The Analysis of SERENITY CAPITAL MANAGEMENT PTE. LTD.'s Holdings & P&L

Currently, SERENITY CAPITAL MANAGEMENT PTE. LTD. holds 10 types of securities in its portfolio with a total value $414.4M. In the most recent quarter, they have increased their positions in PDD (+360.0K shares, valued at $36.8M), YMM (+1.9M shares, valued at $15.6M), MNSO (+117.1K shares, valued at $1.9M); decreased their positions in HTHT (-315.4K shares, valued at $15.9M), MAT (-383.6K shares, valued at $5.6M); initiated new positions in PDD (+360.0K shares, valued at $36.8M).

1M P&L

-33.3M-8.18%

3M P&L

-55.3M-12.89%

HY P&L

-48.1M-11.39%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Integrated Freight & Logistics127.3M

30.7%

2Education & Training Services91.0M

22.0%

3Lodging56.1M

13.5%

Top Industries by Stock Count

1Internet Retail2 stocks

20.0%

2Lodging2 stocks

20.0%

3Education & Training Services2 stocks

20.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ZTO ZTO EXPRESS CAYMAN INC5.1M shares0.00%2026-03-312026-05-12

TAL TAL ED GROUP4.7M shares0.00%2026-03-312026-05-12

HTHT H WORLD GROUP LTD959.0K shares-24.75%2026-03-312026-05-12

EDU NEW ORIENTAL ED & TECHNOLOGY656.9K shares0.00%2026-03-312026-05-12

PDD PDD HOLDINGS INC360.0K sharesnew addition2026-03-312026-05-12

MNSO MINISO GROUP HLDG LTD2.1M shares5.78%2026-03-312026-05-12

YMM FULL TRUCK ALLIANCE CO LTD3.7M shares104.00%2026-03-312026-05-12

MAT MATTEL INC2.0M shares-16.08%2026-03-312026-05-12

Sponsored

BABA ALIBABA GROUP HLDG LTD70.0K shares0.00%2026-03-312026-05-12

ATAT ATOUR LIFESTYLE HLDGS LTD215.0K shares0.00%2026-03-312026-05-12

ZTO

ZTO EXPRESS CAYMAN INC

0.00%

Shares5.1M

Event2026-03-31

Filed2026-05-12

TAL

TAL ED GROUP

0.00%

Shares4.7M

Event2026-03-31

Filed2026-05-12

HTHT

H WORLD GROUP LTD

-24.75%

Shares959.0K

Event2026-03-31

Filed2026-05-12

EDU

NEW ORIENTAL ED & TECHNOLOGY

0.00%

Shares656.9K

Event2026-03-31

Filed2026-05-12

PDD

PDD HOLDINGS INC

New

Shares360.0K

Event2026-03-31

Filed2026-05-12

MNSO

MINISO GROUP HLDG LTD

5.78%

Shares2.1M

Event2026-03-31

Filed2026-05-12

YMM

FULL TRUCK ALLIANCE CO LTD

104.00%

Shares3.7M

Event2026-03-31

Filed2026-05-12

MAT

MATTEL INC

-16.08%

Shares2.0M

Event2026-03-31

Filed2026-05-12

BABA

ALIBABA GROUP HLDG LTD

0.00%

Shares70.0K

Event2026-03-31

Filed2026-05-12

ATAT

ATOUR LIFESTYLE HLDGS LTD

0.00%

Shares215.0K

Event2026-03-31

Filed2026-05-12

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available

SERENITY CAPITAL MANAGEMENT PTE. LTD. Institutional Holdings, Portfolio & P&L — TradeFomo