SCMS

Serenity Capital Management (Singapore) Portfolio holdings

AUM $236M
1-Year Est. Return 21.07%
This Quarter Est. Return
1 Year Est. Return
+21.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$167M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$10.1M
3
+$8.57M

Top Sells

1
+$31.9M

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
$15.3B
$100M 60.03%
5,056,987
BZ icon
2
Kanzhun
BZ
$10.3B
$23M 13.77%
+1,200,199
QFIN icon
3
Qfin Holdings
QFIN
$2.83B
$15.3M 9.16%
340,849
-710,148
EDU icon
4
New Oriental
EDU
$9.32B
$11.7M 7.02%
245,498
+212,116
MNSO icon
5
MINISO
MNSO
$6.57B
$8.57M 5.13%
+463,450
ATAT icon
6
Atour Lifestyle Holdings
ATAT
$5.22B
$7.8M 4.66%
275,000
TAL icon
7
TAL Education Group
TAL
$7.45B
$382K 0.23%
28,955