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%

Performance for 2026 Q1 is -7.54%, and YTD is -7.54%, and 2025 is 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.

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.

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

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.

Last Reported on: 15 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions