SCMS

Serenity Capital Management (Singapore) Portfolio holdings

AUM $394M
1-Year Est. Return 7.26%
This Quarter Est. Return
1 Year Est. Return
+7.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$236M
AUM Growth
+$68.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1
+$50.6M
2
+$19.1M
3
+$12.6M

Top Sells

1
+$3.47M

Sector Composition

1 Industrials 38.07%
2 Communication Services 30.53%
3 Consumer Discretionary 20.85%
4 Consumer Staples 5.74%
5 Financials 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ZTO icon
1
ZTO Express
ZTO
$15B
$89.8M 38.07%
5,056,987
BZ icon
2
Kanzhun
BZ
$9.54B
$72M 30.53%
4,035,348
+2,835,149
MNSO icon
3
MINISO
MNSO
$6.51B
$21.1M 8.95%
1,157,662
+694,212
HTHT icon
4
Huazhu Hotels Group
HTHT
$13.5B
$19.1M 8.11%
+563,960
EDU icon
5
New Oriental
EDU
$8.48B
$13.2M 5.62%
245,498
QFIN icon
6
Qfin Holdings
QFIN
$2.97B
$11.3M 4.8%
260,849
-80,000
ATAT icon
7
Atour Lifestyle Holdings
ATAT
$5.42B
$8.94M 3.79%
275,000
TAL icon
8
TAL Education Group
TAL
$6.82B
$296K 0.13%
28,955