2026 Q1 Portfolio Activity
In 2026 Q1, Capital Today Evergreen Fund, L.P. maintained a portfolio of 3 distinct positions.
Position History
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Total Positions
3
Quarter
2026 Q1
Top Holding
PDD (81.8%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-3 of 3
Capital Today Evergreen Fund, L.P. Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
PDD
PDD HOLDINGS IN...
|
Consumer Cyclical | 81.80% | 85.65% |
#1
Prev: #1
|
6.5 |
—
|
-249,073 | -15.2% |
P
S
|
1,385,004 | $141,519,709 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
DDL
DINGDONG CAYMAN...
|
Consumer Defensive | 17.65% | 13.67% |
#2
Prev: #2
|
6.5 |
—
|
no change | no change |
P
S
|
11,879,332 | $30,529,883 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-01 | |||
|
BZ
KANZHUN LIMITED
|
Communication Services | 0.56% | 0.68% |
#3
Prev: #3
|
2.2 |
—
|
no change | no change |
P
S
|
71,767 | $960,960 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-05-01 |
Showing 1-3 of 3 holdings