SERENITY CAPITAL MANAGEMENT PTE. LTD. Long-Term Concentrated

Name: SERENITY CAPITAL MANAGEMENT PTE. LTD. Q4 2025 13F Filing | 13F Explorer
Creator: SERENITY CAPITAL MANAGEMENT PTE. LTD.
Published: 2026-02-17

Location: Singapore

CIK: 0001934957 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 17, 2026

Total Value: $377M (100.0% shares, 0.0% debt)

Holdings (9)

ZTO ZTO EXPRESS CAYMAN INC 28.0%

Value $106M Shares 5,056,987 Est. Cost $26.34 Unrealized —

HTHT H WORLD GROUP LTD 15.9%

Value $59.96M Shares 1,274,391 Est. Cost $36.81 Unrealized —

TAL TAL EDUCATION GROUP 13.7%

Value $51.61M Shares 4,730,377 Est. Cost $11.19 Unrealized —

MAT MATTEL INC 12.6%

Value $47.33M Shares 2,385,643 Est. Cost $19.32 Unrealized 0.0%

MNSO MINISO GROUP HLDG LTD 10.1%

Value $37.96M Shares 2,024,455 Est. Cost $18.51 Unrealized —

EDU NEW ORIENTAL ED & TECHNOLOGY 9.6%

Value $36.15M Shares 656,878 Est. Cost $51.94 Unrealized —

YMM FULL TRUCK ALLIANCE CO LTD 5.1%

Value $19.4M Shares 1,807,769 Est. Cost $10.73 Unrealized —

BABA ALIBABA GROUP HLDG LTD 2.7%

Value $10.26M Shares 70,000 Est. Cost $146.58 Unrealized —

ATAT ATOUR LIFESTYLE HLDGS LTD 2.2%

Value $8.471M Shares 215,000 Est. Cost $18.35 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
ZTO	ZTO EXPRESS CAYMAN INC	5,056,987	$106M	28.0%	$26.34	—	SPONSORED ADS A	98980A105
HTHT	H WORLD GROUP LTD	1,274,391	$59.96M	15.9%	$36.81	—	SPONSORED ADS	44332N106
TAL	TAL EDUCATION GROUP	4,730,377	$51.61M	13.7%	$11.19	—	SPONSORED ADS	874080104
MAT	MATTEL INC	2,385,643	$47.33M	12.6%	$19.32	0.0%	COM	577081102
MNSO	MINISO GROUP HLDG LTD	2,024,455	$37.96M	10.1%	$18.51	—	SPONSORED ADS	66981J102
EDU	NEW ORIENTAL ED & TECHNOLOGY	656,878	$36.15M	9.6%	$51.94	—	SPON ADR	647581206
YMM	FULL TRUCK ALLIANCE CO LTD	1,807,769	$19.4M	5.1%	$10.73	—	SPONSORED ADS	35969L108
BABA	ALIBABA GROUP HLDG LTD	70,000	$10.26M	2.7%	$146.58	—	SPONSORED ADS	01609W102
ATAT	ATOUR LIFESTYLE HLDGS LTD	215,000	$8.471M	2.2%	$18.35	—	SPONSORED ADS	04965M106