Tiger Pacific Capital LP
CIK: 0001664492SEC EDGAR →
Portfolio Value
$373.8M
Holdings
10
As of
Q4 2025
New Positions
7
Closed Positions
1
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SEA LTD | 828,410 | $105.7M | 28.27% |
| 2 | TAL EDUCATION GROUP | 7,977,772 | $87.0M | 23.28% |
| 3 | MAKEMYTRIP LIMITED MAURITIUS | 497,923 | $40.9M | 10.94% |
| 4 | TAIWAN SEMICONDUCTOR MFG LTD | 92,200 | $28.0M | 7.50% |
| 5 | NEW ORIENTAL ED & TECHNOLOGY | 428,532 | $23.6M | 6.31% |
| 6 | GDS HLDGS LTD | 599,097 | $20.9M | 5.59% |
| 7 | JOYY INC | 294,141 | $19.0M | 5.10% |
| 8 | NOAH HLDGS LTD | 1,880,865 | $18.9M | 5.05% |
| 9 | COUPANG INC | 797,169 | $18.8M | 5.03% |
| 10 | ATRENEW INC | 2,069,435 | $11.0M | 2.93% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Consumer Cyclical | 4 | $176.3M | 47.2% |
| Consumer Defensive | 1 | $87.0M | 23.3% |
| Technology | 2 | $48.9M | 13.1% |
| Unknown | 1 | $23.6M | 6.3% |
| Communication Services | 1 | $19.0M | 5.1% |
| Financial Services | 1 | $18.9M | 5.1% |