# SERENITY CAPITAL MANAGEMENT PTE. LTD.: Form 13F holdings

An institutional investment manager in Singapore. SEC CIK 1934957.

- Quarter ended: 2026-06-30
- Filed: 2026-08-10
- Reported value: $331.6m
- Positions: 11 (11 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1934957/000117266126003184/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [ZTO EXPRESS CAYMAN INC (ZTO)](/companies/zto.md) | SPONSORED ADS A | $113.2m | 34.1% | 5,056,987 |  | Unchanged |
| [TAL ED GROUP (TAL)](/companies/tal.md) | SPONSORED ADS | $45.3m | 13.7% | 4,730,377 |  | Unchanged |
| [NEW ORIENTAL ED & TECHNOLOGY (EDU)](/companies/edu.md) | SPON ADR | $35.2m | 10.6% | 767,324 |  | Added +110,446 |
| [FULL TRUCK ALLIANCE CO LTD (YMM)](/companies/ymm.md) | SPONSORED ADS | $29.9m | 9.0% | 3,687,779 |  | Unchanged |
| [PDD HOLDINGS INC (PDD)](/companies/pdd.md) | SPONSORED ADS | $27.5m | 8.3% | 360,000 |  | Unchanged |
| [MINISO GROUP HLDG LTD (MNSO)](/companies/mnso.md) | SPONSORED ADS | $25.8m | 7.8% | 2,141,535 |  | Unchanged |
| CHINA YUCHAI INTL LTD | COM | $16.5m | 5.0% | 347,134 |  | New +347,134 |
| [MATTEL INC (MAT)](/companies/mat.md) | COM | $13.9m | 4.2% | 1,000,000 |  | Reduced −1,002,032 |
| [H WORLD GROUP LTD (HTHT)](/companies/htht.md) | SPONSORED ADS | $10.8m | 3.3% | 258,668 |  | Reduced −700,289 |
| [ATOUR LIFESTYLE HLDGS LTD (ATAT)](/companies/atat.md) | SPONSORED ADS | $6.8m | 2.1% | 215,000 |  | Unchanged |
| [ALIBABA GROUP HLDG LTD (BABA)](/companies/baba.md) | SPONSORED ADS | $6.7m | 2.0% | 70,000 |  | Unchanged |

Source: SEC EDGAR, Form 13F-HR, accession 0001172661-26-003184. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.
