SERENITY CAPITAL MANAGEMENT PTE. LTD.
Top Portfolio Positions
10 positions ·
$414,365,802 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| ZTO |
ZTO Express (Cayman) Inc.
Industrials
|
5,056,987 | $127,284,362 | 30.72% | |
| TAL |
TAL Education Group
Consumer Defensive
|
4,730,377 | $53,784,386 | 12.98% | |
| HTHT |
H World Group Ltd
Consumer Cyclical
|
958,957 | $48,225,947 | 11.64% | |
| EDU |
New Oriental Education & Technology Group Inc.
Consumer Defensive
|
656,878 | $37,199,001 | 8.98% | |
| PDD |
PDD Holdings Inc.
Consumer Cyclical
|
360,000 | $36,784,800 | 8.88% | |
| MNSO |
MINISO Group Holding Ltd
Consumer Cyclical
|
2,141,535 | $34,692,867 | 8.37% | |
| YMM |
Full Truck Alliance Co. Ltd.
Technology
|
3,687,779 | $30,608,565 | 7.39% | |
| MAT |
Mattel Inc /De/
Consumer Cyclical
|
2,002,032 | $29,089,524 | 7.02% | |
| BABA |
Alibaba Group Holding Ltd
Consumer Cyclical
|
70,000 | $8,782,200 | 2.12% | |
| ATAT |
Atour Lifestyle Holdings Ltd
Consumer Cyclical
|
215,000 | $7,914,150 | 1.91% |
Portfolio Trend
14 quarters · across all stocks
Holdings in YMM
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $30,608,565 | 3,687,779 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $19,397,361 | 1,807,769 | Shares | Sole | 2026-02-17 | |
| No 13F history on record for this holder in this stock. | ||||||