Tiger Pacific Capital LP 13F: Quarter-over-Quarter Portfolio Changes
Tiger Pacific Capital LP reported a disclosed portfolio value of approximately $214.4 million in its latest SEC Form 13F-HR filing for Q1 2026, down 42.6% quarter on quarter. Over the quarter, the fund initiated 4 new positions, bought more shares in 1 holding, trimmed 1 holding, and exited 5 positions.
Tiger Pacific Capital LP's top buy was a new stake in Pdd Holdings INC (PDD) , equal to 12.9% of the disclosed portfolio. Its top sell was Sea LTD (SE) . The fund exited the position completely after it had accounted for 28.3% of the previous portfolio.
New PositionsQ1 2026
Securities disclosed for the first time in Q1 2026 that were not present in the prior 13F-HR filing.
| Company | Ticker | Initial Portfolio Weight | History |
|---|---|---|---|
| PDD HOLDINGS INC | PDD | 12.9% | History → |
| QFIN HOLDINGS INC | QFIN | 5.7% | History → |
| HELLO GROUP INC | MOMO | 3.1% | History → |
| VNET GROUP INC | VNET | 3.0% | History → |
Top BuysQ1 2026
The fund's top buys among existing positions in Q1 2026. Ranked by portfolio-weight impact, with the percentage of additional shares shown separately.
| Company | Ticker | Portfolio Weight Change | More Shares | History |
|---|---|---|---|---|
| COUPANG INC | CPNG | +11.7% | +139.0% | History → |
Top SellsQ1 2026
The fund's top sells among positions it retained in Q1 2026. Ranked by portfolio-weight impact. Full exits are listed separately.
| Company | Ticker | Portfolio Weight Change | Shares Sold | History |
|---|---|---|---|---|
| MAKEMYTRIP LIMITED MAURITIUS | MMYT | -8.1% | 66.7% | History → |
Full ExitsQ1 2026
Positions present in the prior 13F-HR filing that no longer appear in Q1 2026.
| Company | Ticker | Last-Reported Portfolio Weight |
|---|---|---|
| SEA LTD | SE | 28.3% |
| TAIWAN SEMIC-ADR | TSM | 7.5% |
| NEW ORIENTAL ED & TECHNOLOGY | EDU | 6.3% |
| GDS HLDGS LTD | GDS | 5.6% |
| JOYY INC | JOYY | 5.1% |
Net Portfolio Value ChangeQ1 2026
- $0.4BPrior quarter
- $0.2BCurrent quarter
- $-0.2BNet delta
- -42.6%% 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 Q1 2026?
In Q1 2026, Tiger Pacific Capital LP initiated 4 new positions (PDD HOLDINGS INC (PDD), QFIN HOLDINGS INC (QFIN), HELLO GROUP INC (MOMO), VNET GROUP INC (VNET)); bought more shares of COUPANG INC (CPNG).
What stocks did Tiger Pacific Capital LP sell in Q1 2026?
In Q1 2026, Tiger Pacific Capital LP fully sold 5 positions (SEA LTD (SE), TAIWAN SEMIC-ADR (TSM), NEW ORIENTAL ED & TECHNOLOGY (EDU), GDS HLDGS LTD (GDS), JOYY INC (JOYY)); reduced holdings in MAKEMYTRIP LIMITED MAURITIUS (MMYT).
Which positions did Tiger Pacific Capital LP initiate in Q1 2026?
Tiger Pacific Capital LP established 4 new positions in Q1 2026: PDD HOLDINGS INC (PDD, 12.9%), QFIN HOLDINGS INC (QFIN, 5.7%), HELLO GROUP INC (MOMO, 3.1%), VNET GROUP INC (VNET, 3.0%).
Which existing positions saw the largest allocation increases for Tiger Pacific Capital LP in Q1 2026?
Of 1 existing position with share-count increases in Q1 2026, the largest were: COUPANG INC (CPNG, +11.7% weight, +139.0% shares).
Which positions did Tiger Pacific Capital LP fully exit in Q1 2026?
Tiger Pacific Capital LP fully exited 5 positions in Q1 2026: SEA LTD (SE, last-reported weight 28.3%), TAIWAN SEMIC-ADR (TSM, last-reported weight 7.5%), NEW ORIENTAL ED & TECHNOLOGY (EDU, last-reported weight 6.3%), GDS HLDGS LTD (GDS, last-reported weight 5.6%), JOYY INC (JOYY, last-reported weight 5.1%).
Which existing positions saw the largest allocation reductions for Tiger Pacific Capital LP in Q1 2026?
Of 1 existing position with share-count reductions in Q1 2026, the largest were: MAKEMYTRIP LIMITED MAURITIUS (MMYT, -8.1% weight, -66.7% 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.