Primavera Capital Management Ltd 13F: Quarter-over-Quarter Portfolio Changes
Primavera Capital Management Ltd reported a disclosed portfolio value of approximately $647.9 million in its latest SEC Form 13F-HR filing for Q1 2026, down 1.4% quarter on quarter. Over the quarter, the manager reported no changes in disclosed positions.
No quarter-over-quarter shifts data is available for Primavera Capital Management Ltd at this time.
Net Portfolio Value ChangeQ1 2026
- $0.7BPrior quarter
- $0.6BCurrent quarter
- $-0.0BNet delta
- -1.4%% 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 Q1 2026?
Primavera Capital Management Ltd reported no new positions or share-count increases in its Q1 2026 13F filing.
What stocks did Primavera Capital Management Ltd sell in Q1 2026?
Primavera Capital Management Ltd reported no full exits or share-count reductions in its Q1 2026 13F filing.
Which positions did Primavera Capital Management Ltd initiate in Q1 2026?
Primavera Capital Management Ltd established no new positions in Q1 2026.
Which existing positions saw the largest allocation increases for Primavera Capital Management Ltd in Q1 2026?
Primavera Capital Management Ltd reported no material allocation increases in existing positions in Q1 2026.
Which positions did Primavera Capital Management Ltd fully exit in Q1 2026?
Primavera Capital Management Ltd fully exited no positions in Q1 2026.
Which existing positions saw the largest allocation reductions for Primavera Capital Management Ltd in Q1 2026?
Primavera Capital Management Ltd reported no material allocation reductions in existing positions in Q1 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.