Tiger Pacific Capital LP 13F: Quarter-over-Quarter Portfolio Changes
Tiger Pacific Capital LP reported a disclosed portfolio value of approximately $218.3 million in its latest SEC Form 13F-HR filing for Q2 2026, up 1.8% quarter on quarter. Over the quarter, the fund initiated 2 new positions, bought more shares in 2 holdings, trimmed 1 holding, and exited 1 position.
Tiger Pacific Capital LP's top buy was Vnet Group INC (VNET) . The fund bought 279.8% more shares, lifting the position's portfolio weight by 7.7 percentage points. Its top sell was Pdd Holdings INC (PDD) . The fund exited the position completely after it had accounted for 12.9% 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 |
|---|---|---|---|
| QFIN HOLDINGS INC | UNKNOWN | 1.3% | History → |
| CEREBRAS SYSTEMS INC | CBRS | 0.1% | History → |
Top BuysQ2 2026
The fund's top buys among existing positions in Q2 2026. Ranked by portfolio-weight impact, with the percentage of additional shares shown separately.
| Company | Ticker | Portfolio Weight Change | More Shares | History |
|---|---|---|---|---|
| VNET GROUP INC | VNET | +7.7% | +279.8% | History → |
| COUPANG INC | CPNG | +9.8% | +75.5% | History → |
Top SellsQ2 2026
The fund's top sells among positions it retained in Q2 2026. Ranked by portfolio-weight impact. Full exits are listed separately.
| Company | Ticker | Portfolio Weight Change | Shares Sold | History |
|---|---|---|---|---|
| HELLO GROUP INC | MOMO | -0.1% | 3.3% | 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 |
|---|---|---|
| PDD HOLDINGS INC | PDD | 12.9% |
Net Portfolio Value ChangeQ2 2026
- $0.2BPrior quarter
- $0.2BCurrent quarter
- +$0.0BNet delta
- +1.8%% change
Methodology & FAQ
How Tiger Pacific Capital LP Quarterly Changes Are Computed
All deltas are sourced from sequential SEC Form 13F-HR filings for Tiger Pacific Capital LP: 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 Tiger Pacific Capital LP buy in Q2 2026?
In Q2 2026, Tiger Pacific Capital LP initiated 2 new positions (QFIN HOLDINGS INC (UNKNOWN), CEREBRAS SYSTEMS INC (CBRS)); bought more shares of VNET GROUP INC (VNET), COUPANG INC (CPNG).
What stocks did Tiger Pacific Capital LP sell in Q2 2026?
In Q2 2026, Tiger Pacific Capital LP fully sold 1 position (PDD HOLDINGS INC (PDD)); reduced holdings in HELLO GROUP INC (MOMO).
Which positions did Tiger Pacific Capital LP initiate in Q2 2026?
Tiger Pacific Capital LP established 2 new positions in Q2 2026: QFIN HOLDINGS INC (UNKNOWN, 1.3%), CEREBRAS SYSTEMS INC (CBRS, 0.1%).
Which existing positions saw the largest allocation increases for Tiger Pacific Capital LP in Q2 2026?
Of 2 existing positions with share-count increases in Q2 2026, the largest were: VNET GROUP INC (VNET, +7.7% weight, +279.8% shares), COUPANG INC (CPNG, +9.8% weight, +75.5% shares).
Which positions did Tiger Pacific Capital LP fully exit in Q2 2026?
Tiger Pacific Capital LP fully exited 1 position in Q2 2026: PDD HOLDINGS INC (PDD, last-reported weight 12.9%).
Which existing positions saw the largest allocation reductions for Tiger Pacific Capital LP in Q2 2026?
Of 1 existing position with share-count reductions in Q2 2026, the largest were: HELLO GROUP INC (MOMO, -0.1% weight, -3.3% shares).
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.