Primavera Capital Management Ltd

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 ...