Tiger Pacific Capital LP 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
Tiger Pacific Capital LP disclosed 15 US equity positions worth $490.5m in its Q3 2024 13F filing. The largest position was TAL at 34.7% of the reported book, followed by ZTO and TSM.
What did Tiger Pacific Capital LP own in Q3 2024? Top 15 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | TAL TAL EDUCATION GROUP | Consumer Defensive | 34.7% | $170.2m | 14,371,927 | – | |
| 2 | ZTO ZTO EXPRESS CAYMAN INC | Industrials | 14.3% | $70.2m | 2,835,777 | – | |
| 3 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 14.1% | $69.1m | 397,778 | – | |
| 4 | PDD PDD HOLDINGS INC | Consumer Cyclical | 8.9% | $43.8m | 325,172 | – | |
| 5 | QFIN QIFU TECHNOLOGY INC | Financial Services | 6.4% | $31.4m | 1,054,502 | – | |
| 6 | NOAH NOAH HLDGS LTD | 4.7% | $23.2m | 1,880,865 | – | ||
| 7 | JOYY JOYY INC | Communication Services | 4.1% | $20.0m | 552,847 | – | |
| 8 | EDU NEW ORIENTAL ED & TECHNOLOGY | Consumer Defensive | 3.3% | $16.4m | 215,733 | – | |
| 9 | CPNG COUPANG INC | Consumer Cyclical | 2.5% | $12.0m | 489,662 | – | |
| 10 | XPEV XPENG INC | Consumer Cyclical | 1.8% | $9.1m | 744,664 | – | |
| 11 | LEGN LEGEND BIOTECH CORP | Healthcare | 1.7% | $8.2m | 168,900 | – | |
| 12 | FUTU FUTU HLDGS LTD | Financial Services | 1.2% | $6.0m | 63,000 | – | |
| 13 | RERE ATRENEW INC | 1.2% | $5.8m | 2,069,435 | – | ||
| 14 | LI LI AUTO INC | Consumer Cyclical | 1.0% | $4.7m | 182,371 | – | |
| 15 | WBTN WEBTOON ENTMT INC | 0.1% | $343.2k | 30,000 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.