Serenity Capital Management (Singapore)’s ZTO Express ZTO Stock Holding History

Serenity Capital Management (Singapore)’s Portfolio ZTO Stock Details ZTO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$113M	Hold	5,056,987	–	–	34.13%	1
2026 Q1	$127M	Hold	5,056,987	–	–	30.72%	1
2025 Q4	$106M	Hold	5,056,987	–	–	28.04%	1
2025 Q3	$97.1M	Hold	5,056,987	–	–	24.64%	2
2025 Q2	$89.8M	Hold	5,056,987	–	–	38.07%	1
2025 Q1	$100M	Hold	5,056,987	–	–	60.03%	1
2024 Q4	$98.9M	Hold	5,056,987	–	–	66.34%	1
2024 Q3	$125M	Hold	5,056,987	–	–	63.77%	1
2024 Q2	$105M	Sell	5,056,987 -1,000,000	-17%	-$21.9M	64.92%	1
2024 Q1	$127M	Hold	6,056,987	–	–	70.93%	1
2023 Q4	$129M	Hold	6,056,987	–	–	73.88%	1
2023 Q3	$146M	Buy	6,056,987 +1,200,000	+25%	+$30.5M	69.59%	1
2023 Q2	$122M	Hold	4,856,987	–	–	63.91%	1
2023 Q1	$139M	Sell	4,856,987 -1,806,548	-27%	-$49.3M	68.17%	1
2022 Q4	$179M	Buy	+6,663,535	New	+$153M	83.73%	1

Other funds holding ZTO

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

PIM

Platinum Investment Management Sydney Australia 2000, Australia $407M AUM 87.11% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Serenity Capital Management (Singapore)'s ZTO Position: Q2 2026 in Review

Serenity Capital Management (Singapore) held its ZTO Express (ZTO) position steady in Q2 2026 at 5,056,987 shares worth $113M. The position accounts for 34.13% of the portfolio, ranked #1.

Serenity Capital Management (Singapore) first reported a position in ZTO in Q4 2022 and has held it in 15 quarters since. The position peaked at $179M in Q4 2022. 196 funds tracked by Wall St. Rank hold ZTO as of Q2 2026.

Serenity Capital Management (Singapore) held 5,056,987 shares of ZTO Express worth $113M as of Q2 2026.
Serenity Capital Management (Singapore) left its ZTO Express share count unchanged in Q2 2026.
ZTO Express made up 34.13% of Serenity Capital Management (Singapore)'s portfolio in Q2 2026, its #1 holding.
Serenity Capital Management (Singapore) first reported a position in ZTO Express in Q4 2022 and has held it in 15 quarters since.
Serenity Capital Management (Singapore)'s ZTO Express position peaked at $179M in Q4 2022.
196 funds tracked by Wall St. Rank held ZTO Express as of Q2 2026.

Based on Serenity Capital Management (Singapore)'s 13F filing for Q2 2026, filed 10 Aug 2026.