2026 Q2 Portfolio Activity
In 2026 Q2, TMT General Partner Ltd maintained a portfolio of 3 distinct positions.
Position History
hover any row below to update
Loading…
TMT General Partner Ltd
AUM $194M
Total Positions
3
Quarter
2026 Q2
Top Holding
XPEV (70.3%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-3 of 3
TMT General Partner 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
XPEV
XPENG INC
|
Consumer Cyclical | 70.26% | 70.44% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
10,285,837 | $136,184,482 |
$15.99
-25.0%
|
2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | ||
|
PONY
PONY AI INC
|
Technology | 24.89% | 26.23% |
#2
Prev: #2
|
6.5 |
—
|
no change | no change |
P
S
|
6,942,135 | $48,247,838 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
API
AGORA INC
|
Technology | 4.84% | 3.33% |
#3
Prev: #3
|
3.9 |
—
|
no change | no change |
P
S
|
2,352,651 | $9,387,077 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 |
Showing 1-3 of 3 holdings