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Serenity Capital LLC

Location
Palo Alto, CA
Portfolio Value
Small $167,131,158
Diversification
Highly concentrated
Filing Date
Global Rank
#4,156 / 7,977 ▼ 946
Top Industry
Integrated Freight & Logistics 60.0%
3Y Alpha vs SPY
-29.0%
Period ended 1 year ago
Filed May 15, 2025 · 1y
10 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
-22.6%
SPY
+76.5%
Annualised alpha
-29.0%
Max drawdown
−41.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

7 positions · as of Mar 31, 2025 · Δ vs Mar 31, 2022
Top Position
60.0%
−26.6 pts
Top 5
95.1%
−4.9 pts
Top 10
100.0%
0.0 pts
HHI
3,975
Mar 2020 → Mar 2025 · range 3,246 – 10,000
Highly concentrated−3,716

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2025
Sector % Portfolio Value
Industrials 60.0% $100,330,622
Communication Services 13.8% $23,007,814
Consumer Cyclical 9.8% $16,365,440
Financial Services 9.2% $15,307,528
Consumer Defensive 7.3% $12,119,754

Last Quarter's Activity

Export CSV
Mar 31, 2025 vs Mar 31, 2022

Added To

Positions the filer increased
No qualifying positions this quarter.

Trimmed

Positions the filer reduced
1 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
6 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
1 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
7 positions · $167,131,158 total · as of Mar 31, 2025
Ticker Company Shares Value (USD) % of Portfolio History