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TMT General Partner 13F Portfolio

Portfolio Manager
TMT General Partner Ltd
Performance
-22.43% (2026 Q2)
AUM (13F)
$193.82M
# of Holdings
3
Performance Rank
N/A
Allocation (Top 20)
99.99%
Latest filing
Q2 2026

TMT General Partner Ltd Holdings Map

Top 3 TMT General Partner Ltd Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
XPEV
XPENG INC
70.26%10.29M$136.2M
+0.00%(+0)
2025-Q2: 25.53M shares2025-Q3: 25.42M shares2025-Q4: 10.29M shares2026-Q1: 10.29M shares2026-Q2: 10.29M shares
$14.00(-15.76%)
2026-06-30
PONY
PONY AI INC
24.89%6.94M$48.2M
+0.00%(+0)
2025-Q2: 5.45M shares2025-Q3: 3.15M shares2025-Q4: 1.92M shares2026-Q1: 6.94M shares2026-Q2: 6.94M shares
$11.73(-27.25%)
2026-06-30
API
AGORA INC
4.84%2.35M$9.4M
+0.00%(+0)
2025-Q2: 9.41M shares2025-Q3: 9.41M shares2025-Q4: 2.35M shares2026-Q1: 2.35M shares2026-Q2: 2.35M shares
$3.86(+18.71%)
2026-06-30

About TMT General Partner Ltd’s portfolio

TMT General Partner Ltd reports $193.82M in US-listed equity holdings across 3 positions in its most recent 13F filing. Its largest disclosed positions are XPEV (70.3%), PONY (24.9%) and API (4.8%). The top 20 holdings account for 99.99% of reported assets. Its disclosed equity book has returned +8.85% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
XPEV — 70.3% ($136.18M)PONY — 24.9% ($48.25M)API — 4.8% ($9.39M)
100%in top 3
  • XPEV70.3%
  • PONY24.9%
  • API4.8%

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Source filings

Holdings on this page are parsed from TMT General Partner Ltd’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1847582). View TMT General Partner Ltd’s 13F filings on SEC

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