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SERENITY CAPITAL MANAGEMENT PTE. LTD.

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13F filer, CIK 1934957, Singapore, Singapore

SERENITY CAPITAL MANAGEMENT PTE. LTD. reported $376,775,583 across 9 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-17.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-000973

Period
2025-12-31
Reported value
$377M
Holdings
9
Top 10 weight
100%
New
3
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MATnew+2,385,643$47.3M
YMMnew+1,807,769$19.4M
MNSOadded+866,793$16.3M
BABAnew+70,000$10.3M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
BZexited-5,035,348-$118M
QFINexited-260,849-$7.51M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0001172661-26-000973, largest first. % of portfolio is the value over $376,775,583, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
ZTOZTO EXPRESS CAYMAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,056,987 shares; 2024Q4: 5,056,987 shares; 2025Q1: 5,056,987 shares; 2025Q2: 5,056,987 shares; 2025Q3: 5,056,987 shares; 2025Q4: 5,056,987 shares 5,056,987$106M28.04%0Timeline
HTHTH WORLD GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 563,960 shares; 2025Q3: 1,274,391 shares; 2025Q4: 1,274,391 shares 1,274,391$60M15.91%0Timeline
TALTAL ED GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,955 shares; 2024Q4: 28,955 shares; 2025Q1: 28,955 shares; 2025Q2: 28,955 shares; 2025Q3: 4,730,377 shares; 2025Q4: 4,730,377 shares 4,730,377$51.6M13.7%0Timeline
MATMATTEL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,385,643 shares 2,385,643$47.3M12.56%newTimeline
MNSOMINISO GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 463,450 shares; 2025Q2: 1,157,662 shares; 2025Q3: 1,157,662 shares; 2025Q4: 2,024,455 shares 2,024,455$38M10.07%+866,793Timeline
EDUNEW ORIENTAL ED & TECHNOLOGYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,382 shares; 2025Q1: 245,498 shares; 2025Q2: 245,498 shares; 2025Q3: 656,878 shares; 2025Q4: 656,878 shares 656,878$36.1M9.59%0Timeline
YMMFULL TRUCK ALLIANCE CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,807,769 shares 1,807,769$19.4M5.15%newTimeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 70,000 shares 70,000$10.3M2.72%newTimeline
ATATATOUR LIFESTYLE HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275,000 shares; 2024Q4: 275,000 shares; 2025Q1: 275,000 shares; 2025Q2: 275,000 shares; 2025Q3: 215,000 shares; 2025Q4: 215,000 shares 215,000$8.47M2.25%0Timeline

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
BZKANZHUN LIMITED5,035,348$118Mshares
QFINQFIN HOLDINGS INC260,849$7.51Mshares

How Q4 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001172661-26-000973 base2026-02-17acceptance time not in the bulk data set