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Serenity Capital’s ZTO Express ZTO Stock Holding History

Serenity Capital’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
2025
Q1 		$100M Buy
+5,056,987
New +$98.7M 60.03% 1
2022
Q2 		– Sell
-7,463,535
Closed -$187M – 3
2022
Q1 		$187M Hold
7,463,535
– – 86.25% 1
2021
Q4 		$211M Hold
7,463,535
– – 98.98% 1
2021
Q3 		$229M Buy
7,463,535
+1,502,185
+25% +$43.1M 97.16% 1
2021
Q2 		$181M Buy
5,961,350
+3,832,928
+180% +$118M 93.92% 1
2021
Q1 		$62M Buy
+2,128,422
New +$69.5M 14.95% 3

Other funds holding ZTO

HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
PIM
Platinum Investment Management Sydney Australia 2000, Australia $397M AUM 63.96% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GAMH
Greenwoods Asset Management (HK) Hong Kong $3.88B AUM 23.82% 1-Year Est. Return
SCMS
Serenity Capital Management (Singapore) Singapore $414M AUM 16.41% 1-Year Est. Return

Serenity Capital's ZTO Position: Q1 2025 in Review

Serenity Capital opened a new position in ZTO Express (ZTO) in Q1 2025: 5,056,987 shares worth $100M. The stake represents 60.03% of the portfolio and ranks #1 among its holdings. This is a return to the name: Serenity Capital previously reported a position in ZTO as recently as Q1 2022.

Serenity Capital first reported a position in ZTO in Q1 2021 and has held it in 6 quarters since. The position peaked at $229M in Q3 2021. 205 funds tracked by Wall St. Rank hold ZTO as of Q1 2025.

  • Serenity Capital held 5,056,987 shares of ZTO Express worth $100M as of Q1 2025.
  • ZTO Express was a new Serenity Capital position in Q1 2025.
  • ZTO Express made up 60.03% of Serenity Capital's portfolio in Q1 2025, its #1 holding.
  • Serenity Capital first reported a position in ZTO Express in Q1 2021 and has held it in 6 quarters since.
  • Serenity Capital's ZTO Express position peaked at $229M in Q3 2021.
  • 205 funds tracked by Wall St. Rank held ZTO Express as of Q1 2025.

Based on Serenity Capital's 13F filing for Q1 2025, filed 15 May 2025.