Serenity Capital LLC

CIK 1706018 · 在 SEC EDGAR 上查看 ↗

投资组合价值
$167.1M
按 13F 价值排名第 7044(共 9443) · 前 74.6%
持仓
7
截至
2025年3月31日 数据截至 Q1 2025
前十大持仓权重
100.00%
前二十五大持仓权重
100.00%
持仓高于 1%
6
有效持仓数量
2.5

仅基于13F多头股票持仓(现金、债券、空头未披露)

新仓位
7
增加
0
减少
0
已结清
0
本页内容

行业细分

Logistics & Transportation
60.0%
Industrials
13.8%
Financial Services
9.2%
Diversified Consumer Services
7.3%
Retail
5.1%
Consumer Discretionary
4.7%

完整投资组合 7 持仓

类型 连胜 8个季度趋势
ZTO ZTO Express (Cayman) Inc. American Depositary Shares, each representing one Class A ordinary share. $100330622 60.03% 5056987 上涨 ×1
BZ KANZHUN LIMITED - American Depository Shares $23007815 13.77% 1200199 上涨 ×1
QFIN Qfin Holdings, Inc. - American Depositary Shares $15307529 9.16% 340849 上涨 ×1
EDU New Oriental Education & Technology Group, Inc. Sponsored ADR representing 10 Ordinary Share (Cayman Islands) $11737259 7.02% 245498 上涨 ×1
MNSO MINISO Group Holding Limited American Depositary Shares, each representing four Ordinary Shares $8569191 5.13% 463450 上涨 ×1
ATAT Atour Lifestyle Holdings Limited - American Depositary Shares $7796250 4.66% 275000 上涨 ×1
TAL TAL Education Group American Depositary Shares $382496 0.23% 28955 上涨 ×1

最大新仓位

本季度新开仓位,按规模从大到小排序。

证券 价值 股份 % 占投资组合
ZTO $100330622 5056987 60.03%
BZ $23007815 1200199 13.77%
QFIN $15307529 340849 9.16%
EDU $11737259 245498 7.02%
MNSO $8569191 463450 5.13%
ATAT $7796250 275000 4.66%
TAL $382496 28955 0.23%