TMT General Partner Ltd

CIK 1847582 · View on SEC EDGAR ↗

Portfolio value
$193.8M
#6,555 of 9,443 by 13F value · top 69.4%
Positions
3
As of
June 30, 2026

Portfolio value QoQ: -22.4% 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
1.8

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 0.0% Est. buys $0 · sells $0

Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 100.0% still held

New positions
0
Increased
0
Decreased
0
Closed
0
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Performance vs S&P 500

Tracked Q4 2025–Q2 2026
-36.2%
S&P 500 total return (same window)
+8.7%
Excess return
-44.8%

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

Consumer Discretionary
70.3%
Technology
29.7%

Full portfolio 3 positions

Type Streak 8Q trend
XPEV XPeng Inc. American depositary shares, each representing two Class A ordinary shares $136,184,482 70.26% 10,285,837 $-39,806,189
PONY Pony AI Inc. - American Depositary Shares $48,247,838 24.89% 6,942,135 $-17,285,916
API Agora, Inc. - ADS $9,387,077 4.84% 2,352,651 $1,058,692

Top movers (QoQ)

Security Action Shares Δ Value Δ
XPEV Price move only +0 -$39.8M
PONY Price move only +0 -$17.3M
API Price move only +0 +$1.1M