Serenity Capital LLC 13F Holdings · last filed Q1 2025
Serenity Capital LLC reported 7 securities worth $167.13M in its SEC 13F filing for Q1 2025 (period ended 2025-03-31). Top holdings: ZTO (60.03%), BZ (13.77%), QFIN (9.16%). Among its top 25 positions this quarter: 6 new, 1 trimmed, 2 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ZTO | ZTO EXPRESS CAYMAN INC | $100.3M | 60.03% | 5.1M | Trimmed |
| 2 | BZ | KANZHUN LIMITED | $23.0M | 13.77% | 1.2M | New |
| 3 | QFIN | QIFU TECHNOLOGY INC | $15.3M | 9.16% | 340,849 | New |
| 4 | EDU | NEW ORIENTAL ED & TECHNOLOGY | $11.7M | 7.02% | 245,498 | New |
| 5 | MNSO | MINISO GROUP HLDG LTD | $8.6M | 5.13% | 463,450 | New |
| 6 | ATAT | ATOUR LIFESTYLE HLDGS LTD | $7.8M | 4.66% | 275,000 | New |
| 7 | TAL | TAL EDUCATION GROUP | $382,496 | 0.23% | 28,955 | New |
| 8 | BEDU | BRIGHT SCHOLAR ED HLDGS LTD | $0 | 0.00% | 0 | Exited |
| 9 | HTHT | HUAZHU GROUP LTD | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2025-03-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR