Capital Today Evergreen Fund, L.P.
Grand Cayman, E9
$129m in 3 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 0.2% of the portfolio this quarter.
Value
$129m
Stocks
3
Top 10 share
100.0%
Turnover
0.2%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
None this quarter.
Sold out
Sold their entire stake.
None this quarter.
Holdings
- PDD HoldingsPDD
- Share
- 81.6%
- Value
- $106m
- Shares
- 1,385,004
Held
- Dingdong CaymanDDL
- Share
- 17.7%
- Value
- $23m
- Shares
- 11,879,332
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| PDD HoldingsPDD | 81.6% | $106m | 1,385,004 | Held |
| Dingdong CaymanDDL | 17.7% | $23m | 11,879,332 | Held |
| KanzhunBZ | 0.7% | $923,641 | 71,767 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 54.8% since 30 June 2025.
Where the money is
Technology0.7%
Other99.3%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.