$470 Million is the total value of Tiger Pacific Capital LP's 13 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 18.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ZTO | Sell | ZTO EXPRESS CAYMAN INCsponsored ads a | $139,694,027 | +6.5% | 4,874,181 | -0.1% | 29.75% | -6.4% |
| QFIN | Buy | 360 DIGITECH INCamerican dep | $51,256,371 | -3.5% | 2,642,081 | +1.2% | 10.92% | -15.2% |
| TAL | Buy | TAL EDUCATION GROUPsponsored ads | $50,850,966 | +68.9% | 7,933,068 | +85.8% | 10.83% | +48.4% |
| BEKE | Sell | KE HLDGS INCsponsored ads | $42,609,561 | -13.6% | 2,261,654 | -36.0% | 9.08% | -24.1% |
| BIDU | Sell | BAIDU INCspon adr rep a | $39,520,364 | -31.9% | 261,863 | -48.4% | 8.42% | -40.2% |
| CPNG | Buy | COUPANG INCcl a | $38,478,288 | +111.7% | 2,404,893 | +94.6% | 8.20% | +86.0% |
| NOAH | Sell | NOAH HLDGS LTDspon ads cl a | $35,373,507 | -18.9% | 2,137,372 | -24.0% | 7.53% | -28.7% |
| RLX | Buy | RLX TECHNOLOGY INCsponsored ads | $22,638,546 | +48.2% | 7,806,395 | +17.6% | 4.82% | +30.2% |
| PDD | New | PDD HOLDINGS INCsponsored ads | $13,631,640 | – | 179,600 | +100.0% | 2.90% | – |
| HTHT | New | H WORLD GROUP LTDsponsored ads | $11,833,519 | – | 241,599 | +100.0% | 2.52% | – |
| Buy | NEW ORIENTAL ED & TECHNOLOGYspon adr | $9,155,049 | +432.5% | 237,116 | +380.3% | 1.95% | +367.6% | |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $8,198,208 | +34.9% | 80,233 | +16.3% | 1.75% | +18.5% |
| RERE | ATRENEW INCsponsored ads | $6,311,777 | +5.5% | 2,069,435 | 0.0% | 1.34% | -7.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-15
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.