SC

Serenity Capital Portfolio holdings

AUM $167M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$167M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1
+$100M
2
+$23M
3
+$15.3M
4
EDU icon
New Oriental
EDU
+$11.7M
5
MNSO icon
MINISO
MNSO
+$8.57M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 60.03%
2 Communication Services 13.77%
3 Consumer Discretionary 9.79%
4 Financials 9.16%
5 Consumer Staples 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ZTO icon
1
ZTO Express
ZTO
$15.1B
$100M 60.03%
+5,056,987
BZ icon
2
Kanzhun
BZ
$10.4B
$23M 13.77%
+1,200,199
QFIN icon
3
Qfin Holdings
QFIN
$2.79B
$15.3M 9.16%
+340,849
EDU icon
4
New Oriental
EDU
$9.2B
$11.7M 7.02%
+245,498
MNSO icon
5
MINISO
MNSO
$6.54B
$8.57M 5.13%
+463,450
ATAT icon
6
Atour Lifestyle Holdings
ATAT
$5.17B
$7.8M 4.66%
+275,000
TAL icon
7
TAL Education Group
TAL
$7.32B
$382K 0.23%
+28,955