Tiger Pacific Capital LP 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Tiger Pacific Capital LP disclosed 14 US equity positions worth $395.4m in its Q3 2025 13F filing. The largest position was TAL at 23.8% of the reported book, followed by SE and EDU. Against the Q2 2025 filing, it opened 7 new positions, added to 0 and reduced 5 among the top 14 holdings.
What did Tiger Pacific Capital LP own in Q3 2025? Top 14 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | TAL TAL EDUCATION GROUP | Consumer Defensive | 23.8% | $93.9m | 8,386,598 | -9% | reduced |
| 2 | SE SEA LTD | Consumer Cyclical | 20.7% | $82.0m | 458,764 | -5% | reduced |
| 3 | EDU NEW ORIENTAL ED & TECHNOLOGY | Consumer Defensive | 9.3% | $36.9m | 695,532 | -1% | reduced |
| 4 | NTES NETEASE INC | Communication Services | 7.3% | $29.0m | 190,754 | – | new |
| 5 | PDD PDD HOLDINGS INC | Consumer Cyclical | 6.3% | $24.8m | 187,323 | – | new |
| 6 | LU LUFAX HOLDING LTD | Financial Services | 5.6% | $22.2m | 5,472,835 | -15% | reduced |
| 7 | NOAH NOAH HLDGS LTD | 5.5% | $21.8m | 1,880,865 | 0% | held | |
| 8 | AS AMER SPORTS INC | Consumer Cyclical | 5.2% | $20.5m | 589,770 | -25% | reduced |
| 9 | JOYY JOYY INC | Communication Services | 4.5% | $17.6m | 300,694 | – | new |
| 10 | GRAB HOLDINGS LIMITED | 3.3% | $13.0m | 2,163,100 | – | new | |
| 11 | RERE ATRENEW INC | 2.4% | $9.5m | 2,069,435 | 0% | held | |
| 12 | EH EHANG HLDGS LTD | 2.3% | $8.9m | 481,841 | – | new | |
| 13 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 2.2% | $8.8m | 31,650 | – | new |
| 14 | MNSO MINISO GROUP HLDG LTD | Consumer Cyclical | 1.6% | $6.3m | 280,000 | – | 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.