Serenity Capital Management Pte.
Serenity Capital Management Pte. reported 11 stocks worth $332M in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are ZTO (34.1%), TAL (13.7%) and EDU (10.6%). Compared with Q1 2026, the fund opened new positions in CYD, added to EDU and trimmed MAT and HTHT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  ZTO Zto Express Cayman Inc | $113M | 34.1% | 5.1M | No change | 8 of 8 | |
| 2 |  TAL Tal Education Group | $45.3M | 13.7% | 4.7M | No change | 8 of 8 | |
| 3 |  EDU NEW ORIENTAL ED & TECHNOLOGY | $35.2M | 10.6% | 767K | +110K (+17%) | 7 of 8 | |
| 4 |  YMM Full Truck Alliance Co Ltd | $29.9M | 9.0% | 3.7M | No change | 3 of 8 | |
| 5 |  PDD Pdd Holdings Inc | $27.5M | 8.3% | 360K | No change | 2 of 8 | |
| 6 |  MNSO Miniso Group Hldg Ltd | $25.8M | 7.8% | 2.1M | No change | 6 of 8 | |
| 7 |  CYD China Yuchai Intl Ltd | $16.5M | 5.0% | 347K | New position | 1 of 8 | |
| 8 |  MAT Mattel Inc | $13.9M | 4.2% | 1M | −1M (−50%) | 3 of 8 | |
| 9 |  HTHT H World Group Ltd | $10.8M | 3.3% | 259K | −700K (−73%) | 5 of 8 | |
| 10 |  ATAT Atour Lifestyle Hldgs Ltd | $6.8M | 2.1% | 215K | No change | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 10, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
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All hedge fund holdings →Serenity Capital Management Pte. 13F FAQ
What does Serenity Capital Management Pte. own?
Serenity Capital Management Pte. reported 11 stocks worth $332M in its 13F filing for Q2 2026, filed Aug 10, 2026. The table above lists every position in the filing (the top 10 without an account).
What did Serenity Capital Management Pte. buy and sell in Q2 2026?
Compared with Q1 2026: 1 new positions, 1 added to, 2 trimmed and 0 sold out. New positions include CYD.
When will Serenity Capital Management Pte. file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Serenity Capital Management Pte.'s portfolio worth?
The Q2 2026 filing reports $332M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.