Tiger Pacific Capital LP 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Tiger Pacific Capital LP disclosed 10 US equity positions worth $277.6m in its Q1 2025 13F filing. The largest position was TAL at 41.4% of the reported book, followed by QFIN and SE. Against the Q4 2024 filing, it opened 3 new positions, added to 2 and reduced 3 among the top 10 holdings.
What did Tiger Pacific Capital LP own in Q1 2025? Top 10 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | TAL TAL EDUCATION GROUP | Consumer Defensive | 41.4% | $114.8m | 8,691,479 | -37% | reduced |
| 2 | QFIN QIFU TECHNOLOGY INC | Financial Services | 15.3% | $42.4m | 943,227 | -11% | reduced |
| 3 | SE SEA LTD | Consumer Cyclical | 13.2% | $36.6m | 280,654 | – | new |
| 4 | JOYY JOYY INC | Communication Services | 8.3% | $23.2m | 552,114 | -19% | reduced |
| 5 | LU LUFAX HOLDING LTD | Financial Services | 7.2% | $20.1m | 6,757,978 | 72% | added |
| 6 | NOAH NOAH HLDGS LTD | 6.4% | $17.8m | 1,880,865 | 0% | held | |
| 7 | AS AMER SPORTS INC | Consumer Cyclical | 3.0% | $8.3m | 311,110 | – | new |
| 8 | MOMO HELLO GROUP INC | Communication Services | 2.3% | $6.3m | 993,408 | – | new |
| 9 | RERE ATRENEW INC | 2.2% | $6.1m | 2,069,435 | 0% | held | |
| 10 | MBLY MOBILEYE GLOBAL INC | Consumer Cyclical | 0.8% | $2.1m | 147,821 | 10% | added |
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.