Tiger Pacific Capital LP

High-turnover traderConcentrated strategySector-focused

Total reported value

$409.5M

Reporting period: 2026-03-31 · Number of holdings: 10

Tiger Pacific Capital LP disclosed 10 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $409.5M and a quarterly turnover rate of 128.3%.

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Personality snowflake

Concentration: 100
Portfolio Stability: 100
Momentum/Contrarian: 0
Sector conviction: 100
Diversification: 20
Sizing Uniformity: 85.37

Recent moves

Trim MMYT
-66.7%　-$34.7M
Add CPNG
+139.0%　$17.2M
Trim TAL
0.0%　$3.7M
Trim RERE
0.0%　-$1.3M
Trim NOAH
0.0%　-$263.3K
New buy SPY

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	47.64%	+47.64%	NEW
2	TAL	Tal Education Group- Adr	Stock-Consumer Staples	22.15%	-1.13%	—
3	CPNG	Coupang INC	Stock-Consumer Disc	8.78%	+3.75%	+139.03%
4	PDD	Pdd Holdings INC	Stock-Consumer Disc	6.77%	+6.77%	NEW
5	NOAH	Noah Holdings Ltd-spon Ads	Stock-Other	4.55%	-0.50%	—
6	QFIN	Qfin Holdings Inc-adr	Stock-Other	3.01%	+3.01%	NEW
7	RERE	Atrenew INC	Stock-Other	2.37%	-0.56%	—
8	MOMO	Hello Group INC -spn Adr	Stock-Other	1.64%	+1.64%	NEW
9	VNET	Vnet Group Inc-adr	Stock-Other	1.57%	+1.57%	NEW
10	MMYT	MakeMyTrip Limited	Stock-Other	1.51%	-9.43%	-66.65%

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	10	$409.5M	100	1SPY 2TAL 3CPNG Top holdings2026-03-31 1.SPY 2.TAL 3.CPNG 4.PDD 5.NOAH 6.QFIN 7.RERE 8.MOMO 9.VNET 10.MMYT
2025-12-31	10	$373.8M	71	1SE 2TAL 3MMYT Top holdings2025-12-31 1.SE 2.TAL 3.MMYT 4.TSM 5.EDU 6.GDS 7.JOYY 8.NOAH 9.CPNG 10.RERE
2025-09-30	14	$395.4M	78	1TAL 2SE 3EDU Top holdings2025-09-30 1.TAL 2.SE 3.EDU 4.NTES 5.PDD 6.LU 7.NOAH 8.AS 9.JOYY 10.GRAB
2025-06-30	8	$301.3M	0	1TAL 2SE 3EDU Top holdings2025-06-30 1.TAL 2.SE 3.EDU 4.AS 5.NOAH 6.LU 7.QFIN 8.RERE
2025-03-31	10	$277.6M	100	1TAL 2QFIN 3SE Top holdings2025-03-31 1.TAL 2.QFIN 3.SE 4.JOYY 5.LU 6.NOAH 7.AS 8.MOMO 9.RERE 10.MBLY
2024-12-31	14	$374.0M	0	1TAL 2TSM 3QFIN Top holdings2024-12-31 1.TAL 2.TSM 3.QFIN 4.JOYY 5.NOAH 6.BEKE 7.PDD 8.LU 9.FUTU 10.HMC
2024-09-30	16	$524.5M	0	1TAL 2ZTO 3TSM Top holdings2024-09-30 1.TAL 2.ZTO 3.TSM 4.PDD 5.KWEB 6.QFIN 7.NOAH 8.JOYY 9.EDU 10.CPNG
2024-06-30	13	$373.9M	0	1TAL 2TSM 3ZTO Top holdings2024-06-30 1.TAL 2.TSM 3.ZTO 4.QFIN 5.FXI 6.GOTU 7.NOAH 8.CPNG 9.XPEV 10.EDU
2024-03-31	13	$430.6M	0	1ZTO 2TAL 3TSM Top holdings2024-03-31 1.ZTO 2.TAL 3.TSM 4.QFIN 5.GOTU 6.NOAH 7.EDU 8.AS 9.CPNG 10.RLX
2023-12-31	15	$469.6M	0	1TAL 2ZTO 3TSM Top holdings2023-12-31 1.TAL 2.ZTO 3.TSM 4.QFIN 5.BZ 6.NOAH 7.RLX 8.PDD 9.LI 10.GOTU
2023-09-30	10	$383.9M	0	1ZTO 2TAL 3TSM Top holdings2023-09-30 1.ZTO 2.TAL 3.TSM 4.QFIN 5.BZ 6.NOAH 7.PDD 8.RLX 9.CPNG 10.RERE
2023-06-30	11	$366.5M	0	1ZTO 2TAL 3QFIN Top holdings2023-06-30 1.ZTO 2.TAL 3.QFIN 4.BZ 5.PDD 6.NOAH 7.RLX 8.JD 9.CPNG 10.RERE
2023-03-31	13	$469.6M	0	1ZTO 2QFIN 3TAL Top holdings2023-03-31 1.ZTO 2.QFIN 3.TAL 4.BEKE 5.BIDU 6.CPNG 7.NOAH 8.RLX 9.PDD 10.HTHT
2022-12-31	11	$412.6M	0	1ZTO 2BIDU 3QFIN Top holdings2022-12-31 1.ZTO 2.BIDU 3.QFIN 4.BEKE 5.NOAH 6.TAL 7.CPNG 8.RLX 9.BABA 10.RERE
2022-09-30	12	$456.0M	0	1ZTO 2TCOM 3BEKE Top holdings2022-09-30 1.ZTO 2.TCOM 3.BEKE 4.TAL 5.YUMC 6.NOAH 7.QFIN 8.BABA 9.EDU 10.16955F
2022-06-30	15	$779.7M	0	1QQQ 2ZTO 3TCOM Top holdings2022-06-30 1.QQQ 2.ZTO 3.TCOM 4.BEKE 5.NOAH 6.YUMC 7.TAL 8.QFIN 9.SE 10.GDS
2022-03-31	14	$574.9M	0	1ZTO 2BIDU 3NOAH Top holdings2022-03-31 1.ZTO 2.BIDU 3.NOAH 4.TCOM 5.BEKE 6.GDS 7.TAL 8.QFIN 9.SE 10.YUMC
2021-12-31	15	$710.2M	0	1ZTO 2BIDU 3NOAH Top holdings2021-12-31 1.ZTO 2.BIDU 3.NOAH 4.TCOM 5.SE 6.BZ 7.BEKE 8.YUMC 9.QFIN 10.BABA
2021-09-30	13	$551.5M	0	1NOAH 2ZTO 3SE Top holdings2021-09-30 1.NOAH 2.ZTO 3.SE 4.TCOM 5.BZ 6.VIPS 7.BIDU 8.YUMC 9.MOMO 10.RERE
2021-06-30	17	$604.9M	96	1NOAH 2PDD 3VIPS Top holdings2021-06-30 1.NOAH 2.PDD 3.VIPS 4.GDS 5.IQ 6.SE 7.YUMC 8.TCOM 9.MOMOUSD 10.RERE
2021-03-31	15	$553.0M	53	1NOAH 2PDD 3SE Top holdings2021-03-31 1.NOAH 2.PDD 3.SE 4.TCOM 5.TAL 6.YUMC 7.VNET 8.VIPS 9.MOMOUSD 10.BABA
2020-12-31	14	$541.4M	52	1NOAH 2VIPS 3BABA Top holdings2020-12-31 1.NOAH 2.VIPS 3.BABA 4.TME 5.YUMC 6.VNET 7.SE 8.PDD 9.MOMOUSD 10.GDS
2020-09-30	14	$394.8M	55	1NOAH 2TME 3SE Top holdings2020-09-30 1.NOAH 2.TME 3.SE 4.YUMC 5.TAL 6.GDS 7.MOMOUSD 8.BABA 9.PDD 10.BILI
2020-06-30	14	$393.3M	41	1TME 2NOAH 3TAL Top holdings2020-06-30 1.TME 2.NOAH 3.TAL 4.YUMC 5.PDD 6.JD 7.GDS 8.SE 9.GOOS 10.BILI
2020-03-31	11	$318.5M	77	1TME 2NOAH 3GOOS Top holdings2020-03-31 1.TME 2.NOAH 3.GOOS 4.SE 5.TAL 6.YUMC 7.JD 8.BABA 9.GDS 10.BILI
2019-12-31	13	$345.8M	72	1NOAH 2SE 3BILI Top holdings2019-12-31 1.NOAH 2.SE 3.BILI 4.BABA 5.JD 6.YUMC 7.TAL 8.GDS 9.JOYY 10.IQ
2019-09-30	15	$315.1M	33	1NOAH 2BABA 3BILI Top holdings2019-09-30 1.NOAH 2.BABA 3.BILI 4.YUMC 5.IQ 6.BIDU 7.EDU 8.SE 9.YYEUR 10.BSTIN
2019-06-30	12	$315.9M	63	1NOAH 2BABA 3BILI Top holdings2019-06-30 1.NOAH 2.BABA 3.BILI 4.EDU 5.YUMC 6.BIDU 7.IQ 8.BSTIN 9.GDS 10.YYEUR
2019-03-31	13	$295.2M	46	1NOAH 2BABA 3BSTIN Top holdings2019-03-31 1.NOAH 2.BABA 3.BSTIN 4.TAL 5.BILI 6.PDD 7.NTES 8.BIDU 9.GDS 10.YUMC
2018-12-31	11	$210.8M	80	1NOAH 2BABA 3BILI Top holdings2018-12-31 1.NOAH 2.BABA 3.BILI 4.TAL 5.BSTIN 6.EDU 7.WYNN 8.GDS 9.PDD 10.35101A
2018-09-30	9	$194.2M	76	1NOAH 2BILI 3BSTIN Top holdings2018-09-30 1.NOAH 2.BILI 3.BSTIN 4.MOMOUSD 5.YUMC 6.PDD 7.BABA 8.G81477 9.35101A
2018-06-30	14	$259.2M	46	1NOAH 2BSTIN 3YUMC Top holdings2018-06-30 1.NOAH 2.BSTIN 3.YUMC 4.BABA 5.MOMOUSD 6.TAL 7.BZUN 8.G81477 9.JD 10.IQ
2018-03-31	17	$255.2M	100	1NOAH2G814773BSTIN Top holdings2018-03-31 1.NOAH 2.G81477 3.BSTIN 4.TAL 5.YUMC 6.JD 7.BABA 8.HTHT 9.BZUN 10.BILI
2017-12-31	16	$186.6M	0	1NOAH2G814773JD Top holdings2017-12-31 1.NOAH 2.G81477 3.JD 4.TAL 5.BABA 6.2663134D 7.HTHT 8.35101A 9.BZUN 10.YRD
2017-09-30	13	$140.7M	80	1NOAH 2BABA3G81477 Top holdings2017-09-30 1.NOAH 2.BABA 3.G81477 4.JD 5.BIDU 6.HTHT 7.G45667 8.MLCO 9.2663134D 10.BZUN
2017-06-30	12	$135.2M	29	1NOAH 2BABA 3WUBAUSD Top holdings2017-06-30 1.NOAH 2.BABA 3.WUBAUSD 4.MLCO 5.VIPS 6.ATHM 7.876108 8.G45667 9.HTHT 10.MOMOUSD
2017-03-31	11	$131.5M	64	1NOAH 2WUBAUSD 3BABA Top holdings2017-03-31 1.NOAH 2.WUBAUSD 3.BABA 4.VIPS 5.ATHM 6.MLCO 7.G81477 8.MOMOUSD 9.876108 10.HTHT
2016-12-31	10	$116.2M	54	1NOAH 2ATHM 3BABA Top holdings2016-12-31 1.NOAH 2.ATHM 3.BABA 4.BIDU 5.VIPS 6.MLCO 7.G81477 8.EDU 9.HTHT 10.BZUN
2016-09-30	7	$120.4M	44	1NOAH 2ATHM 3BABA Top holdings2016-09-30 1.NOAH 2.ATHM 3.BABA 4.VIPS 5.YYEUR 6.WB 7.HTHT
2016-06-30	5	$110.2M	32	1NOAH 2ATHM 3VIPS Top holdings2016-06-30 1.NOAH 2.ATHM 3.VIPS 4.BABA 5.BIDU
2016-03-31	5	$110.9M	36	1ATHM 2NOAH 3VIPS Top holdings2016-03-31 1.ATHM 2.NOAH 3.VIPS 4.BIDU 5.JD
2015-12-31	6	$109.7M	0	1ATHM 2VIPS 3NOAH Top holdings2015-12-31 1.ATHM 2.VIPS 3.NOAH 4.JD 5.CTRPUSD 6.YRD

Holding changes this quarter

Tiger Pacific Capital LP's most significant position changes for 2026-03-31: New buy: Ss Spdr S&p 500 ETF Trust-us (SPY); Sold out: Sea Ltd-adr (SE); Sold out: Taiwan Semiconductor-sp Adr (TSM); New buy: Pdd Holdings INC (PDD); Sold out: New Oriental Educatio-sp Adr (EDU).

Position changes disclosed by Tiger Pacific Capital LP for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	CPNG	Coupang INC	+3.8%	+139.03%	Add
2	NOAH	Noah Holdings Ltd-spon Ads	-0.5%	—	Unchanged
3	RERE	Atrenew INC	-0.6%	—	Unchanged
4	TAL	Tal Education Group- Adr	-1.1%	—	Unchanged
5	MMYT	MakeMyTrip Limited	-9.4%	-66.65%	Trim
6	SPY	Ss Spdr S&p 500 ETF Trust-us	—	NEW	New buy
7	SE	Sea Ltd-adr	—	EXIT	Sold out
8	TSM	Taiwan Semiconductor-sp Adr	—	EXIT	Sold out
9	PDD	Pdd Holdings INC	—	NEW	New buy
10	EDU	New Oriental Educatio-sp Adr	—	EXIT	Sold out
11	GDS	Gds Holdings LTD - Adr	—	EXIT	Sold out
12	JOYY	Joyy Inc-adr	—	EXIT	Sold out
13	QFIN	Qfin Holdings Inc-adr	—	NEW	New buy
14	MOMO	Hello Group INC -spn Adr	—	NEW	New buy
15	VNET	Vnet Group Inc-adr	—	NEW	New buy

FAQ

What is Tiger Pacific Capital LP and what type of investor is it?

Tiger Pacific Capital LP is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $409.5M, spread across 10 disclosed positions.

What are Tiger Pacific Capital LP's largest equity positions?

Based on the latest 13F filing, Tiger Pacific Capital LP's top holdings by market value are: 1. Ss Spdr S&p 500 ETF Trust-us (SPY) — $195.1M (47.6%) 2. Tal Education Group- Adr (TAL) — $90.7M (22.1%) 3. Coupang INC (CPNG) — $36.0M (8.8%) 4. Pdd Holdings INC (PDD) — $27.7M (6.8%) 5. Noah Holdings Ltd-spon Ads (NOAH) — $18.6M (4.5%)

What changes did Tiger Pacific Capital LP make in its most recent portfolio filing?

In the latest reported quarter, Tiger Pacific Capital LP made 12 notable position adjustments: 5 new positions were initiated, 1 existing holdings were added to, 1 positions were partially reduced, and 5 were completely exited. The largest of these moves: New buy: Ss Spdr S&p 500 ETF Trust-us (SPY); Sold out: Sea Ltd-adr (SE); Sold out: Taiwan Semiconductor-sp Adr (TSM); New buy: Pdd Holdings INC (PDD); Sold out: New Oriental Educatio-sp Adr (EDU)

What sectors does Tiger Pacific Capital LP focus on?

Tiger Pacific Capital LP is concentrated in the following sectors based on its current disclosed equity portfolio: • Consumer Staples: 58.7% • Consumer Discretionary: 41.3%