2026 Q2 Portfolio Activity
In 2026 Q2, Primavera Capital Management Ltd maintained a portfolio of 5 distinct positions. The most significant new addition was DSC HOLDINGS LTD, now representing 3.68% of the total fund value.
Position History
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Total Positions
5
Quarter
2026 Q2
Top Holding
YUMC (87.0%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-5 of 5
Primavera Capital Management Ltd Full Holdings List — 2026 Q2
| 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 | 87.05% | 90.61% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
12,035,635 | $491,896,402 | 2016 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
XPEV
XPENG INC.
|
Consumer Cyclical | 7.75% | 8.73% |
#2
Prev: #2
|
5.6 |
—
|
no change | no change |
P
S
|
3,306,567 | $43,778,947 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
N/A
DSC HOLDINGS LT...
|
|
Unknown | 3.68% | — |
#3
Prev: #—
|
6.0 |
—
|
3,770,332 | — |
NEW
|
3,770,332 | $20,812,232 | — | 13F Filing | 2026-06-30 | 2026-08-13 | ||
|
STG
SUNLANDS TECHNO...
|
Consumer Defensive | 1.15% | — |
#4
Prev: #—
|
4.5 |
—
|
1,652,778 | — |
NEW
|
1,652,778 | $6,478,890 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
CANG
CANGO INC.
|
Financial Services | 0.37% | 0.65% |
#5
2
Prev: #3
|
1.6 |
—
|
no change | no change |
P
S
|
10,308,662 | $2,108,121 | 2018 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 |
Showing 1-5 of 5 holdings