13F HOLDINGS REPORT
SERENITY CAPITAL MANAGEMENT PTE. LTD.
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001172661-26-000973
Total Value
$376.8M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ZTO EXPRESS CAYMAN INC | ZTOEF | 5,056,987 | $105.6M | 28.04% |
| 2 | H WORLD GROUP LTD | HWLDF | 1,274,391 | $60.0M | 15.91% |
| 3 | TAL EDUCATION GROUP | TAL | 4,730,377 | $51.6M | 13.70% |
| 4 | MATTEL INC | MAT | 2,385,643 | $47.3M | 12.56% |
| 5 | MINISO GROUP HLDG LTD | MSOGF | 2,024,455 | $38.0M | 10.07% |
| 6 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 656,878 | $36.1M | 9.59% |
| 7 | FULL TRUCK ALLIANCE CO LTD | YMM | 1,807,769 | $19.4M | 5.15% |
| 8 | ALIBABA GROUP HLDG LTD | BBAAY | 70,000 | $10.3M | 2.72% |
| 9 | ATOUR LIFESTYLE HLDGS LTD | ATAT | 215,000 | $8.5M | 2.25% |