Vault-13

Serenity Capital LLC

Palo Alto, CA · CIK 1706018 · 13F filing filed 2025-05-15

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$167.1m reported value
7positions
100.0%in top 10
—no comparable previous quarter

Holdings, Q1 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 ZTO EXPRESS CAYMAN INC SPONSORED ADS A ZTO ZTO 5,056,987 $100.3m60.03% 60.03% First filing
2 KANZHUN LIMITED SPONSORED ADS BZ BZ 1,200,199 $23.0m13.77% 13.77% First filing
3 QIFU TECHNOLOGY INC AMERICAN DEP QFIN QFIN 340,849 $15.3m9.16% 9.16% First filing
4 NEW ORIENTAL ED & TECHNOLOGY SPON ADR EDU EDU 245,498 $11.7m7.02% 7.02% First filing
5 MINISO GROUP HLDG LTD SPONSORED ADS MNSO MNSO 463,450 $8.6m5.13% 5.13% First filing
6 ATOUR LIFESTYLE HLDGS LTD SPONSORED ADS ATAT ATAT 275,000 $7.8m4.66% 4.66% First filing
7 TAL EDUCATION GROUP SPONSORED ADS TAL TAL 28,955 $382.5k0.23% 0.23% First filing