Serenity Capital LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Serenity Capital LLC reported 7 stock positions worth $167.1 million. Its top holding was Zto Express Cayman Inc.-ADR (ZTO) at 60.0% of the portfolio, followed by Kanzhun Ltd. - ADR (BZ, 13.8%) and Qfin Holdings Inc.-ADR (QFIN, 9.2%).
- Most Recent 13F
- Q1 2025
- Location
- Palo Alto, CA
- CIK
- 0001706018
- Portfolio Value
- $167.1M (Q1 2025)
- SEC Filing
- 0001172661-25-002048 ↗ filed May 15, 2025
Holdings 7 stocks · $167.1M
| ZTO Zto Express Cayman Inc.-ADR | 60.03% | 5,056,987 | $100.3M | — |
| BZ Kanzhun Ltd. - ADR | 13.77% | 1,200,199 | $23.0M | — |
| QFIN Qfin Holdings Inc.-ADR filed as QIFU TECHNOLOGY INC | 9.16% | 340,849 | $15.3M | — |
| EDU New Oriental Educatio-SP ADR | 7.02% | 245,498 | $11.7M | — |
| MNSO Miniso Group Holding Ltd.-ADR | 5.13% | 463,450 | $8.6M | — |
| ATAT Atour Lifestyle Holdings-ADR | 4.66% | 275,000 | $7.8M | — |
| TAL Tal Education Group- ADR | 0.23% | 28,955 | $382K | — |
Portfolio Sells Q1 2025
No earlier filing to compare with.
Portfolio Buys Q1 2025
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q1 2025 | 7 | $167.1M | ZTO, BZ, QFIN, EDU, MNSO |