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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 $414,365,806 across 10 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-12.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-001688

Period
2026-03-31
Reported value
$414M
Holdings
10
Top 10 weight
100%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
PDDnew+360,000$36.8M
YMMadded+1,880,010$15.6M
MNSOadded+117,080$1.9M

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
HTHTreduced-315,434-$15.9M
MATreduced-383,611-$5.57M

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, Q1 2026

Share positions as resolved from 13F-HR 0001172661-26-001688, largest first. % of portfolio is the value over $414,365,806, 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; 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; 2026Q1: 5,056,987 shares 5,056,987$127M30.72%0Timeline
TALTAL ED GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 4,730,377 shares 4,730,377$53.8M12.98%0Timeline
HTHTH WORLD GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 958,957 shares 958,957$48.2M11.64%-315,434Timeline
EDUNEW ORIENTAL ED & TECHNOLOGYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 656,878 shares 656,878$37.2M8.98%0Timeline
PDDPDD HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 360,000 shares 360,000$36.8M8.88%newTimeline
MNSOMINISO GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,141,535 shares 2,141,535$34.7M8.37%+117,080Timeline
YMMFULL TRUCK ALLIANCE CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,807,769 shares; 2026Q1: 3,687,779 shares 3,687,779$30.6M7.39%+1,880,010Timeline
MATMATTEL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,385,643 shares; 2026Q1: 2,002,032 shares 2,002,032$29.1M7.02%-383,611Timeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 70,000 shares; 2026Q1: 70,000 shares 70,000$8.78M2.12%0Timeline
ATATATOUR LIFESTYLE HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 215,000 shares 215,000$7.91M1.91%0Timeline

How Q1 2026 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 0001172661-26-001688 base2026-05-12acceptance time not in the bulk data set