SERENITY CAPITAL MANAGEMENT PTE. LTD.
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| PDD HOLDINGS INC(PDD) | 0 | 360,000 | +360,000 | 0 | 36,784,800 | 8.88% | +36,784,800 |
| ZTO EXPRESS CAYMAN INC(ZTO) | 5,056,987 | 5,056,987 | 0 | 105,640,458 | 127,284,363 | 30.72% | +21,643,905 |
| FULL TRUCK ALLIANCE CO LTD(YMM) | 1,807,769 | 3,687,779 | +1,880,010 | 19,397,361 | 30,608,566 | 7.39% | +11,211,205 |
| TAL ED GROUP(TAL) | 4,730,377 | 4,730,377 | 0 | 51,608,413 | 53,784,386 | 12.98% | +2,175,973 |
| NEW ORIENTAL ED & TECHNOLOGY(EDU) | 656,878 | 656,878 | 0 | 36,147,966 | 37,199,001 | 8.98% | +1,051,035 |
| ATOUR LIFESTYLE HLDGS LTD(ATAT) | 215,000 | 215,000 | 0 | 8,471,000 | 7,914,150 | 1.91% | -556,850 |
| ALIBABA GROUP HLDG LTD(BABA) | 70,000 | 70,000 | 0 | 10,260,600 | 8,782,200 | 2.12% | -1,478,400 |
| MINISO GROUP HLDG LTD(MNSO) | 2,024,455 | 2,141,535 | +117,080 | 37,958,531 | 34,692,867 | 8.37% | -3,265,664 |
| H WORLD GROUP LTD(HTHT) | 1,274,391 | 958,957 | -315,434 | 59,960,097 | 48,225,948 | 11.64% | -11,734,149 |
| MATTEL INC(MAT) | 2,385,643 | 2,002,032 | -383,611 | 47,331,157 | 29,089,525 | 7.02% | -18,241,632 |