Latest Tiger Pacific Capital LP Stock Portfolio
$430Million
Equity Portfolio Value
Last Reported on: 15 May, 2024
About Tiger Pacific Capital LP and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Tiger Pacific Capital LP reported an equity portfolio of $430.6 Millions as of 31 Mar, 2024.
The top stock holdings of Tiger Pacific Capital LP are ZTO, TAL, TSM. The fund has invested 24.1% of it's portfolio in ZTO EXPRESS CAYMAN INC and 21.8% of portfolio in TAL EDUCATION GROUP.
The fund managers got completely rid off LI AUTO INC (LI), MITSUBISHI UFJ FINL GROUP IN (MUFG) and SUMITOMO MITSUI FINL GROUP I (SMFG) stocks. They significantly reduced their stock positions in KANZHUN LIMITED (BZ), PDD HOLDINGS INC (PDD) and RLX TECHNOLOGY INC (RLX). Tiger Pacific Capital LP opened new stock positions in AMER SPORTS INC. The fund showed a lot of confidence in some stocks as they added substantially to GAOTU TECHEDU INC (GOTU), NEW ORIENTAL ED & TECHNOLOGY (EDU) and TAIWAN SEMICONDUCTOR MFG LTD (TSM).
The top stock holdings of Tiger Pacific Capital LP are ZTO, TAL, TSM. The fund has invested 24.1% of it's portfolio in ZTO EXPRESS CAYMAN INC and 21.8% of portfolio in TAL EDUCATION GROUP.
The fund managers got completely rid off LI AUTO INC (LI), MITSUBISHI UFJ FINL GROUP IN (MUFG) and SUMITOMO MITSUI FINL GROUP I (SMFG) stocks. They significantly reduced their stock positions in KANZHUN LIMITED (BZ), PDD HOLDINGS INC (PDD) and RLX TECHNOLOGY INC (RLX). Tiger Pacific Capital LP opened new stock positions in AMER SPORTS INC. The fund showed a lot of confidence in some stocks as they added substantially to GAOTU TECHEDU INC (GOTU), NEW ORIENTAL ED & TECHNOLOGY (EDU) and TAIWAN SEMICONDUCTOR MFG LTD (TSM).
New Buys
| Ticker | $ Bought |
|---|---|
| AMER SPORTS INC | 16,361,900 |
New stocks bought by Tiger Pacific Capital LP
Additions
| Ticker | % Inc. |
|---|---|
| GAOTU TECHEDU INC | 71.72 |
| NEW ORIENTAL ED & TECHNOLOGY | 57.07 |
| TAIWAN SEMICONDUCTOR MFG LTD | 1.13 |
Additions to existing portfolio by Tiger Pacific Capital LP
Reductions
| Ticker | % Reduced |
|---|---|
| KANZHUN LIMITED | -83.68 |
| PDD HOLDINGS INC | -37.2 |
| RLX TECHNOLOGY INC | -32.67 |
| QIFU TECHNOLOGY INC | -20.67 |
| TAL EDUCATION GROUP | -15.9 |
| ZTO EXPRESS CAYMAN INC | -2.58 |
Tiger Pacific Capital LP reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| LI AUTO INC | -11,416,200 |
| MITSUBISHI UFJ FINL GROUP IN | -1,086,250 |
| SUMITOMO MITSUI FINL GROUP I | -639,829 |
Tiger Pacific Capital LP got rid off the above stocks
Current Stock Holdings of Tiger Pacific Capital LP
Last Reported on: 15 May, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| BZ | KANZHUN LIMITED | 1.66 | 408,857 | 7,167,260 | REDUCED | -83.68 | |
| CPNG | COUPANG INC | 2.71 | 656,316 | 11,675,900 | UNCHANGED | 0.00 | |
| EDU | NEW ORIENTAL ED & TECHNOLOGY | 3.85 | 190,689 | 16,555,600 | ADDED | 57.07 | |
| GOTU | GAOTU TECHEDU INC | 7.70 | 5,059,070 | 33,136,900 | ADDED | 71.72 | |
| LI | LI AUTO INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| MUFG | MITSUBISHI UFJ FINL GROUP IN | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| NOAH | NOAH HLDGS LTD | 4.99 | 1,880,860 | 21,498,300 | UNCHANGED | 0.00 | |
| PDD | PDD HOLDINGS INC | 1.38 | 51,200 | 5,952,000 | REDUCED | -37.2 | |
| QFIN | QIFU TECHNOLOGY INC | 9.75 | 2,277,400 | 41,972,600 | REDUCED | -20.67 | |
| RERE | ATRENEW INC | 0.85 | 2,069,440 | 3,642,210 | UNCHANGED | 0.00 | |
| RLX | RLX TECHNOLOGY INC | 2.44 | 5,466,230 | 10,495,200 | REDUCED | -32.67 | |
| SMFG | SUMITOMO MITSUI FINL GROUP I | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| TAL | TAL EDUCATION GROUP | 21.75 | 8,252,700 | 93,668,100 | REDUCED | -15.9 | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 15.01 | 474,944 | 64,616,100 | ADDED | 1.13 | |
| ZTO | ZTO EXPRESS CAYMAN INC | 24.12 | 4,959,880 | 103,860,000 | REDUCED | -2.58 | |
| AMER SPORTS INC | 3.80 | 1,003,800 | 16,361,900 | NEW |