Institutional Manager · CIK 0001847582
TMT General Partner Ltd
HONG KONG, K3 · File #028-24560
Latest AUM
$246.0M
Positions
3
Top-10 Concentration
100.0%
Filings
5
Portfolio Value Over Time
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 |
|---|---|---|---|---|---|
| REDUCE | XPENG INC | XPNGF | -15,132,883 | -$306.9M | +$217.8M |
| REDUCE | AGORA INC | API | -7,057,953 | -$28.7M | +$29.3M |
| REDUCE | PONY AI INC | PYAIF | -1,236,334 | -$17.9M | -$25.2M |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 20253 pos · $246.0M
- 13F HOLDINGS REPORTQ/E Sep 20253 pos · $377.6M
- 13F HOLDINGS REPORTQ/E Jun 20253 pos · $309.1M
- 13F HOLDINGS REPORTQ/E Mar 20252 pos · $350.0M
- 13F HOLDINGS REPORTQ/E Dec 20242 pos · $218.5M
Top 3 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | XPENG INC | XPNGF | 10,285,837 | $208.6M | 84.80% |
| 2 | PONY AI INC | PYAIF | 1,917,414 | $27.8M | 11.30% |
| 3 | AGORA INC | API | 2,352,651 | $9.6M | 3.89% |