StockDriftsStockDriftsTop 11 Serenity Capital Management PTE LTD Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ZTO | ZTO EXPRESS CAYMAN INC | 34.13% | 5.06M | $113.2M | +0.00%(+0) | $25.29(-7.82%) | 2026-06-30 | |
| TAL | TAL ED GROUP | 13.65% | 4.73M | $45.3M | +0.00%(+0) | $10.69(+15.05%) | 2026-06-30 | |
| EDU | NEW ORIENTAL ED & TECHNOLOGY | 10.62% | 767.3K | $35.2M | +16.81%(+110.45K) | $54.45(+2.77%) | 2026-06-30 | |
| YMM | FULL TRUCK ALLIANCE CO LTD | 9.03% | 3.69M | $29.9M | +0.00%(+0) | $10.66(-11.39%) | 2026-06-30 | |
| PDD | PDD HOLDINGS INC | 8.28% | 360.0K | $27.5M | +0.00%(+0) | $107.78(-16.01%) | 2026-06-30 | |
| MNSO | MINISO GROUP HLDG LTD | 7.79% | 2.14M | $25.8M | +0.00%(+0) | $19.85(-39.61%) | 2026-06-30 | |
| CYD | CHINA YUCHAI INTL LTD | 4.96% | 347.1K | $16.5M | new | $42.11(+12.00%) | 2026-06-30 | |
| MAT | MATTEL INC | 4.19% | 1.00M | $13.9M | -50.05%(-1.00M) | $18.34(-18.19%) | 2026-06-30 | |
| HTHT | H WORLD GROUP LTD | 3.25% | 258.7K | $10.8M | -73.03%(-700.29K) | $36.05(+15.12%) | 2026-06-30 | |
| ATAT | ATOUR LIFESTYLE HLDGS LTD | 2.06% | 215.0K | $6.8M | +0.00%(+0) | $18.15(+90.99%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +3.17% | +9.81% | — | — | +2.86% |
| Top 20 Holdings Unweighted | +5.72% | +18.16% | — | — | -4.11% |
Serenity Capital Management PTE LTD reports $331.59M in US-listed equity holdings across 11 positions in its most recent 13F filing. Its largest disclosed positions are ZTO (34.1%), TAL (13.7%) and EDU (10.6%). The top 20 holdings account for 99.99% of reported assets. Its disclosed equity book has returned +9.81% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Serenity Capital Management PTE LTD’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1934957). View Serenity Capital Management PTE LTD’s 13F filings on SEC