2026 Q2 Portfolio Activity
In 2026 Q2, Tiger Pacific Capital LP maintained a portfolio of 12 distinct positions. The most significant new addition was QFIN HOLDINGS INC, now representing 1.34% of the total fund value. They heavily accumulated shares in COUPANG INC, increasing the position by 75.5%. Conversely, Tiger Pacific Capital LP completely exited their position in STATE STR SPDR S&P 500 ETF T.
Position History
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Total Positions
12
Quarter
2026 Q2
Top Holding
TAL (35.0%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-12 of 12
Tiger Pacific Capital LP 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
TAL
TAL ED GROUP
|
Consumer Defensive | 34.98% | 22.15% |
#1
1
Prev: #2
|
7.0 |
—
|
no change | no change |
P
S
|
7,977,772 | $76,347,278 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CPNG
COUPANG INC
|
Consumer Cyclical | 26.61% | 8.78% |
#2
1
Prev: #3
|
8.5 |
—
|
1,438,314 | 75.5% |
P
S
|
3,343,754 | $58,081,007 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VNET
VNET GROUP INC
|
Technology | 10.72% | 1.57% |
#3
6
Prev: #9
|
8.0 |
—
|
2,143,661 | 279.8% |
P
S
|
2,909,886 | $23,395,483 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NOAH
NOAH HLDGS LTD
|
Financial Services | 8.61% | 4.55% |
#4
1
Prev: #5
|
4.9 |
—
|
no change | no change |
P
S
|
1,880,865 | $18,789,841 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
QFIN
QFIN HOLDINGS I...
|
Financial Services | 6.92% | 3.01% |
#5
1
Prev: #6
|
4.3 |
—
|
no change | no change |
P
S
|
954,921 | $15,097,301 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MMYT
MAKEMYTRIP LIMI...
|
Consumer Cyclical | 4.05% | 1.51% |
#6
4
Prev: #10
|
2.6 |
—
|
no change | no change |
P
S
|
166,051 | $8,848,858 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
RERE
ATRENEW INC
|
Consumer Cyclical | 3.67% | 2.37% |
#7
Prev: #7
|
2.5 |
—
|
no change | no change |
P
S
|
2,069,435 | $8,008,713 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MOMO
HELLO GROUP INC
|
Communication Services | 3.01% | 1.64% |
#8
Prev: #8
|
1.7 |
—
|
-38,200 | -3.3% |
P
S
|
1,131,194 | $6,560,925 | 2017 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
N/A
QFIN HOLDINGS I...
|
|
Bond/Debt | 1.34% | — |
#9
Prev: #—
|
4.0 |
—
|
3,300,000 | — |
NEW
|
3,300,000 | $2,930,268 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
N/A
CEREBRAS SYSTEM...
|
|
Unknown | 0.10% | — |
#10
Prev: #—
|
3.5 |
—
|
1,000 | — |
NEW
|
1,000 | $221,000 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
PDD
PDD HOLDINGS IN...
|
Consumer Cyclical | 0.00% | 6.77% |
Sold All 😨
(Was: #4) |
0.0 |
—
|
-271,524 | -100.0% |
CLOSED
|
— | $— | 2018 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SPY
PUT
STATE STR SPDR ...
|
PUT Option | 0.00% | 47.64% |
Sold All 😨
(Was: #1) |
0.0 |
—
|
-300,000 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-12 of 12 holdings