StockDriftsStockDriftsTop 4 IDG China Venture Capital Fund IV Associates L.P. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PDD | PDD HOLDINGS INC | 78.39% | 1.51M | $115.4M | -13.47%(-235.63K) | $35.02(+158.51%) | 2026-06-30 | |
| PONY | PONY AI INC | 18.83% | 3.99M | $27.7M | +0.00%(+0) | $13.29(-35.83%) | 2026-06-30 | |
| LITB | LIGHTINTHEBOX HLDG CO LTD | 1.8% | 899.0K | $2.7M | +0.00%(+0) | $5.25(-42.29%) | 2026-06-30 | |
| BTDR | BITDEER TECHNOLOGIES GROUP | 0.98% | 91.3K | $1.4M | +0.00%(+0) | $11.03(-20.27%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +0.14% | +0.42% | -10.64% | -43.02% |
| Top 20 Holdings Unweighted | +7.69% | +24.90% | -6.47% | -28.43% |
IDG China Venture Capital Fund IV Associates L.P. reports $147.27M in US-listed equity holdings across 4 positions in its most recent 13F filing. Its largest disclosed positions are PDD (78.4%), PONY (18.8%) and LITB (1.8%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +0.42% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from IDG China Venture Capital Fund IV Associates L.P.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1609021). View IDG China Venture Capital Fund IV Associates L.P.’s 13F filings on SEC