Tiger Pacific Capital LP
CIK 1664492 · View on SEC EDGAR ↗
- Portfolio value
- $218.3M
- Positions
- 10
- As of
- June 30, 2026
Portfolio value QoQ: -46.7% 13F does not disclose cash
- Top 10 holdings weight
- 100.00%
- Top 25 holdings weight
- 100.00%
- Positions above 1%
- 9
- Effective number of positions
- 4.5
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 14.45% Est. buys $45,369,816 · sells $223,067,882
Median holding: 2.0 quarters Tracked Q4 2024–Q2 2026 · 34.5% still held
- New positions
- 2
- Increased
- 2
- Decreased
- 1
- Closed
- 2
On this page
- Performance vs S&P How this manager's 13F portfolio performed against the S&P 500.
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Performance vs S&P 500
Annualized: -11.7% · 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: 9.2%
Sector breakdown
Full portfolio 10 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| TAL TAL Education Group American Depositary Shares | $76,347,278 | 34.98% | 7,977,772 | $-14,359,990 | |||
| CPNG Coupang, Inc. Class A Common Stock | $58,081,007 | 26.61% | 3,343,754 | $22,106,300 | Up ×2 | ||
| VNET VNET Group, Inc. - American Depositary Shares | $23,395,483 | 10.72% | 2,909,886 | $16,966,855 | Up ×1 | ||
| NOAH Noah Holdings Limited American Depositary Shares | $18,789,841 | 8.61% | 1,880,865 | $169,277 | |||
| QFIN Qfin Holdings, Inc. - American Depositary Shares | $15,097,301 | 6.92% | 954,921 | $2,769,271 | |||
| MMYT MakeMyTrip Limited - Ordinary Shares | $8,848,858 | 4.05% | 166,051 | $2,656,816 | |||
| RERE ATRenew Inc. American Depositary Shares (every three of which representing two Class A ordinary shares) | $8,008,713 | 3.67% | 2,069,435 | $-1,696,937 | |||
| MOMO Hello Group Inc. - American Depositary Shares | $6,560,925 | 3.01% | 1,131,194 | $-174,784 | Down ×1 | ||
| Unknown issuer (CUSIP: 88557WAB7) | $2,930,268 | 1.34% | 3,300,000 | Up ×1 | |||
| Unknown issuer (CUSIP: 15675D103) | $221,000 | 0.10% | 1,000 | Up ×1 | |||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| Unknown issuer (CUSIP: 88557WAB7) | $2,930,268 | 3,300,000 | 1.34% |
| Unknown issuer (CUSIP: 15675D103) | $221,000 | 1,000 | 0.10% |
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| SPY | June 30, 2026 | 300,000 | $195,102,000 | No longer tracked |
| SE | March 31, 2026 | 828,410 | $105,680,264 | 42.0% |
| TSM | March 31, 2025 | 354,698 | $70,049,308 | 148.7% |
| NTES | Dec. 31, 2025 | 190,754 | $28,992,700 | -11.7% |
| TSM | March 31, 2026 | 92,200 | $28,018,658 | 22.2% |
| PDD | June 30, 2026 | 271,524 | $27,744,322 | 16.1% |
| PDD | Dec. 31, 2025 | 187,323 | $24,758,481 | -21.9% |
| EDU | March 31, 2026 | 428,532 | $23,582,116 | -0.2% |
| JOYY | June 30, 2025 | 552,114 | $23,177,746 | 45.1% |
| LU | Dec. 31, 2025 | 5,472,835 | $22,219,710 | -43.0% |
| GDS | March 31, 2026 | 599,097 | $20,908,485 | -16.5% |
| AS | Dec. 31, 2025 | 589,770 | $20,494,508 | -11.3% |
| JOYY | March 31, 2026 | 294,141 | $19,048,571 | 26.5% |
| BEKE | March 31, 2025 | 940,227 | $17,318,981 | -15.6% |
| QFIN | Sept. 30, 2025 | 316,359 | $13,717,326 | -59.8% |
| GRAB | Dec. 31, 2025 | 2,163,100 | $13,021,862 | -29.2% |
| PDD | March 31, 2025 | 97,372 | $9,444,110 | -25.2% |
| EH | Dec. 31, 2025 | 481,841 | $8,947,787 | -56.6% |
| FUTU | March 31, 2025 | 108,100 | $8,646,919 | 8.6% |
| HMC | March 31, 2025 | 288,100 | $8,225,255 | 20.3% |
| LEGN | March 31, 2025 | 222,000 | $7,223,880 | -33.9% |
| MNSO | Dec. 31, 2025 | 280,000 | $6,300,000 | -40.7% |
| MOMO | June 30, 2025 | 993,408 | $6,268,404 | -32.8% |
| KC | March 31, 2025 | 575,504 | $6,037,037 | -20.8% |
| MBLY | June 30, 2025 | 147,821 | $2,127,883 | -48.9% |