$131 Million is the total value of Tiger Pacific Capital LP's 11 reported holdings in Q1 2017. The portfolio turnover from Q4 2016 to Q1 2017 was 50.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NOAH | NOAH HLDGS LTDspon ads cl a | $36,435,000 | +15.7% | 1,435,573 | 0.0% | 27.71% | +2.3% | |
| WUBA | New | 58 COM INCspon adr rep a | $15,908,000 | – | 449,498 | +100.0% | 12.10% | – |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $12,811,000 | -40.1% | 118,810 | -51.2% | 9.74% | -47.0% |
| VIPS | Buy | VIPSHOP HLDGS LTDsponsored adr | $12,002,000 | +37.6% | 899,696 | +13.5% | 9.13% | +21.6% |
| ATHM | Sell | AUTOHOME INCsp adr rp cl a | $11,525,000 | -50.2% | 362,755 | -60.3% | 8.77% | -55.9% |
| MLCO | Buy | MELCO CROWN ENTMT LTDadr | $11,083,000 | +34.1% | 597,800 | +15.0% | 8.43% | +18.6% |
| SINA | SINA CORPord | $9,768,000 | +18.6% | 135,441 | 0.0% | 7.43% | +4.9% | |
| MOMO | New | MOMO INCadr | $7,961,000 | – | 233,665 | +100.0% | 6.06% | – |
| New | TARENA INTL INCadr | $7,884,000 | – | 422,039 | +100.0% | 6.00% | – | |
| HTHT | Buy | CHINA LODGING GROUP LTDsponsored adr | $4,650,000 | +111.9% | 74,946 | +77.1% | 3.54% | +87.4% |
| BZUN | BAOZUN INCsponsored adr | $1,450,000 | +23.8% | 97,030 | 0.0% | 1.10% | +9.5% | |
| EDU | Exit | NEW ORIENTAL ED & TECH GRP Ispon adr | $0 | – | -65,000 | -100.0% | -2.36% | – |
| BIDU | Exit | BAIDU INCspon adr rep a | $0 | – | -54,312 | -100.0% | -7.68% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-04-28
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| NOAH HLDGS LTD | 32 | Q3 2023 | 33.3% |
| ALIBABA GROUP HLDG LTD | 23 | Q1 2023 | 23.1% |
| TAL EDUCATION GROUP | 20 | Q3 2023 | 23.3% |
| YUM CHINA HLDGS INC | 19 | Q3 2022 | 10.3% |
| BAIDU INC | 18 | Q1 2023 | 14.2% |
| GDS HLDGS LTD | 14 | Q3 2022 | 7.5% |
| VIPSHOP HOLDINGS LIMITED | 12 | Q3 2021 | 23.1% |
| SEA LTD | 12 | Q2 2022 | 16.3% |
| BILIBILI INC | 12 | Q2 2022 | 20.9% |
| MOMO INC | 12 | Q2 2021 | 12.5% |
View Tiger Pacific Capital LP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| SC 13G/A | 2023-02-07 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
| SC 13G | 2022-05-06 |
View Tiger Pacific Capital LP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.