DOSSIER · 13F-HR · Q1 2026
TMT General Partner Ltd
$250M in tracked AUM across 3 positions as of Q1 2026.
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CIK 0001847582 · last filed Mar 31, 2026
AI Analysis · 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.