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Asset Manager ← All Institutions

SERENITY CAPITAL MANAGEMENT PTE. LTD.

Q3 2025 · Filed 2025-11-13
Market Value
$394M
+67.1%
Holdings
8
New Purchases
0
Added To
4
Closed
0
Reduced
1
Top 10 Concentration
100.0%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
TAL 13.45% 0.13% +13.32% $53M
HTHT 12.65% 8.11% +4.54% $50M
EDU 8.85% 5.62% +3.23% $35M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ZTO 24.64% 38.07% -13.43% $97M
QFIN 1.91% 4.80% -2.89% $8M
MNSO 6.61% 8.95% -2.34% $26M
ATAT 2.05% 3.79% -1.74% $8M
BZ 29.85% 30.53% -0.68% $118M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 2 $147M 37.3%
Mid Cap 5 $240M 60.8%
Small Cap 1 $8M 1.9%

Portfolio Analytics

Avg Market Cap
$7.8B
Median Market Cap
$6.1B
Avg P/E
13.3
Median P/E
15.1
Avg Dividend Yield
0.04%
Avg Beta
0.27
# Stocks
8
# ETFs / Funds
0

Top Holdings (8 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 BZ 29.85% 5,035,348 $118M $23.36 $46M +1,000,000 +24.8%
2 ZTO 24.64% 5,056,987 $97M $19.20 $7M
3 TAL 13.45% 4,730,377 $53M $11.20 $53M +4,701,422 +16237.0%
4 HTHT 12.65% 1,274,391 $50M $39.11 $31M +710,431 +126.0%
5 EDU 8.85% 656,878 $35M $53.07 $22M +411,380 +167.6%
6 MNSO 6.61% 1,157,662 $26M $22.50 $5M
7 ATAT 2.05% 215,000 $8M $37.59 -$858K -60,000 -21.8%
8 QFIN 1.91% 260,849 $8M $28.78 -$4M
View SEC EDGAR Filings for SERENITY CAPITAL MANAGEMENT PTE. LTD. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms