SEC 13F Intelligence

Serenity Capital LLC / ZTO

Serenity Capital LLC’s Zto Express Cayman Inc Position

Does Serenity Capital LLC own Zto Express Cayman Inc (ZTO)? Yes — 5.06M shares worth $100M (+60.03% of its 13F portfolio) as of Q1 2025, down from 7.46M shares the prior filed quarter.

Position Value
$100M
Q1 2025
Shares
5.06M
% of Portfolio
+60.03%
Quarters Held
6
currently held

Position History ZTO

Reported value by quarter
Q1 ’21: $62MQ1 ’21Q2 ’21: $181MQ2 ’21Q3 ’21: $229MQ3 ’21Q4 ’21: $211MQ4 ’21Q1 ’22: $187MQ1 ’22Q1 ’25: $100MQ1 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20255.06M$100M+60.03%
Q1 20227.46M$187M+86.25%
Q4 20217.46M$211M+98.98%
Q3 20217.46M$229M+97.16%
Q2 20215.96M$181M+93.92%
Q1 20212.13M$62M+14.95%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Serenity Capital LLC’s full portfolio or all institutional holders of ZTO.