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Tiger Pacific Capital 13F Portfolio

Portfolio Manager
Tiger Pacific Capital LP
Performance
-9.60% (2026 Q2)
AUM (13F)
$218.28M
# of Holdings
10
Performance Rank
Allocation (Top 20)
98.57%
Latest filing
Q2 2026

Tiger Pacific Capital LP Holdings Map

Top 8 Tiger Pacific Capital LP Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
TAL
TAL ED GROUP
34.98%7.98M$76.3M
+0.00%(+0)
2025-Q2: 9.23M shares2025-Q3: 8.39M shares2025-Q4: 7.98M shares2026-Q1: 7.98M shares2026-Q2: 7.98M shares
$9.37(+24.31%)
2026-06-30
CPNG
COUPANG INC
26.61%3.34M$58.1M
+75.48%(+1.44M)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 797.2K shares2026-Q1: 1.91M shares2026-Q2: 3.34M shares
$19.63(-17.90%)
2026-06-30
VNET
VNET GROUP INC
10.72%2.91M$23.4M
+279.77%(+2.14M)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 766.2K shares2026-Q2: 2.91M shares
$8.10(-6.23%)
2026-06-30
NOAH
NOAH HLDGS LTD
8.61%1.88M$18.8M
+0.00%(+0)
2025-Q2: 1.88M shares2025-Q3: 1.88M shares2025-Q4: 1.88M shares2026-Q1: 1.88M shares2026-Q2: 1.88M shares
$31.86(-72.91%)
2026-06-30
QFIN
QFIN HOLDINGS INC
6.92%954.9K$15.1M
+0.00%(+0)
2025-Q2: 316.4K shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 954.9K shares2026-Q2: 954.9K shares
$14.75(-16.84%)
2026-06-30
MMYT
MAKEMYTRIP LIMITED MAURITIUS
4.05%166.1K$8.8M
+0.00%(+0)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 497.9K shares2026-Q1: 166.1K shares2026-Q2: 166.1K shares
$87.86(-31.23%)
2026-06-30
RERE
ATRENEW INC
3.67%2.07M$8.0M
+0.00%(+0)
2025-Q2: 2.07M shares2025-Q3: 2.07M shares2025-Q4: 2.07M shares2026-Q1: 2.07M shares2026-Q2: 2.07M shares
$14.04(-67.60%)
2026-06-30
MOMO
HELLO GROUP INC
3.01%1.13M$6.6M
-3.27%(-38.20K)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 1.17M shares2026-Q2: 1.13M shares
$6.88(-16.44%)
2026-06-30

About Tiger Pacific Capital LP’s portfolio

Tiger Pacific Capital LP reports $218.28M in US-listed equity holdings across 10 positions in its most recent 13F filing. Its largest disclosed positions are TAL (35.0%), CPNG (26.6%) and VNET (10.7%). The top 20 holdings account for 98.57% of reported assets. Its disclosed equity book has returned +5.51% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
TAL — 35.5% ($76.35M)CPNG — 27.0% ($58.08M)VNET — 10.9% ($23.40M)NOAH — 8.7% ($18.79M)QFIN — 7.0% ($15.10M)MMYT — 4.1% ($8.85M)RERE — 3.7% ($8.01M)MOMO — 3.0% ($6.56M)
100%in top 8
  • TAL35.5%
  • CPNG27.0%
  • VNET10.9%
  • NOAH8.7%
  • QFIN7.0%
  • MMYT4.1%
  • RERE3.7%
  • MOMO3.0%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

Added to
2
CPNGCOUPANG INC+75.5%
VNETVNET GROUP INC+279.8%
Trimmed
1
MOMOHELLO GROUP INC-3.3%

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Source filings

Holdings on this page are parsed from Tiger Pacific Capital LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1664492). View Tiger Pacific Capital LP’s 13F filings on SEC

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