Tiger Pacific Capital LP: 13F holdings, Q2 2026
Hedge fund · SEC EDGAR filings (CIK 1664492) · Explore on the interactive board
Tiger Pacific Capital LP disclosed 10 US equity positions worth $218.3m in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 14, 2026). Its largest position is TAL at 35.0% of the reported book, followed by CPNG, VNET. The top ten holdings are 100.0% of the book, and the portfolio behaves like about 5 equal-weight positions. Versus the prior filing it opened 2 new positions, added to 2, reduced 1 and exited 1. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.
What does Tiger Pacific Capital LP own? Top holdings as of June 30, 2026
Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 2 new, 2 added, 1 reduced, 1 exited.
| # | Stock | Sector | Weight | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|---|
| 1 | TAL TAL ED GROUP | Consumer Defensive | 35.0% | $76.3m | 7,977,772 | 0% | held |
| 2 | CPNG COUPANG INC | Consumer Cyclical | 26.6% | $58.1m | 3,343,754 | 75% | added |
| 3 | VNET VNET GROUP INC | Technology | 10.7% | $23.4m | 2,909,886 | 280% | added |
| 4 | NOAH NOAH HLDGS LTD | 8.6% | $18.8m | 1,880,865 | 0% | held | |
| 5 | QFIN QFIN HOLDINGS INC | Financial Services | 6.9% | $15.1m | 954,921 | 0% | held |
| 6 | MAKEMYTRIP LIMITED MAURITIUS | 4.1% | $8.8m | 166,051 | 0% | held | |
| 7 | RERE ATRENEW INC | Consumer Cyclical | 3.7% | $8.0m | 2,069,435 | 0% | held |
| 8 | MOMO HELLO GROUP INC | Communication Services | 3.0% | $6.6m | 1,131,194 | -3% | reduced |
| 9 | QFIN HOLDINGS INC | 1.3% | $2.9m | 3,300,000 | – | new | |
| 10 | CBRS CEREBRAS SYSTEMS INC | Technology | 0.1% | $221.0k | 1,000 | – | new |
What did Tiger Pacific Capital LP sell? Positions exited since the previous filing
| Stock | Prior weight | Prior value |
|---|---|---|
| PDD PDD HOLDINGS INC | 100.0% | $27.7m |
Sector mix
| Sector | Weight |
|---|---|
| Consumer Defensive | 35.0% |
| Consumer Cyclical | 30.3% |
| Technology | 10.8% |
| Financial Services | 6.9% |
| Communication Services | 3.0% |
Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.
Filing history
How concentrated is Tiger Pacific Capital LP's portfolio?
Across every quarter Tiger Pacific Capital LP has filed, its median largest position is 38.6% of the book and its median top-ten weight is 100.0%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%). Of 1.0 completed holding spells, the median lasted 1.0 quarters; 10.0 positions are still open and their final length is unknown.