2026 Q3 Portfolio Activity
In 2026 Q3, TMT General Partner Ltd maintained a portfolio of 3 distinct positions.
Position History
hover any row below to update
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TMT General Partner Ltd
AUM $154M
Total Positions
3
Quarter
2026 Q3
Top Holding
XPEV (64.0%)
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 Q3
| 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 | 64.03% | 70.26% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
10,285,837 | $98,332,602 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-27 | |||
|
PONY
PONY AI INC
|
Technology | 29.56% | 24.89% |
#2
Prev: #2
|
6.5 |
—
|
no change | no change |
P
S
|
6,942,135 | $45,401,563 | 2025 Q2 | 13F Filing | 2026-09-30 | 2026-10-27 | |||
|
API
AGORA INC
|
Technology | 6.40% | 4.84% |
#3
Prev: #3
|
4.6 |
—
|
no change | no change |
P
S
|
2,352,651 | $9,834,081 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-27 |
Showing 1-3 of 3 holdings