Tiger Pacific Capital LP 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Tiger Pacific Capital LP disclosed 8 US equity positions worth $301.3m in its Q2 2025 13F filing. The largest position was TAL at 31.3% of the reported book, followed by SE and EDU. Against the Q1 2025 filing, it opened 1 new position, added to 3 and reduced 2 among the top 8 holdings.
What did Tiger Pacific Capital LP own in Q2 2025? Top 8 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | TAL TAL EDUCATION GROUP | Consumer Defensive | 31.3% | $94.4m | 9,233,398 | 6% | added |
| 2 | SE SEA LTD | Consumer Cyclical | 25.6% | $77.2m | 482,805 | 72% | added |
| 3 | EDU NEW ORIENTAL ED & TECHNOLOGY | Consumer Defensive | 12.6% | $38.1m | 705,393 | – | new |
| 4 | AS AMER SPORTS INC | Consumer Cyclical | 10.1% | $30.5m | 787,495 | 153% | added |
| 5 | NOAH NOAH HLDGS LTD | 7.5% | $22.5m | 1,880,865 | 0% | held | |
| 6 | LU LUFAX HOLDING LTD | Financial Services | 6.0% | $18.1m | 6,476,524 | -4% | reduced |
| 7 | QFIN QIFU TECHNOLOGY INC | Financial Services | 4.6% | $13.7m | 316,359 | -66% | reduced |
| 8 | RERE ATRENEW INC | 2.3% | $6.8m | 2,069,435 | 0% | held |
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.