Tiger Pacific Capital LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Tiger Pacific Capital LP disclosed 10 US equity positions worth $218.3m in its Q2 2026 13F filing. The largest position was TAL at 35.0% of the reported book, followed by CPNG and VNET. Against the Q1 2026 filing, it opened 2 new positions, added to 2 and reduced 1 among the top 10 holdings.
What did Tiger Pacific Capital LP own in Q2 2026? Top 10 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | TAL TAL ED GROUP | Consumer Defensive | 35.0% | $76.3m | 7,977,772 | 0% | held |
| 2 | CPNG COUPANG INC | Consumer Cyclical | 26.6% | $58.1m | 3,343,754 | 75% | added |
| 3 | VNET VNET GROUP INC | Technology | 10.7% | $23.4m | 2,909,886 | 280% | added |
| 4 | NOAH NOAH HLDGS LTD | 8.6% | $18.8m | 1,880,865 | 0% | held | |
| 5 | QFIN QFIN HOLDINGS INC | Financial Services | 6.9% | $15.1m | 954,921 | 0% | held |
| 6 | MAKEMYTRIP LIMITED MAURITIUS | 4.1% | $8.8m | 166,051 | 0% | held | |
| 7 | RERE ATRENEW INC | Consumer Cyclical | 3.7% | $8.0m | 2,069,435 | 0% | held |
| 8 | MOMO HELLO GROUP INC | Communication Services | 3.0% | $6.6m | 1,131,194 | -3% | reduced |
| 9 | QFIN HOLDINGS INC | 1.3% | $2.9m | 3,300,000 | – | new | |
| 10 | CBRS CEREBRAS SYSTEMS INC | Technology | 0.1% | $221.0k | 1,000 | – | 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.