2026 Q1 Portfolio Activity
In 2026 Q1, Primavera Capital Management Ltd maintained a portfolio of 3 distinct positions.
Position History
hover any row below to update
Loading…
Total Positions
3
Quarter
2026 Q1
Top Holding
YUMC (90.6%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-3 of 3
Primavera Capital Management Ltd 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
YUMC
YUM CHINA HLDGS...
|
Consumer Cyclical | 90.61% | 87.44% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
12,035,635 | $587,098,275 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
XPEV
XPENG INC.
|
Consumer Cyclical | 8.73% | 10.20% |
#2
Prev: #2
|
6.0 |
—
|
no change | no change |
P
S
|
3,306,567 | $56,575,361 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CANG
CANGO INC.
|
Financial Services | 0.65% | 2.35% |
#3
Prev: #3
|
2.3 |
—
|
no change | no change |
P
S
|
10,308,662 | $4,236,860 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-3 of 3 holdings