0K shares2025-03-31

About Serenity Capital Llc’s portfolio

Serenity Capital Llc reports $167.13M in US-listed equity holdings across 7 positions in its most recent 13F filing. Its largest disclosed positions are ZTO (60.0%), BZ (13.8%) and QFIN (9.2%). Figures reflect the Q1 2025 filing.

Portfolio concentration

Portfolio concentration
ZTO — 60.0% ($100.33M)BZ — 13.8% ($23.01M)QFIN — 9.2% ($15.31M)EDU — 7.0% ($11.74M)MNSO — 5.1% ($8.57M)ATAT — 4.7% ($7.80M)TAL — 0.2% ($382.5K)
100%in top 7
  • ZTO60.0%
  • BZ13.8%
  • QFIN9.2%
  • EDU7.0%
  • MNSO5.1%
  • ATAT4.7%
  • TAL0.2%

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Source filings

Holdings on this page are parsed from Serenity Capital Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1706018). View Serenity Capital Llc’s 13F filings on SEC

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