TMT General Partner Ltd — 13F Holdings & Portfolio

CIK 1847582 · latest 13F-HR filed 2026-05-08

TMT General Partner Ltd manages $249.9M in 13F-reported U.S. long-equity assets across 3 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are XPEV (70.44%), PONY (26.23%), API (3.33%). 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.

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AUM

$249.9M

Long-equity book

Holdings

3

Distinct positions

Period

2026-03-31

Filed 2026-05-08

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$37.7M +135.7%
Show all 1

Top Trims

  • XPENG INC-$32.6M -15.6%
  • AGORA INC-$1.2M -13.0%
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 XPENG INC XPEV 98422D105 $176.0M 70.44% 10,285,837 SH
2 PONY AI INC PONY 732908108 $65.5M 26.23% 6,942,135 SH
3 AGORA INC API 00851L103 $8.3M 3.33% 2,352,651 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-08 $249.9M 3 0001847582-26-000002
2025-12-31 2026-01-30 $246.0M 3 0001847582-26-000001