Institutional Manager · CIK 0001664492
Tiger Pacific Capital LP
NEW YORK, NY · File #028-17179
Latest AUM
$373.8M
Positions
10
Top-10 Concentration
100.0%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| ADD | SEA LTD | SE | +369,646 | +$47.2M | -$23.5M |
| NEW | MAKEMYTRIP LIMITED MAURITIUS | MMYT | +497,923 | +$40.9M | $0 |
| EXITED | NETEASE INC | 64110W102 | -190,754 | -$29.0M | $0 |
| EXITED | PDD HOLDINGS INC | 722304102 | -187,323 | -$24.8M | $0 |
| EXITED | LUFAX HOLDING LTD | 54975P201 | -5,472,835 | -$22.2M | $0 |
| NEW | GDS HLDGS LTD | GDHLF | +599,097 | +$20.9M | $0 |
| EXITED | AMER SPORTS INC | G0260P102 | -589,770 | -$20.5M | $0 |
| NEW | COUPANG INC | CPNG | +797,169 | +$18.8M | $0 |
| ADD | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | +60,550 | +$18.4M | +$778,589 |
| REDUCE | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | -267,000 | -$14.7M | +$1.4M |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 202510 pos · $373.8M
- 13F HOLDINGS REPORTQ/E Sep 202514 pos · $395.4M
- 13F HOLDINGS REPORTQ/E Jun 20258 pos · $301.3M
- 13F HOLDINGS REPORTQ/E Mar 202510 pos · $277.6M
- 13F HOLDINGS REPORTQ/E Dec 202414 pos · $374.0M
- 13F HOLDINGS REPORTQ/E Sep 202416 pos · $524.5M
- 13F HOLDINGS REPORTQ/E Jun 202413 pos · $373.9M
- 13F HOLDINGS REPORTQ/E Mar 202413 pos · $430.6M
- 13F HOLDINGS REPORTQ/E Dec 202310 pos · $383.9M
Top 10 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | SEA LTD | SE | 828,410 | $105.7M | 28.27% |
| 2 | TAL EDUCATION GROUP | TAL | 7,977,772 | $87.0M | 23.28% |
| 3 | MAKEMYTRIP LIMITED MAURITIUS | MMYT | 497,923 | $40.9M | 10.94% |
| 4 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 92,200 | $28.0M | 7.50% |
| 5 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 428,532 | $23.6M | 6.31% |
| 6 | GDS HLDGS LTD | GDHLF | 599,097 | $20.9M | 5.59% |
| 7 | JOYY INC | JOYY | 294,141 | $19.0M | 5.10% |
| 8 | NOAH HLDGS LTD | NOAH | 1,880,865 | $18.9M | 5.05% |
| 9 | COUPANG INC | CPNG | 797,169 | $18.8M | 5.03% |
| 10 | ATRENEW INC | RERE | 2,069,435 | $11.0M | 2.93% |