Serenity Capital

Latest statistics and disclosures from Serenity Capital's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are BABA, TAL, EDU, VIOT, BEDU, and represent 98.61% of Serenity Capital's stock portfolio.
  • Added to shares of these 2 stocks: EDU (+$85M), Ke Hldgs.
  • Started 1 new stock positions in Ke Hldgs.
  • Reduced shares in these 2 stocks: BABA (-$56M), TAL (-$15M).
  • Serenity Capital was a net buyer of stock by $15M.
  • Serenity Capital has $545M in assets under management (AUM), dropping by 26.89%.

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Portfolio Holdings for Serenity Capital

Companies in the Serenity Capital portfolio as of the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Alibaba Group Hldg Sponsored Ads (BABA) 44.3 $241M -18% 820k 293.98
Tal Education Group Sponsored Ads (TAL) 32.9 $179M -7% 2.4M 76.04
New Oriental Ed & Technology Spon Adr (EDU) 15.7 $85M +9199% 571k 149.50
Viomi Technology Sponsored Ads (VIOT) 3.1 $17M 2.8M 6.05
Bright Scholar Ed Hldgs Sponsored Ads (BEDU) 2.6 $14M 2.2M 6.39
Puxin Ads (NEW) 1.1 $6.0M 680k 8.89
Ke Hldgs Sponsored Ads 0.3 $1.5M NEW 25k 61.32

Past Filings by Serenity Capital

SEC 13F filings are viewable for Serenity Capital going back to 2017