SERENITY CAPITAL MANAGEMENT PTE. LTD.
· CIK 0001934957
10 New
| # | Ticker | Company | Sector | Shares | Value | % Port | Chg Shares | Chg % |
|---|---|---|---|---|---|---|---|---|
| 1 | ZTO | ZTO EXPRESS CAYMAN INC | Industrials | 5,056,987 | $127.3M | 30.72% | NEW | — |
| 2 | TAL | TAL ED GROUP | Consumer Defensive | 4,730,377 | $53.8M | 12.98% | NEW | — |
| 3 | HTHT | H WORLD GROUP LTD | Consumer Cyclical | 958,957 | $48.2M | 11.64% | NEW | — |
| 4 | N1UA | NEW ORIENTAL ED & TECHNOLOGY | — | 656,878 | $37.2M | 8.98% | NEW | — |
| 5 | PDD | PDD HOLDINGS INC | Consumer Cyclical | 360,000 | $36.8M | 8.88% | NEW | — |
| 6 | MNSO | MINISO GROUP HLDG LTD | Consumer Cyclical | 2,141,535 | $34.7M | 8.37% | NEW | — |
| 7 | YMM | FULL TRUCK ALLIANCE CO LTD | Technology | 3,687,779 | $30.6M | 7.39% | NEW | — |
| 8 | MAT | MATTEL INC | Consumer Cyclical | 2,002,032 | $29.1M | 7.02% | NEW | — |
| 9 | — | ALIBABA GROUP HLDG LTD | — | 70,000 | $8.8M | 2.12% | NEW | — |
| 10 | ATAT | ATOUR LIFESTYLE HLDGS LTD | Consumer Cyclical | 215,000 | $7.9M | 1.91% | NEW | — |
Sector Allocation
Consumer Cyclical
42.5%
Industrials
34.6%
Consumer Defensive
14.6%
Technology
8.3%