Serenity Capital Management Pte. LTD.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Serenity Capital Management Pte. LTD. reported 5 stock positions worth $149.0 million. Its top holding was Zto Express Cayman Inc.-ADR (ZTO) at 66.3% of the portfolio, followed by Qfin Holdings Inc.-ADR (QFIN, 27.1%) and Atour Lifestyle Holdings-ADR (ATAT, 5.0%). Compared with Q3 2024, it opened 1 new position and reduced 1. The biggest buy was a new position in New Oriental Educatio-SP ADR (EDU) and the biggest sale Qfin Holdings Inc.-ADR (QFIN, shares −51%).
- Most Recent 13F
- Q2 2026
- Location
- Singapore, U0
- CIK
- 0001934957
- Portfolio Value
- $149.0M (Q4 2024)
- SEC Filing
- 0001172661-25-000822 ↗ filed Feb 13, 2025
Holdings Value
Holdings 5 stocks · $149.0M
| ZTO Zto Express Cayman Inc.-ADR | 66.34% | 5,056,987 | $98.9M | No change |
| QFIN Qfin Holdings Inc.-ADR filed as QIFU TECHNOLOGY INC | 27.07% | 1,050,997 | $40.3M | Reduce -50.8% |
| ATAT Atour Lifestyle Holdings-ADR | 4.96% | 275,000 | $7.4M | No change |
| EDU New Oriental Educatio-SP ADR | 1.44% | 33,382 | $2.1M | New |
| TAL Tal Education Group- ADR | 0.19% | 28,955 | $290K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| QFIN Qfin Holdings Inc.-ADR | Reduce -50.8% | 27.07% | −5.36 |
Portfolio Buys Q3 2024 → Q4 2024
| EDU New Oriental Educatio-SP ADR | New | 1.44% | +1.44 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 11 | $331.6M | ZTO, TAL, EDU, YMM, PDD |
| Q1 2026 | 10 | $414.4M | ZTO, TAL, HTHT, EDU, PDD |
| Q4 2025 | 9 | $376.8M | ZTO, HTHT, TAL, MAT, MNSO |
| Q3 2025 | 8 | $394.0M | BZ, ZTO, TAL, HTHT, EDU |
| Q2 2025 | 8 | $235.8M | ZTO, BZ, MNSO, HTHT, EDU |
| Q1 2025 | 7 | $167.1M | ZTO, BZ, QFIN, EDU, MNSO |
| Q4 2024 | 5 | $149.0M | ZTO, QFIN, ATAT, EDU, TAL |
| Q3 2024 | 4 | $196.4M | ZTO, QFIN, ATAT, TAL |
| Q2 2024 | 4 | $161.6M | ZTO, QFIN, ATAT, TAL |
| Q1 2024 | 3 | $178.8M | ZTO, QFIN, TAL |