Tiger Pacific Capital LP 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Tiger Pacific Capital LP disclosed 14 US equity positions worth $374.0m in its Q4 2024 13F filing. The largest position was TAL at 36.9% of the reported book, followed by TSM and QFIN. Against the Q3 2024 filing, it opened 5 new positions, added to 3 and reduced 3 among the top 14 holdings.
What did Tiger Pacific Capital LP own in Q4 2024? Top 14 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | TAL TAL EDUCATION GROUP | Consumer Defensive | 36.9% | $138.0m | 13,769,756 | -4% | reduced |
| 2 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 18.7% | $70.0m | 354,698 | -11% | reduced |
| 3 | QFIN QIFU TECHNOLOGY INC | Financial Services | 10.8% | $40.5m | 1,054,502 | 0% | held |
| 4 | JOYY JOYY INC | Communication Services | 7.6% | $28.5m | 680,676 | 23% | added |
| 5 | NOAH NOAH HLDGS LTD | 5.9% | $22.0m | 1,880,865 | 0% | held | |
| 6 | BEKE KE HLDGS INC | Real Estate | 4.6% | $17.3m | 940,227 | – | new |
| 7 | PDD PDD HOLDINGS INC | Consumer Cyclical | 2.5% | $9.4m | 97,372 | -70% | reduced |
| 8 | LU LUFAX HOLDING LTD | Financial Services | 2.5% | $9.4m | 3,936,662 | – | new |
| 9 | FUTU FUTU HLDGS LTD | Financial Services | 2.3% | $8.6m | 108,100 | 72% | added |
| 10 | HMC HONDA MOTOR LTD | Consumer Cyclical | 2.2% | $8.2m | 288,100 | – | new |
| 11 | LEGN LEGEND BIOTECH CORP | Healthcare | 1.9% | $7.2m | 222,000 | 31% | added |
| 12 | KC KINGSOFT CLOUD HLDGS LTD | Technology | 1.6% | $6.0m | 575,504 | – | new |
| 13 | RERE ATRENEW INC | 1.6% | $6.0m | 2,069,435 | 0% | held | |
| 14 | MBLY MOBILEYE GLOBAL INC | Consumer Cyclical | 0.7% | $2.7m | 134,600 | – | new |
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.