2026 Q1 Portfolio Activity
In 2026 Q1, Tiger Pacific Capital LP maintained a portfolio of 15 distinct positions. The most significant new addition was STATE STR SPDR S&P 500 ETF T, now representing 47.64% of the total fund value. They heavily accumulated shares in COUPANG INC, increasing the position by 139.0%. Conversely, Tiger Pacific Capital LP completely exited their position in SEA LTD.
Position History
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Total Positions
15
Quarter
2026 Q1
Top Holding
SPY (47.6%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-15 of 15
Tiger Pacific Capital LP Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SPY
PUT
STATE STR SPDR ...
|
PUT Option | 47.64% | — |
#1
Prev: #—
|
9.5 |
—
|
300,000 | — |
NEW
|
300,000 | $195,102,000 |
$650.34
+16.0%
|
2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
TAL
TAL ED GROUP
|
Consumer Defensive | 22.15% | 23.28% |
#2
Prev: #2
|
6.5 |
—
|
no change | no change |
P
S
|
7,977,772 | $90,707,268 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CPNG
COUPANG INC
|
Consumer Cyclical | 8.78% | 5.03% |
#3
6
Prev: #9
|
7.5 |
—
|
1,108,271 | 139.0% |
P
S
|
1,905,440 | $35,974,707 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PDD
PDD HOLDINGS IN...
|
Consumer Cyclical | 6.77% | — |
#4
Prev: #—
|
6.7 |
—
|
271,524 | — |
NEW
|
271,524 | $27,744,322 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NOAH
NOAH HLDGS LTD
|
Financial Services | 4.55% | 5.05% |
#5
3
Prev: #8
|
3.3 |
—
|
no change | no change |
P
S
|
1,880,865 | $18,620,564 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
QFIN
QFIN HOLDINGS I...
|
Financial Services | 3.01% | — |
#6
Prev: #—
|
4.7 |
—
|
954,921 | — |
NEW
|
954,921 | $12,328,030 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
RERE
ATRENEW INC
|
Consumer Cyclical | 2.37% | 2.93% |
#7
3
Prev: #10
|
1.9 |
—
|
no change | no change |
P
S
|
2,069,435 | $9,705,650 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MOMO
HELLO GROUP INC
|
Communication Services | 1.64% | — |
#8
Prev: #—
|
4.2 |
—
|
1,169,394 | — |
NEW
|
1,169,394 | $6,735,709 | 2017 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VNET
VNET GROUP INC
|
Technology | 1.57% | — |
#9
Prev: #—
|
4.1 |
—
|
766,225 | — |
NEW
|
766,225 | $6,428,628 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MMYT
MAKEMYTRIP LIMI...
|
Consumer Cyclical | 1.51% | 10.94% |
#10
7
Prev: #3
|
0.6 |
—
|
-331,872 | -66.7% |
P
S
|
166,051 | $6,192,042 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
JOYY
JOYY INC
|
ETF | 0.00% | 5.10% |
Sold All 😨
(Was: #7) |
0.0 |
—
|
-294,141 | -100.0% |
CLOSED
|
— | $— | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GDS
GDS HLDGS LTD
|
Technology | 0.00% | 5.59% |
Sold All 😨
(Was: #6) |
0.0 |
—
|
-599,097 | -100.0% |
CLOSED
|
— | $— | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
EDU
NEW ORIENTAL ED...
|
Consumer Defensive | 0.00% | 6.31% |
Sold All 😨
(Was: #5) |
0.0 |
—
|
-428,532 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 0.00% | 7.50% |
Sold All 😨
(Was: #4) |
0.0 |
—
|
-92,200 | -100.0% |
CLOSED
|
— | $— | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SE
SEA LTD
|
Consumer Cyclical | 0.00% | 28.27% |
Sold All 😨
(Was: #1) |
0.0 |
—
|
-828,410 | -100.0% |
CLOSED
|
— | $— | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-15 of 15 holdings