1y return−24.7%S&P 500 +20.9%
3y return−30.6%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $40 against $157 in the S&P 500.2
Capital Today Evergreen Fund, L.P.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| PDDPdd Holdings Inc | $105.6M | 81.6% | |
| DDLDingdong Cayman Ltd | $22.9M | 17.7% | |
| BZKanzhun Limited | $924K | 0.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| PDDPdd Holdings Inc | September 30, 2023 | −22.2% | $105.6M |
| BZKanzhun Limited | March 31, 2024 | −26.6% | $924K |
| DDLDingdong Cayman Ltd | March 31, 2022 | −45.6% | $22.9M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | −25.1% | +14.8% |
| March 31, 2026 | −8.3% | −4.6% |
| December 31, 2025 | −11.8% | +2.4% |
| September 30, 2025 | +24.3% | +7.8% |
| June 30, 2025 | −12.9% | +10.5% |
| March 31, 2025 | +16.6% | −4.6% |
| December 31, 2024 | −24.6% | +2.1% |
| September 30, 2024 | +9.7% | +5.4% |
| June 30, 2024 | +18.1% | +4.0% |
| March 31, 2024 | −20.5% | +10.0% |
| December 31, 2023 | +37.4% | +11.2% |
| September 30, 2023 | −14.9% | −3.6% |
| June 30, 2023 | −19.9% | +8.3% |
| March 31, 2023 | +0.8% | +7.0% |
| December 31, 2022 | +8.9% | +7.1% |
| September 30, 2022 | −37.7% | −5.3% |
| June 30, 2022 | +42.1% | −16.5% |
| March 31, 2022 | −26.7% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Capital Today Evergreen Fund, L.P. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1625502&type=13F-HR&dateb=&owner=include&count=40CIK 1625502
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1625502/000119312526340257/Filed August 7, 2026 · accession 0001193125-26-340257