Latest Tiger Pacific Capital LP Stock Portfolio

$409Million | No. of Holdings #9

Tiger Pacific Capital LP Performance

2026 Q1-7.54%
YTD-7.54%
2025+9.07%

About Tiger Pacific Capital LP and 13F Hedge Fund Stock Holdings

On 2026-05-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, Tiger Pacific Capital LP reported an equity portfolio of $409.5 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of Tiger Pacific Capital LP are TAL, CPNG, PDD. The fund has invested 22.1% of it's portfolio in TAL ED GROUP and 8.8% of portfolio in COUPANG INC. <br><br> The fund managers got completely rid off SEA LTD (SE), TAIWAN SEMICONDUCTOR MFG LTD (TSM) and NEW ORIENTAL ED & TECHNOLOGY (EDU) stocks. They significantly reduced their stock positions in MAKEMYTRIP LIMITED MAURITIUS (MMYT). Tiger Pacific Capital LP opened new stock positions in PDD HOLDINGS INC (PDD), QFIN HOLDINGS INC (QFIN) and HELLO GROUP INC (MOMO). The fund showed a lot of confidence in some stocks as they added substantially to COUPANG INC (CPNG).
Tiger Pacific Capital LP Equity Portfolio Value
Last Reported on: 15 May, 2026
$409Million
  as of May 15, 2026

Tiger Pacific Capital LP Annual Return Estimates Vs S&P 500

Our best estimate is that Tiger Pacific Capital LP made a return of -7.54% in the last quarter. In trailing 12 months, it's portfolio return was -10.98%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
pdd holdings inc27,744,300
qfin holdings inc12,328,000
hello group inc6,735,710
vnet group inc6,428,630

New stocks bought by Tiger Pacific Capital LP

Additions

Ticker% Inc.
coupang inc139

Additions to existing portfolio by Tiger Pacific Capital LP

Reductions

Ticker% Reduced
makemytrip limited mauritius-66.65

Tiger Pacific Capital LP reduced stake in above stock

Sold off

Ticker$ Sold
sea ltd-105,680,000
gds hldgs ltd-20,908,500
new oriental ed & technology-23,582,100
joyy inc-19,048,600
taiwan semiconductor mfg ltd-28,018,700

Tiger Pacific Capital LP got rid off the above stocks

Sector Distribution

Tiger Pacific Capital LP has about 83.2% of it's holdings in Others sector.

  • Others
  • Consumer Cyclical
Sector%
Others83.2
Consumer Cyclical16.8

Market Cap. Distribution

Tiger Pacific Capital LP has about 16.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • LARGE-CAP
Category%
UNALLOCATED83.2
LARGE-CAP16.8

Stocks belong to which Index?

About 0% of the stocks held by Tiger Pacific Capital LP either belong to S&P 500 or RUSSELL 2000 index.

  • Others
Index%
Others100
Top 5 Winners (%)%
TAL
tal ed group
4.2 %
Top 5 Winners ($)$
TAL
tal ed group
3.7 M
Top 5 Losers (%)%
MMYT
makemytrip limited mauritius
-36.4 %
CPNG
coupang inc
-15.0 %
RERE
atrenew inc
-11.5 %
NOAH
noah hldgs ltd
-1.4 %
Top 5 Losers ($)$
MMYT
makemytrip limited mauritius
-14.9 M
CPNG
coupang inc
-6.4 M
RERE
atrenew inc
-1.3 M
NOAH
noah hldgs ltd
-0.3 M

Tiger Pacific Capital LP Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Tiger Pacific Capital LP

Tiger Pacific Capital LP has 9 stocks in it's portfolio. MMYT proved to be the most loss making stock for the portfolio. TAL was the most profitable stock for Tiger Pacific Capital LP last quarter.

$214.44MTotal Value
14.00Positions
15 May, 2026Last Reported
Current holdings of Current Stock Holdings of Tiger Pacific Capital LP, last reported on 15 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
EDU
New Oriental Ed & Technology

New Oriental Ed & Technology

EDU
Tiger Pacific Capital LP's holding in New Oriental Ed & Technology over time
0%0.00
$0.00
0%
decreased 100 percentsold off
GDS
Gds Hldgs Ltd

Gds Hldgs Ltd

GDS
Tiger Pacific Capital LP's holding in Gds Hldgs Ltd over time
0%0.00
$0.00
0%
decreased 100 percentsold off
MMYT
Makemytrip Limited Mauritius

Makemytrip Limited Mauritius

MMYT
Tiger Pacific Capital LP's holding in Makemytrip Limited Mauritius over time
1.51%166,051
$6.19M
1.51%
decreased 66.65 percentreduced
MOMO
Hello Group Inc

Hello Group Inc

MOMO
Tiger Pacific Capital LP's holding in Hello Group Inc over time
1.65%1,169,390
$6.74M
1.65%
new position
NOAH
Noah Hldgs Ltd

Noah Hldgs Ltd

NOAH
Tiger Pacific Capital LP's holding in Noah Hldgs Ltd over time
4.55%1,880,860
$18.62M
4.55%
unchanged 0 percentunchanged
PDD
Pdd Holdings Inc

Pdd Holdings Inc

PDD
Tiger Pacific Capital LP's holding in Pdd Holdings Inc over time
6.78%271,524
$27.74M
6.78%
new position
QFIN
Qfin Holdings Inc

Qfin Holdings Inc

QFIN
Tiger Pacific Capital LP's holding in Qfin Holdings Inc over time
3.01%954,921
$12.33M
3.01%
new position
RERE
Atrenew Inc

Atrenew Inc

RERE
Tiger Pacific Capital LP's holding in Atrenew Inc over time
2.37%2,069,440
$9.71M
2.37%
unchanged 0 percentunchanged
SE
Sea Ltd

Sea Ltd

SE
Tiger Pacific Capital LP's holding in Sea Ltd over time
0%0.00
$0.00
0%
decreased 100 percentsold off
TAL
Tal Ed Group

Tal Ed Group

TAL
Tiger Pacific Capital LP's holding in Tal Ed Group over time
22.15%7,977,770
$90.71M
22.15%
unchanged 0 percentunchanged
TSM
Taiwan Semiconductor Mfg Ltd

Taiwan Semiconductor Mfg Ltd

TSM
Tiger Pacific Capital LP's holding in Taiwan Semiconductor Mfg Ltd over time
0%0.00
$0.00
0%
decreased 100 percentsold off
VNET
Vnet Group Inc

Vnet Group Inc

VNET
Tiger Pacific Capital LP's holding in Vnet Group Inc over time
1.57%766,225
$6.43M
1.57%
new position
YY
Joyy Inc

Joyy Inc

YY
Tiger Pacific Capital LP's holding in Joyy Inc over time
0%0.00
$0.00
0%
decreased 100 percentsold off