Serenity Capital Management Pte. LTD. holds a concentrated book of 11 stocks worth $331.6M as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened China Yuchai Intl Ltd and trimmed Mattel Inc. Their largest long position is Zto Express Cayman Inc-ADR at 34% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Serenity Capital Management Pte. LTD.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 13 / 11 | $6.1B |
| JPMORGAN CHASE & CO | 13 / 11 | $4.2B |
| GOLDMAN SACHS GROUP INC | 13 / 11 | $2.5B |
| MORGAN STANLEY | 13 / 11 | $2.4B |
| UBS Group AG | 13 / 11 | $2.0B |
| BANK OF AMERICA CORP /DE/ | 13 / 11 | $1.3B |
| CITIGROUP INC | 13 / 11 | $821.6M |
| BNP PARIBAS FINANCIAL MARKETS | 13 / 11 | $754.2M |
Ranked by how many of Serenity Capital Management Pte. LTD.'s top 11 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Zto Express Cayman Inc SPONSORED ADS A | $113.2M | 5.06M | 34.1% | —Held | |
| 2 | Tal Ed Group SPONSORED ADS | $45.3M | 4.73M | 13.7% | —Held | |
| 3 | New Oriental Ed & Technology SPON ADR | $35.2M | 767.3K | 10.6% | ▲+17% Added · +110K sh | |
| 4 | Full Truck Alliance Co Ltd SPONSORED ADS | $29.9M | 3.69M | 9.0% | —Held | |
| 5 | PDD Holdings Inc SPONSORED ADS | $27.5M | 360.0K | 8.3% | —Held | |
| 6 | Miniso Group Hldg Ltd SPONSORED ADS | $25.8M | 2.14M | 7.8% | —Held | |
| 7 | China Yuchai Intl Ltd COM | $16.5M | 347.1K | 5.0% | ▲New New position | |
| 8 | Mattel Inc COM | $13.9M | 1.00M | 4.2% | ▼−50% Reduced · −1.0M sh | |
| 9 | H World Group Ltd SPONSORED ADS | $10.8M | 258.7K | 3.3% | ▼−73% Reduced · −700K sh | |
| 10 | Atour Lifestyle Hldgs Ltd SPONSORED ADS | $6.8M | 215.0K | 2.1% | —Held | |
| 11 | Alibaba Group Hldg Ltd SPONSORED ADS | $6.7M | 70.0K | 2.0% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1934957/holdings"
Use Arkolith to show SERENITY CAPITAL MANAGEMENT PTE. LTD.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 10, 2026 | 11 | $331.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 12, 2026 | 10 | $414.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 9 | $376.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 8 | $394.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 8 | $235.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 16, 2025 | 7 | $167.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 5 | $149.0M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 17, 2024 | 4 | $196.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.