Tiger Pacific Capital LP — 13F Holdings & Portfolio

CIK 1664492 · latest 13F-HR filed 2026-05-15

Tiger Pacific Capital LP manages $409.5M in 13F-reported U.S. long-equity assets across 10 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are SPY (47.64%), TAL (22.15%), CPNG (8.78%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 4 new positions, exited 5, 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.

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AUM

$409.5M

Long-equity book

Holdings

10

Distinct positions

Period

2026-03-31

Filed 2026-05-15

Q/Q Activity

+4 / −5 / ↑1 / ↓2

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • COUPANG INC$17.2M +91.3%
Show all 1

Top Trims

  • MAKEMYTRIP LIMITED MAURITIUS-$34.7M -84.9%
  • ATRENEW INC-$1.3M -11.5%
Show all 2

New Positions

  • PDD HOLDINGS INC$27.7M
  • QFIN HOLDINGS INC$12.3M
  • HELLO GROUP INC$6.7M
  • VNET GROUP INC$6.4M
Show all 4

Exited Positions

  • SEA LTD$105.7M
  • TAIWAN SEMICONDUCTOR MFG LTD$28.0M
  • NEW ORIENTAL ED & TECHNOLOGY$23.6M
  • GDS HLDGS LTD$20.9M
  • JOYY INC$19.0M
Show all 5
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 STATE STR SPDR S&P 500 ETF T Put SPY 78462F103 $195.1M 47.64% 300,000 SH
2 TAL ED GROUP TAL 874080104 $90.7M 22.15% 7,977,772 SH
3 COUPANG INC CPNG 22266T109 $36.0M 8.78% 1,905,440 SH
4 PDD HOLDINGS INC PDD 722304102 $27.7M 6.77% 271,524 SH
5 NOAH HLDGS LTD NOAH 65487X102 $18.6M 4.55% 1,880,865 SH
6 QFIN HOLDINGS INC QFIN 88557W101 $12.3M 3.01% 954,921 SH
7 ATRENEW INC RERE 00138L108 $9.7M 2.37% 2,069,435 SH
8 HELLO GROUP INC MOMO 423403104 $6.7M 1.64% 1,169,394 SH
9 VNET GROUP INC VNET 90138A103 $6.4M 1.57% 766,225 SH
10 MAKEMYTRIP LIMITED MAURITIUS MMYT V5633W109 $6.2M 1.51% 166,051 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-15 $409.5M 10 0001664492-26-000005
2025-12-31 2026-02-17 $373.8M 10 0001664492-26-000004
2025-09-30 2025-11-14 $395.4M 14 0001664492-25-000006