SERENITY CAPITAL MANAGEMENT PTE. LTD.

Est. AUM

$414.4M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ZTO EXPRESS CAYMAN INC	SPONSORED ADS A	$127.3M	5056987	30.72%	SOLE
2	TAL ED GROUP	SPONSORED ADS	$53.8M	4730377	12.98%	SOLE
3	H WORLD GROUP LTD	SPONSORED ADS	$48.2M	958957	11.64%	SOLE
4	NEW ORIENTAL ED & TECHNOLOGY	SPON ADR	$37.2M	656878	8.98%	SOLE
5	PDD HOLDINGS INC	SPONSORED ADS	$36.8M	360000	8.88%	SOLE
6	MINISO GROUP HLDG LTD	SPONSORED ADS	$34.7M	2141535	8.37%	SOLE
7	FULL TRUCK ALLIANCE CO LTD	SPONSORED ADS	$30.6M	3687779	7.39%	SOLE
8	MATTEL INC	COM	$29.1M	2002032	7.02%	SOLE
9	ALIBABA GROUP HLDG LTD	SPONSORED ADS	$8.8M	70000	2.12%	SOLE
10	ATOUR LIFESTYLE HLDGS LTD	SPONSORED ADS	$7.9M	215000	1.91%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.