Holders — by stockHoldings — by fund
SERENITY CAPITAL MANAGEMENT PTE. LTD.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001934957
$331.6M
disclosed book value
11
positions
34.1%
largest position share
Positions, as of 2026-06-30
top 11 of 11 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | ZTOZTO EXPRESS CAYMAN INC | 5.1M | $113.2M | 34.1% |
| 2 | TALTAL ED GROUP | 4.7M | $45.3M | 13.7% |
| 3 | EDUNEW ORIENTAL ED & TECHNOLOGY | 767,324 | $35.2M | 10.6% |
| 4 | YMMFULL TRUCK ALLIANCE CO LTD | 3.7M | $29.9M | 9% |
| 5 | PDDPDD HOLDINGS INC | 360,000 | $27.5M | 8.3% |
| 6 | MNSOMINISO GROUP HLDG LTD | 2.1M | $25.8M | 7.8% |
| 7 | CYDCHINA YUCHAI INTL LTD | 347,134 | $16.5M | 5% |
| 8 | MATMATTEL INC | 1.0M | $13.9M | 4.2% |
| 9 | HTHTH WORLD GROUP LTD | 258,668 | $10.8M | 3.3% |
| 10 | ATATATOUR LIFESTYLE HLDGS LTD | 215,000 | $6.8M | 2.1% |
| 11 | BABAALIBABA GROUP HLDG LTD | 70,000 | $6.7M | 2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.