IDG China Venture Capital Fund IV Associates L.P. — 13F Holdings & Portfolio

CIK 1609021 · latest 13F-HR filed 2026-05-01

IDG China Venture Capital Fund IV Associates L.P. manages $219.2M in 13F-reported U.S. long-equity assets across 4 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are PDD (81.52%), PONY (17.18%), LITB (0.94%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 0 new positions, exited 0, added to 1, and trimmed 2.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$219.2M

Long-equity book

Holdings

4

Distinct positions

Period

2026-03-31

Filed 2026-05-01

Q/Q Activity

+0 / −0 / ↑1 / ↓2

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • PONY AI INC$5.5M +17.2%
Show all 1

Top Trims

  • PDD HOLDINGS INC-$19.6M -9.9%
  • BITDEER TECHNOLOGIES GROUP-$233.7K -22.8%
Show all 2

New Positions

  • No new positions this quarter.
Show all 0

Exited Positions

  • No exits this quarter.
Show all 0
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 PDD HOLDINGS INC PDD 722304102 $178.7M 81.52% 1,749,029 SH
2 PONY AI INC PONY 732908108 $37.7M 17.18% 3,989,250 SH
3 LIGHTINTHEBOX HLDG CO LTD LITB 53225G201 $2.1M 0.94% 898,969 SH
4 BITDEER TECHNOLOGIES GROUP BTDR G11448100 $789.8K 0.36% 91,308 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-01 $219.2M 4 0001104659-26-053900
2025-12-31 2026-02-13 $233.5M 4 0001104659-26-014639