DOSSIER · 13F-HR · Q2 2026
Primavera Capital Management Ltd
$565M in tracked AUM across 5 positions as of Q2 2026.
PC
CIK 0001686305 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Portfolio Overview
Primavera Capital Management Ltd’s 13F filing for the period ending September 30, 2025, reveals a highly concentrated portfolio with a total value of approximately $594.01 million. This represents a decrease of 4.5% from the previous quarter's value of $622.23 million. The portfolio is exceptionally narrow in scope, containing only two holdings. This lack of diversification suggests a high-conviction strategy where the firm allocates capital exclusively to its best ideas ...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.
Filing history
Showing 12 of 37