Tiger Pacific Capital LP
NEW YORK, NY
$215m in 9 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 20.7% of the portfolio this quarter.
Value
$215m
Stocks
9
Top 10 share
100.0%
Turnover
20.7%
What changed this quarter
New
Bought for the first time this quarter.
- Cerebras SystemsCBRS0.1% of the fund
Added
Bought more of a stock they already held.
- CoupangCPNG27.0% of the fund+75%
- Vnet GroupVNET10.9% of the fund+280%
Cut
Sold some of their stake.
- Hello GroupMOMO3.0% of the fund-3%
Sold out
Sold their entire stake.
- PDD HoldingsPDD-100%
Holdings
- TAL ED GroupTAL
- Share
- 35.5%
- Value
- $76m
- Shares
- 7,977,772
Held
- Vnet GroupVNET
- Share
- 10.9%
- Value
- $23m
- Shares
- 2,909,886
+280%
- Noah HldgsNOAH
- Share
- 8.7%
- Value
- $19m
- Shares
- 1,880,865
Held
- Qfin HoldingsQFIN
- Share
- 7.0%
- Value
- $15m
- Shares
- 954,921
Held
- AtrenewRERE
- Share
- 3.7%
- Value
- $8m
- Shares
- 2,069,435
Held
- Hello GroupMOMO
- Share
- 3.0%
- Value
- $7m
- Shares
- 1,131,194
-3%
- Cerebras SystemsCBRS
- Share
- 0.1%
- Value
- $221,000
- Shares
- 1,000
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| TAL ED GroupTAL | 35.5% | $76m | 7,977,772 | Held |
| CoupangCPNG | 27.0% | $58m | 3,343,754 | +75% |
| Vnet GroupVNET | 10.9% | $23m | 2,909,886 | +280% |
| Noah HldgsNOAH | 8.7% | $19m | 1,880,865 | Held |
| Qfin HoldingsQFIN | 7.0% | $15m | 954,921 | Held |
| MakeMyTripMMYT | 4.1% | $9m | 166,051 | Held |
| AtrenewRERE | 3.7% | $8m | 2,069,435 | Held |
| Hello GroupMOMO | 3.0% | $7m | 1,131,194 | -3% |
| Cerebras SystemsCBRS | 0.1% | $221,000 | 1,000 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 28.5% since 30 June 2025.
Where the money is
Retail & consumer27.0%
Industrials4.1%
Technology0.1%
Other68.8%
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.