Tiger Pacific Capital LP 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Tiger Pacific Capital LP disclosed 10 US equity positions worth $373.8m in its Q4 2025 13F filing. The largest position was SE at 28.3% of the reported book, followed by TAL and MAKEMYTRIP LIMITED MAURITIUS. Against the Q3 2025 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 Q4 2025? Top 10 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | SE SEA LTD | Consumer Cyclical | 28.3% | $105.7m | 828,410 | 81% | added |
| 2 | TAL TAL EDUCATION GROUP | Consumer Defensive | 23.3% | $87.0m | 7,977,772 | -5% | reduced |
| 3 | MAKEMYTRIP LIMITED MAURITIUS | 10.9% | $40.9m | 497,923 | – | new | |
| 4 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 7.5% | $28.0m | 92,200 | 191% | added |
| 5 | EDU NEW ORIENTAL ED & TECHNOLOGY | Consumer Defensive | 6.3% | $23.6m | 428,532 | -38% | reduced |
| 6 | GDS GDS HLDGS LTD | Technology | 5.6% | $20.9m | 599,097 | – | new |
| 7 | JOYY JOYY INC | Communication Services | 5.1% | $19.0m | 294,141 | -2% | reduced |
| 8 | NOAH NOAH HLDGS LTD | 5.1% | $18.9m | 1,880,865 | 0% | held | |
| 9 | CPNG COUPANG INC | Consumer Cyclical | 5.0% | $18.8m | 797,169 | – | new |
| 10 | RERE ATRENEW INC | 2.9% | $11.0m | 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.