IDG China Venture Capital Fund IV Associates L.P.
CIK 1609021 · View on SEC EDGAR ↗
- Portfolio value
- $147.3M
- Positions
- 4
- As of
- June 30, 2026
Portfolio value QoQ: -32.8% 13F does not disclose cash
- Top 10 holdings weight
- 100.00%
- Top 25 holdings weight
- 100.00%
- Positions above 1%
- 3
- Effective number of positions
- 1.5
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 0.0% Est. buys $0 · sells $17,974,238
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 100.0% still held
- New positions
- 0
- Increased
- 0
- Decreased
- 1
- Closed
- 0
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Performance vs S&P 500
Annualized: -19.3% · S&P 500: +18.0%
Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.
Priceable coverage: 100.0% · Options excluded: 0.0%
Sector breakdown
Full portfolio 4 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| PDD PDD Holdings Inc. - American Depositary Shares | $115,441,694 | 78.39% | 1,513,394 | $-63,274,089 | Down ×1 | ||
| PONY Pony AI Inc. - American Depositary Shares | $27,725,288 | 18.83% | 3,989,250 | $-9,933,232 | |||
| LITB LightInTheBox Holding Co., Ltd. American Depositary Shares, each representing twelve ordinary shares | $2,651,958 | 1.80% | 898,969 | $584,330 | |||
| BTDR Bitdeer Technologies Group - Ordinary Shares | $1,449,058 | 0.98% | 91,308 | $659,244 | |||
| No matches | |||||||