Q1 2026 · 13F-HR
Tiger Pacific Capital LPholdings as filed
Filed 2026-05-15 · accession 0001664492-26-000005
$409.5M
Reported value
10
Positions
2026-03-31
Period end
The Brief · Tiger Pacific Capital LP · Q1 2026
AI · grounded in 13F
Tiger Pacific Capital LP established a new position in SPY valued at $195.1M. The fund closed its position in SE, reducing exposure by $105.7M. Other new additions include PDD at $27.7M and QFIN at $12.3M, while the fund exited positions in TSM and EDU.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 78462F103 | SPY | STATE STR SPDR S&P 500 ETF T | $195.1M | 47.6% | 300,000 | PUT | SOLE |
| 874080104 | TAL | TAL ED GROUP | $90.7M | 22.1% | 7,977,772 | Common | SOLE |
| 22266T109 | CPNG | COUPANG INC | $36.0M | 8.78% | 1,905,440 | Common | SOLE |
| 722304102 | PDD | PDD HOLDINGS INC | $27.7M | 6.77% | 271,524 | Common | SOLE |
| 65487X102 | NOAH | NOAH HLDGS LTD | $18.6M | 4.55% | 1,880,865 | Common | SOLE |
| 88557W101 | QFIN | QFIN HOLDINGS INC | $12.3M | 3.01% | 954,921 | Common | SOLE |
| 00138L108 | RERE | ATRENEW INC | $9.7M | 2.37% | 2,069,435 | Common | SOLE |
| 423403104 | MOMO | HELLO GROUP INC | $6.7M | 1.64% | 1,169,394 | Common | SOLE |
| 90138A103 | VNET | VNET GROUP INC | $6.4M | 1.57% | 766,225 | Common | SOLE |
| V5633W109 | MMYT | MAKEMYTRIP LIMITED MAURITIUS | $6.2M | 1.51% | 166,051 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.