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SCMS
Serenity Capital Management (Singapore) Portfolio holdings
AUM
$414M
1-Year Est. Return
16.41%
This Fund
S&P 500
1 Year Est. Return
+16.41%
AUM
$414M
AUM Growth
+$37.6M
(+10%)
Holding
10
Sector Composition
| 1 | Consumer Discretionary | 39.94% |
| 2 | Industrials | 30.72% |
| 3 | Consumer Staples | 21.96% |
| 4 | Technology | 7.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
ZTO Express
ZTO
$17.8B
| $127M | 30.72% |
5,056,987
|
|
||
2
TAL Education Group
TAL
$5.72B
| $53.8M | 12.98% |
4,730,377
|
|
||
3
Huazhu Hotels Group
HTHT
$12.6B
| $48.2M | 11.64% |
958,957
-315,434
|
|
||
4
New Oriental
EDU
$7.75B
| $37.2M | 8.98% |
656,878
|
|
||
5
Pinduoduo
PDD
$122B
| $36.8M | 8.88% |
+360,000
|
|
||
6
MINISO
MNSO
$3.42B
| $34.7M | 8.37% |
2,141,535
+117,080
|
|
||
7
Full Truck Alliance
YMM
$8.9B
| $30.6M | 7.39% |
3,687,779
+1,880,010
|
|
||
8
Mattel
MAT
$3.83B
| $29.1M | 7.02% |
2,002,032
-383,611
|
|
||
9
Alibaba
BABA
$266B
| $8.78M | 2.12% |
70,000
|
|
||
10
Atour Lifestyle Holdings
ATAT
$4.31B
| $7.91M | 1.91% |
215,000
|
|