Skip to content
Disclosery

Tiger Pacific Capital LP

Follow

13F filer, CIK 1664492, NEW YORK, NY

Tiger Pacific Capital LP reported $373,822,132 across 10 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-17.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001664492-26-000004

Period
2025-12-31
Reported value
$374M
Holdings
10
Top 10 weight
100%
New
3
Sold out
7

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SEadded+369,646$47.2M
MMYTnew+497,923$40.9M
GDSnew+599,097$20.9M
CPNGnew+797,169$18.8M
TSMadded+60,550$18.4M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
NTESexited-190,754-$29M
PDDexited-187,323-$24.8M
LUexited-5,472,835-$22.2M
ASexited-589,770-$20.5M
EDUreduced-267,000-$14.7M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0001664492-26-000004, largest first. % of portfolio is the value over $373,822,132, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 280,654 shares; 2025Q2: 482,805 shares; 2025Q3: 458,764 shares; 2025Q4: 828,410 shares 828,410$106M28.27%+369,646Timeline
TALTAL ED GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,371,927 shares; 2024Q4: 13,769,756 shares; 2025Q1: 8,691,479 shares; 2025Q2: 9,233,398 shares; 2025Q3: 8,386,598 shares; 2025Q4: 7,977,772 shares 7,977,772$87M23.28%-408,826Timeline
MMYTMAKEMYTRIP LIMITED MAURITIUSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 497,923 shares 497,923$40.9M10.94%newTimeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 397,778 shares; 2024Q4: 354,698 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,650 shares; 2025Q4: 92,200 shares 92,200$28M7.5%+60,550Timeline
EDUNEW ORIENTAL ED & TECHNOLOGYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,733 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 705,393 shares; 2025Q3: 695,532 shares; 2025Q4: 428,532 shares 428,532$23.6M6.31%-267,000Timeline
GDSGDS HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 599,097 shares 599,097$20.9M5.59%newTimeline
JOYYJOYY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 552,847 shares; 2024Q4: 680,676 shares; 2025Q1: 552,114 shares; 2025Q2: not reported; 2025Q3: 300,694 shares; 2025Q4: 294,141 shares 294,141$19M5.1%-6,553Timeline
NOAHNOAH HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,880,865 shares; 2024Q4: 1,880,865 shares; 2025Q1: 1,880,865 shares; 2025Q2: 1,880,865 shares; 2025Q3: 1,880,865 shares; 2025Q4: 1,880,865 shares 1,880,865$18.9M5.05%0Timeline
CPNGCOUPANG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 489,662 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 797,169 shares 797,169$18.8M5.03%newTimeline
REREATRENEW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,069,435 shares; 2024Q4: 2,069,435 shares; 2025Q1: 2,069,435 shares; 2025Q2: 2,069,435 shares; 2025Q3: 2,069,435 shares; 2025Q4: 2,069,435 shares 2,069,435$11M2.93%0Timeline

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
NTESNETEASE COM INC190,754$29Mshares
PDDPDD HOLDINGS INC187,323$24.8Mshares
LULUFAX HOLDING LTD5,472,835$22.2Mshares
ASAMER SPORTS INC589,770$20.5Mshares
GRABGRAB HOLDINGS LIMITED2,163,100$13Mshares
EHEHANG HLDGS LTD481,841$8.95Mshares
MNSOMINISO GROUP HLDG LTD280,000$6.3Mshares

How Q4 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001664492-26-000004 base2026-02-17acceptance time not in the bulk data set