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Tiger Pacific Capital LP

Q2 2025 · Filed 2025-08-14
Market Value
$253M
+1.4%
Holdings
9
-6
New Purchases
1
Added To
2
Closed
3
Reduced
1
Top 10 Concentration
100.0%
Turnover
44.4%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SE 30.56% 14.69% +15.87% $77M
EDU 15.06% 0.00% +15.06% $38M
NOAH 8.89% 7.13% +1.76% $22M
RERE 2.71% 2.44% +0.27% $7M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
QFIN 5.43% 17.00% -11.57% $14M
JOYY 0.00% 9.30% -9.30% $0
TAL 37.35% 46.07% -8.72% $94M
MOMO 0.00% 2.52% -2.52% $0
MBLY 0.00% 0.85% -0.85% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 1 $77M 30.6%
Mid Cap 4 $132M 52.4%
Small Cap 4 $43M 17.0%

Portfolio Analytics

Avg Market Cap
$9.2B
Median Market Cap
$2.9B
Avg P/E
12.8
Median P/E
5.8
Avg Dividend Yield
0.05%
Avg Beta
0.61
# Stocks
9
# ETFs / Funds
0

Top Holdings (9 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 TAL 37.35% 9,233,398 $94M $10.22 -$20M +541,919 +6.2%
2 SE 30.56% 482,805 $77M $159.94 $41M +202,151 +72.0%
3 EDU 15.06% 705,393 $38M $53.95 +705,393 NEW
4 NOAH 8.89% 1,880,865 $22M $11.94 $5M
5 QFIN 5.43% 316,359 $14M $43.36 -$29M -626,868 -66.5%
6 RERE 2.71% 2,069,435 $7M $3.31 $766K
7 MBLY —% -$2M -147,821 -100.0% SOLD
8 MOMO —% -$6M -993,408 -100.0% SOLD
9 JOYY —% -$23M -552,114 -100.0% SOLD

New Positions

SymbolValue% Port
EDU $38M 15.06%

Sold Out Positions

SymbolValue% Port
MBLY —%
MOMO —%
JOYY —%
View SEC EDGAR Filings for Tiger Pacific Capital LP →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms