Q2 2026 13F · SEC CIK 1934957
Serenity Capital Management Pte. Ltd.
Hedge fundFiled 2026-08-10 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $331.6M
- Reported positions
- 11
- Holdings vs S&P 500, 3 yrs
- —
- Average holding period
- 1.4 yrs
Serenity Capital Management Pte. Ltd. is a hedge fund that reported 11 positions worth $331.6M in its Q2 2026 13F, filed 2026-08-10. Its largest holdings were Zto Express Cayman Inc (ZTO, 34.1%), Tal Education Group (TAL, 13.7%), New Oriental Education & Technology Grou (EDU, 10.6%).
Serenity Capital Management Pte. Ltd. holdings all 11 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| ZTOZto Express Cayman Inc | 34.1% | +0.0% | $113.2M |
| TALTal Education Group | 13.7% | +0.0% | $45.3M |
| EDUNew Oriental Education & Technology Grou | 10.6% | +16.8% | $35.2M |
| YMMFull Truck ADR | 9.0% | +0.0% | $29.9M |
| PDDPdd Holdings Inc | 8.3% | +0.0% | $27.5M |
| MNSOMiniso Group Hldg Ltd | 7.8% | +0.0% | $25.8M |
| CYDChina Yuchai Intl Ltd | 5.0% | — | $16.5M |
| MATMattel Inc | 4.2% | -50.1% | $13.9M |
| HTHTHuazhu Group Ltd Sponsored Ads | 3.3% | -73.0% | $10.8M |
| ATATAtour Lifestyle Hldgs Ltd | 2.1% | +0.0% | $6.8M |
| BABAAlibaba Group Hldg Ltd | 2.0% | +0.0% | $6.7M |
What Serenity Capital Management Pte. Ltd. bought and sold in Q2 2026, against Q1 2026.
New positions
- CYD China Yuchai Intl Ltd5.0% of 13F
Added to
- EDU New Oriental Education & Technology Grou+16.8% shares
Reduced
- HTHT Huazhu Group Ltd Sponsored Ads-73.0% shares
- MAT Mattel Inc-50.1% shares
Sold out
Nothing sold out.
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- -9.4% /yr
- S&P 500 +20.1%
- 3 years
- —
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $331.6M | 11 |
| Q1 2026 | $414.4M | 10 |
| Q4 2025 | $376.8M | 9 |
| Q3 2025 | $394.0M | 8 |
| Q2 2025 | $235.8M | 8 |
| Q1 2025 | $167.1M | 7 |
| Q4 2024 | $149.0M | 5 |
Questions about Serenity Capital Management Pte. Ltd.'s portfolio
What stocks does Serenity Capital Management Pte. Ltd. own?
Serenity Capital Management Pte. Ltd.'s latest 13F, for Q2 2026 and filed Aug 10, 2026, lists 11 positions worth $331.6M. The largest are Zto Express Cayman Inc (ZTO) at 34.1%, Tal Education Group (TAL) at 13.7%, New Oriental Education & Technology Grou (EDU) at 10.6%, Full Truck ADR (YMM) at 9.0% and Pdd Holdings Inc (PDD) at 8.3%.
What did Serenity Capital Management Pte. Ltd. buy last quarter?
In Q2 2026, Serenity Capital Management Pte. Ltd. added a new position in China Yuchai Intl Ltd (CYD) and New Oriental Education & Technology Grou (EDU) (+16.8% shares), compared with its Q1 2026 filing.
What did Serenity Capital Management Pte. Ltd. sell last quarter?
In Q2 2026, Serenity Capital Management Pte. Ltd. Huazhu Group Ltd Sponsored Ads (HTHT) (-73.0% shares) and Mattel Inc (MAT) (-50.1% shares), compared with its Q1 2026 filing.
When is Serenity Capital Management Pte. Ltd.'s next 13F filing due?
13F filings are due 45 days after each quarter ends. Serenity Capital Management Pte. Ltd.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.