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Tiger Pacific Capital LP

Q1 2026 · Filed 2026-05-15
Market Value
$214M
-42.6%
Holdings
14
-1
New Purchases
4
Added To
1
Closed
5
Reduced
1
Top 10 Concentration
100.0%
Turnover
64.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
TAL 42.30% 23.28% +19.02% $91M
PDD 12.94% 0.00% +12.94% $28M
CPNG 16.78% 5.03% +11.75% $36M
QFIN 5.75% 0.00% +5.75% $12M
NOAH 8.68% 5.05% +3.63% $19M
MOMO 3.14% 0.00% +3.14% $7M
VNET 3.00% 0.00% +3.00% $6M
RERE 4.53% 2.93% +1.59% $10M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SE 0.00% 28.27% -28.27% $0
MMYT 2.89% 10.94% -8.05% $6M
TSM 0.00% 7.50% -7.50% $0
EDU 0.00% 6.31% -6.31% $0
GDS 0.00% 5.59% -5.59% $0
JOYY 0.00% 5.10% -5.10% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 1 $0 0.0%
Large Cap 3 $64M 29.7%
Mid Cap 6 $103M 48.2%
Small Cap 4 $47M 22.1%

Portfolio Analytics

Avg Market Cap
$167.8B
Median Market Cap
$5.0B
Avg P/E
19.9
Median P/E
12.6
Avg Dividend Yield
0.03%
Avg Beta
0.62
# Stocks
14
# ETFs / Funds
0

Top Holdings (14 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 TAL 42.30% 7,977,772 $91M $11.37 $4M
2 CPNG 16.78% 1,905,440 $36M $18.88 $17M +1,108,271 +139.0%
3 PDD 12.94% 271,524 $28M $102.18 +271,524 NEW
4 NOAH 8.68% 1,880,865 $19M $9.90 -$263K
5 QFIN 5.75% 954,921 $12M $12.91 +954,921 NEW
6 RERE 4.53% 2,069,435 $10M $4.69 -$1M
7 MOMO 3.14% 1,169,394 $7M $5.76 +1,169,394 NEW
8 VNET 3.00% 766,225 $6M $8.39 +766,225 NEW
9 MMYT 2.89% 166,051 $6M $37.29 -$35M -331,872 -66.7%
10 SE —% -$106M -828,410 -100.0% SOLD
11 GDS —% -$21M -599,097 -100.0% SOLD
12 TSM —% -$28M -92,200 -100.0% SOLD
13 JOYY —% -$19M -294,141 -100.0% SOLD
14 EDU —% -$24M -428,532 -100.0% SOLD

Options Breakdown

0 Calls $0 Call Value 1 Puts $195M Put Value

Top Puts

SymbolSharesValueStatus
SPY 300,000 $195M NEW

New Positions

SymbolValue% Port
PDD $28M 12.94%
QFIN $12M 5.75%
MOMO $7M 3.14%
VNET $6M 3.00%

Sold Out Positions

SymbolValue% Port
SE —%
TSM —%
GDS —%
JOYY —%
EDU —%
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