13F Insight
DOSSIER · 13F-HR · Q2 2026

Tiger Pacific Capital LP

$218M in tracked AUM across 10 positions as of Q2 2026.

TP
CIK 0001664492 · last filed Jun 30, 2026
Total AUM
$218M
as of Q2 2026
Holdings
10
—
positions
Whale Score
71
71
strong
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Portfolio Overview

Tiger Pacific Capital LP’s 13F filing for the period ending September 30, 2025, reveals a portfolio in a state of significant transition and contraction. The total portfolio value decreased substantially by 26.3%, dropping from $301.26 million to $221.97 million. This reduction is attributed not only to market performance but also to a major strategic pivot, evidenced by the exit from three substantial positions totaling approximately $146 million in the previous quarter....

Key Holdings

The portfolio is heavily dominated by Sea Limited (SE), which remains the single largest holding despite a reduction in stake. SE represents 36.94% of the portfolio ($81.99M), though the fund reduced its exposure by 5.0% during the quarter. The second-largest position, NetEase (NTES), was a new addition this quarter, accounting for 13.06% ($28.99M), signaling a strong conviction in established Chinese gaming and internet services.

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.

#HoldingValueSharesWeight
01
TAL
TAL ED GROUP
$76M8.0M35.0%02
CPNG
COUPANG INC
$58M3.3M26.6%03
VNET
VNET GROUP INC
$23M2.9M10.7%04
NOAH
NOAH HLDGS LTD
$19M1.9M8.6%05
QFIN
QFIN HOLDINGS INC
$15M955K6.9%06
V5633W109
MAKEMYTRIP LIMITED MAURITIUS
$9M166K4.1%07
RERE
ATRENEW INC
$8M2.1M3.7%08
MOMO
HELLO GROUP INC
$7M1.1M3.0%09
QIFTEC 0.5 04/01/30
QFIN HOLDINGS INC
$3M3.3M1.3%10
CBRS
CEREBRAS SYSTEMS INC
$221K1K0.1%

Filing history

2026Q2Jun 30
$218M▼ 46.7%
10 positionsView →2026Q1Mar 31
$410M▲ 9.6%
10 positionsView →2025Q4Dec 31
$374M▲ 68.4%
10 positionsView →2025Q3Sep 30
$222M▼ 26.3%
9 positionsView →2025Q2Jun 30
$301M▲ 92.5%
8 positionsLocked2025Q1Mar 31
$157M▼ 58.1%
8 positionsLocked2024Q4Dec 31
$374M▼ 28.7%
14 positionsLocked2024Q3Sep 30
$524M▲ 40.3%
16 positionsLocked2024Q2Jun 30
$374M▼ 13.2%
13 positionsLocked2024Q1Mar 31
$431M▼ 8.3%
13 positionsLocked2023Q4Dec 31
$470M▲ 22.3%
15 positionsLocked2023Q3Sep 30
$384M▲ 4.7%
10 positionsLocked
Showing 12 of 40