SERENITY CAPITAL MANAGEMENT PTE. LTD. Long-Term Concentrated

Name: SERENITY CAPITAL MANAGEMENT PTE. LTD. Q2 2026 13F Filing | 13F Explorer
Creator: SERENITY CAPITAL MANAGEMENT PTE. LTD.
Published: 2026-08-10

Location: Singapore

CIK: 0001934957 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 10, 2026

Total Value: $332M (100.0% shares, 0.0% debt)

Holdings (11)

New Positions (1)

CYD CHINA YUCHAI INTL LTD 5.0%

Value $16.46M Shares 347,134 Est. Cost $47.41 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CYD	CHINA YUCHAI INTL LTD	347,134	$16.46M	5.0%	$47.41	—	COM	G21082105

Increased Positions (1)

EDU NEW ORIENTAL ED & TECHNOLOGY 10.6%

Value $35.23M (-5.3%) Shares 767,324 (+16.8%) Est. Cost $51.07 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
EDU	NEW ORIENTAL ED & TECHNOLOGY	767,324 (+16.8%)	$35.23M (-5.3%)	10.6%	$51.07	—	SPON ADR	647581206

Decreased Positions (2)

HTHT H WORLD GROUP LTD 3.3%

Value $10.79M (-77.6%) Shares 258,668 (-73.0%) Est. Cost $36.81 Unrealized —

MAT MATTEL INC 4.2%

Value $13.88M (-52.3%) Shares 1,000,000 (-50.1%) Est. Cost $19.32 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
HTHT	H WORLD GROUP LTD	258,668 (-73.0%)	$10.79M (-77.6%)	3.3%	$36.81	—	SPONSORED ADS	44332N106
MAT	MATTEL INC	1,000,000 (-50.1%)	$13.88M (-52.3%)	4.2%	$19.32	—	COM	577081102

Unchanged Positions (7)

ZTO ZTO EXPRESS CAYMAN INC 34.1%

Value $113M Shares 5,056,987 Est. Cost $26.34 Unrealized —

PDD PDD HOLDINGS INC 8.3%

Value $27.46M Shares 360,000 Est. Cost $102.18 Unrealized —

MNSO MINISO GROUP HLDG LTD 7.8%

Value $25.83M Shares 2,141,535 Est. Cost $18.38 Unrealized —

TAL TAL ED GROUP 13.7%

Value $45.27M Shares 4,730,377 Est. Cost $11.19 Unrealized —

BABA ALIBABA GROUP HLDG LTD 2.0%

Value $6.719M Shares 70,000 Est. Cost $146.58 Unrealized —

ATAT ATOUR LIFESTYLE HLDGS LTD 2.1%

Value $6.837M Shares 215,000 Est. Cost $18.35 Unrealized —

YMM FULL TRUCK ALLIANCE CO LTD 9.0%

Value $29.94M Shares 3,687,779 Est. Cost $9.49 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
ZTO	ZTO EXPRESS CAYMAN INC	5,056,987	$113M	34.1%	$26.34	—	SPONSORED ADS A	98980A105
PDD	PDD HOLDINGS INC	360,000	$27.46M	8.3%	$102.18	—	SPONSORED ADS	722304102
MNSO	MINISO GROUP HLDG LTD	2,141,535	$25.83M	7.8%	$18.38	—	SPONSORED ADS	66981J102
TAL	TAL ED GROUP	4,730,377	$45.27M	13.7%	$11.19	—	SPONSORED ADS	874080104
BABA	ALIBABA GROUP HLDG LTD	70,000	$6.719M	2.0%	$146.58	—	SPONSORED ADS	01609W102
ATAT	ATOUR LIFESTYLE HLDGS LTD	215,000	$6.837M	2.1%	$18.35	—	SPONSORED ADS	04965M106
YMM	FULL TRUCK ALLIANCE CO LTD	3,687,779	$29.94M	9.0%	$9.49	—	SPONSORED ADS	35969L108