Tiger Pacific Capital LP 13F Portfolio

CIK 1664492 Filing since Q4 2015 Q2 2026 filed Aug 14, 2026
Holdings as of Jun 30, 2026, from the 13F filed Aug 14, 2026.

Portfolio Snapshot

9 positions · Q2 2026

Tiger Pacific Capital LP reported 9 positions worth $215.35M for the quarter ended Jun 30, 2026, up 0.4% on the prior quarter. It opened 1 new position, added to 2, trimmed 1 and exited 1. Its largest holding is TAL Education Group at 35.5% of the portfolio.

Portfolio Value
$215.35M
+0.4% QoQ · -28.5% YoY
Positions
9
1 new · 1 sold out
Top 10 Concentration
100%
of portfolio value
Largest Position
TAL 35.5%
TAL Education Group
Net Buying
+$14.47M
$42.44M bought · $27.97M sold
Turnover
13%
of the portfolio traded
Top Sector
Consumer Discretionary
66.1% of value
Track Record
43
quarters on file since Q4 2015

Portfolio Value & Positions

Value Positions

Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.

Sector Allocation

3 sectors
66.14%
Consumer Discretionary
Consumer Discretionary66.14%
Technology25.13%
Financial Services8.73%

Quarterly Buying & Selling

Bought Sold

Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.

Position Changes

How many positions were opened, added to, trimmed or closed each quarter.

Sector Allocation Over Time

Share of reported value in each sector at every quarter end.

Consumer DiscretionaryTechnologyFinancial ServicesIndustrialsReal EstateConsumer StaplesHealthcare

Largest Buys

Q2 2026
Holding Change Change % Trade Value Weight
CPNG Coupang, Inc. +1.44M +75.5% $24.98M 26.97%
VNET VNET Group, Inc. +2.14M +279.8% $17.24M 10.86%
CBRS Cerebras Systems Inc. +1,000 – $221.00K 0.103%

Largest Sells

Q2 2026
Holding Change Change % Trade Value Weight
PDD PDD Holdings Inc. -271.5K -100.0% $27.74M Exited
MOMO Hello Group Inc. -38.2K -3.3% $221.56K 3.05%

New Positions

Q2 2026
Holding Shares Trade Value Weight
CBRS Cerebras Systems Inc. +1,000 $221.00K 0.103%

Closed Positions

Q2 2026
Holding Shares Sold Trade Value Prior Weight
PDD PDD Holdings Inc. -271.5K $27.74M 12.94%
Holdings · Q2 2026

9 Positions

As ofJun 30, 2026
Value$215.35M
Top 10100%
Avg position$23.93M
# Activity
Showing all 9 positions 13F filings on SEC EDGAR

Tip. Select a row to see that position’s full history at Tiger Pacific Capital.

About Tiger Pacific Capital LP’s 13F Portfolio

What are Tiger Pacific Capital LP’s largest holdings?

As of its Q2 2026 13F filing, Tiger Pacific Capital LP’s five largest positions were TAL Education Group (TAL) at 35.5%, Coupang, Inc. (CPNG) at 27.0%, VNET Group, Inc. (VNET) at 10.9%, Noah Holdings Ltd (NOAH) at 8.7%, Qfin Holdings, Inc. (QFIN) at 7.0% of the reported portfolio.

How much is Tiger Pacific Capital LP’s portfolio worth?

Tiger Pacific Capital LP reported a 13F portfolio worth $215.35M across 9 positions for Q2 2026. That is up 0.4% from the previous quarter.

What did Tiger Pacific Capital LP buy in Q2 2026?

Its largest purchases by value were Coupang, Inc. ($24.98M), VNET Group, Inc. ($17.24M), Cerebras Systems Inc. ($221.00K). It opened 1 new positions.

What did Tiger Pacific Capital LP sell in Q2 2026?

Its largest sales by value were PDD Holdings Inc. ($27.74M), Hello Group Inc. ($221.56K). It exited 1 positions entirely.

Where does this data come from?

From the Form 13F-HR reports Tiger Pacific Capital LP files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.

Similar-Sized Institutions

by reported 13F value

13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.