DOSSIER · 13F-HR · Q1 2026

TMT General Partner Ltd

TMT General Partner's family office based in San Francisco, CA $250M in tracked AUM across 3 positions as of Q1 2026.

TG
TMT General Partner·San Francisco, CA·Family Office
CIK 0001847582 · last filed Mar 31, 2026
Total AUM
$250M
19.6%
vs prior
Holdings
3
positions
Whale Score
71
71
strong
Activity
no data
changes this Q
Top sector
Tech
11% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Portfolio Overview

TMT General Partner Ltd presents a highly specialized and concentrated investment portfolio characterized by an extremely high-risk, high-conviction strategy. As of the reporting period ending September 30, 2025, the firm manages approximately $306.64 million across a mere two holdings. With a Herfindahl-Hirschman Index (HHI) approaching maximum concentration, the portfolio lacks traditional diversification. The minimal decrease in total portfolio value (-0.8%) from the p...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
XPEV
XPENG INC
$176M10.3M70.4%
02
PONY
PONY AI INC
$66M6.9M26.2%
03
API
AGORA INC
$8M2.4M3.3%

Filing history

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