Primavera Capital Management Ltd 13F: Quarter-over-Quarter Portfolio Changes
Primavera Capital Management Ltd reported a disclosed portfolio value of approximately $565.1 million in its latest SEC Form 13F-HR filing for Q2 2026, down 12.8% quarter on quarter. Over the quarter, the manager initiated 3 new positions and exited 1 position.
Primavera Capital Management Ltd's top buy was a new stake in Dsc Holdings LTD (DSC) , equal to 3.7% of the disclosed portfolio. Its top sell was Cango INC. (9C0A) . The manager exited the position completely after it had accounted for 0.7% of the previous portfolio.
New PositionsQ2 2026
Securities disclosed for the first time in Q2 2026 that were not present in the prior 13F-HR filing.
| Company | Ticker | Initial Portfolio Weight | History |
|---|---|---|---|
| DSC HOLDINGS LTD | DSC | 3.7% | History → |
| SUNLANDS TECHNOLOGY GROUP | STG | 1.1% | History → |
| CANGO INC. | UNKNOWN | 0.4% | History → |
Full ExitsQ2 2026
Positions present in the prior 13F-HR filing that no longer appear in Q2 2026.
| Company | Ticker | Last-Reported Portfolio Weight |
|---|---|---|
| CANGO INC. | 9C0A | 0.7% |
Net Portfolio Value ChangeQ2 2026
- $0.6BPrior quarter
- $0.6BCurrent quarter
- $-0.1BNet delta
- -12.8%% change
Methodology & FAQ
How Primavera Capital Management Ltd Quarterly Changes Are Computed
All deltas are sourced from sequential SEC Form 13F-HR filings for Primavera Capital Management Ltd: each row joins the most recent filing against the immediately preceding quarterly filing for the same fund. Share-count changes reflect reported trading activity, while portfolio weights can also move because of market price changes. Portfolio weights are normalized to exclude listed options for comparability. A complete description, including how confidential treatment filings are handled, is documented in the Methodology.
What stocks did Primavera Capital Management Ltd buy in Q2 2026?
In Q2 2026, Primavera Capital Management Ltd initiated 3 new positions (DSC HOLDINGS LTD (DSC), SUNLANDS TECHNOLOGY GROUP (STG), CANGO INC. (UNKNOWN)).
What stocks did Primavera Capital Management Ltd sell in Q2 2026?
In Q2 2026, Primavera Capital Management Ltd fully sold 1 position (CANGO INC. (9C0A)).
Which positions did Primavera Capital Management Ltd initiate in Q2 2026?
Primavera Capital Management Ltd established 3 new positions in Q2 2026: DSC HOLDINGS LTD (DSC, 3.7%), SUNLANDS TECHNOLOGY GROUP (STG, 1.1%), CANGO INC. (UNKNOWN, 0.4%).
Which existing positions saw the largest allocation increases for Primavera Capital Management Ltd in Q2 2026?
Primavera Capital Management Ltd reported no material allocation increases in existing positions in Q2 2026.
Which positions did Primavera Capital Management Ltd fully exit in Q2 2026?
Primavera Capital Management Ltd fully exited 1 position in Q2 2026: CANGO INC. (9C0A, last-reported weight 0.7%).
Which existing positions saw the largest allocation reductions for Primavera Capital Management Ltd in Q2 2026?
Primavera Capital Management Ltd reported no material allocation reductions in existing positions in Q2 2026.
Do quarter-over-quarter 13F allocation changes constitute explicit trading signals?
No. Quarter-over-quarter changes reflect a combination of active trading and market price movement. A weight increase can result from price appreciation alone, without the manager adding shares. Share-count delta is the cleaner indicator of explicit trading activity. All deltas on this page are sourced from sequential SEC Form 13F-HR filings.