SERENITY CAPITAL MANAGEMENT PTE. LTD. Long-Term Concentrated

Name: SERENITY CAPITAL MANAGEMENT PTE. LTD. Q3 2025 13F Filing | 13F Explorer
Creator: SERENITY CAPITAL MANAGEMENT PTE. LTD.
Published: 2025-11-13

Location: Singapore

CIK: 0001934957 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 13, 2025

Total Value: $394M (100.0% shares, 0.0% debt)

Holdings (8)

BZ KANZHUN LIMITED 29.9%

Value $118M Shares 5,035,348 Est. Cost $19.25 Unrealized —

ZTO ZTO EXPRESS CAYMAN INC 24.6%

Value $97.09M Shares 5,056,987 Est. Cost $26.34 Unrealized —

TAL TAL EDUCATION GROUP 13.4%

Value $52.98M Shares 4,730,377 Est. Cost $11.19 Unrealized —

HTHT H WORLD GROUP LTD 12.6%

Value $49.84M Shares 1,274,391 Est. Cost $36.81 Unrealized —

EDU NEW ORIENTAL ED & TECHNOLOGY 8.8%

Value $34.86M Shares 656,878 Est. Cost $51.94 Unrealized —

MNSO MINISO GROUP HLDG LTD 6.6%

Value $26.05M Shares 1,157,662 Est. Cost $18.33 Unrealized —

ATAT ATOUR LIFESTYLE HLDGS LTD 2.1%

Value $8.082M Shares 215,000 Est. Cost $18.35 Unrealized —

QFIN QFIN HOLDINGS INC 1.9%

Value $7.507M Shares 260,849 Est. Cost $18.80 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BZ	KANZHUN LIMITED	5,035,348	$118M	29.9%	$19.25	—	SPONSORED ADS	48553T106
ZTO	ZTO EXPRESS CAYMAN INC	5,056,987	$97.09M	24.6%	$26.34	—	SPONSORED ADS A	98980A105
TAL	TAL EDUCATION GROUP	4,730,377	$52.98M	13.4%	$11.19	—	SPONSORED ADS	874080104
HTHT	H WORLD GROUP LTD	1,274,391	$49.84M	12.6%	$36.81	—	SPONSORED ADS	44332N106
EDU	NEW ORIENTAL ED & TECHNOLOGY	656,878	$34.86M	8.8%	$51.94	—	SPON ADR	647581206
MNSO	MINISO GROUP HLDG LTD	1,157,662	$26.05M	6.6%	$18.33	—	SPONSORED ADS	66981J102
ATAT	ATOUR LIFESTYLE HLDGS LTD	215,000	$8.082M	2.1%	$18.35	—	SPONSORED ADS	04965M106
QFIN	QFIN HOLDINGS INC	260,849	$7.507M	1.9%	$18.80	—	AMERICAN DEP	88557W101