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Tiger Pacific Capital LP

Q3 2025 · Filed 2025-11-14
Market Value
$353M
+39.6%
Holdings
13
+4
New Purchases
7
Added To
0
Closed
1
Reduced
3
Top 10 Concentration
95.7%
Turnover
61.5%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NTES 8.22% 0.00% +8.22% $29M
PDD 7.02% 0.00% +7.02% $25M
JOYY 5.00% 0.00% +5.00% $18M
GRAB 3.69% 0.00% +3.69% $13M
EH 2.54% 0.00% +2.54% $9M
TSM 2.51% 0.00% +2.51% $9M
MNSO 1.79% 0.00% +1.79% $6M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
TAL 26.64% 37.35% -10.71% $94M
SE 23.25% 30.56% -7.31% $82M
QFIN 0.00% 5.43% -5.43% $0
EDU 10.47% 15.06% -4.59% $37M
NOAH 6.18% 8.89% -2.71% $22M
RERE 2.70% 2.71% -0.01% $10M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 1 $9M 2.5%
Large Cap 4 $149M 42.2%
Mid Cap 4 $155M 43.9%
Small Cap 4 $40M 11.4%

Portfolio Analytics

Avg Market Cap
$184.5B
Median Market Cap
$5.9B
Avg P/E
17.4
Median P/E
16.1
Avg Dividend Yield
0.04%
Avg Beta
0.63
# Stocks
13
# ETFs / Funds
0

Top Holdings (13 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 TAL 26.64% 8,386,598 $94M $11.20 -$435K -846,800 -9.2%
2 SE 23.25% 458,764 $82M $178.73 $5M -24,041 -5.0%
3 EDU 10.47% 695,532 $37M $53.07 -$1M -9,861 -1.4%
4 NTES 8.22% 190,754 $29M $151.99 +190,754 NEW
5 PDD 7.02% 187,323 $25M $132.17 +187,323 NEW
6 NOAH 6.18% 1,880,865 $22M $11.59 -$658K
7 JOYY 5.00% 300,694 $18M $58.61 +300,694 NEW
8 GRAB 3.69% 2,163,100 $13M $6.02 +2,163,100 NEW
9 RERE 2.70% 2,069,435 $10M $4.60 $3M
10 EH 2.54% 481,841 $9M $18.57 +481,841 NEW
11 TSM 2.51% 31,650 $9M $279.29 +31,650 NEW
12 MNSO 1.79% 280,000 $6M $22.50 +280,000 NEW
13 QFIN —% -$14M -316,359 -100.0% SOLD

New Positions

SymbolValue% Port
NTES $29M 8.22%
PDD $25M 7.02%
JOYY $18M 5.00%
GRAB $13M 3.69%
EH $9M 2.54%
TSM $9M 2.51%
MNSO $6M 1.79%

Sold Out Positions

SymbolValue% Port
QFIN —%
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