1y return−26.8%S&P 500 +20.9%
3y return+5.5%S&P 500 +68.5%
5y return−41.3%S&P 500 +74.5%
10y return+89.6%S&P 500 +256.5%
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 June 30, 2016: $190 against $357 in the S&P 500.2
Tiger Pacific Capital LPS&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 |
|---|---|---|---|
| TALTal Ed Group | $76.3M | 35.5% | |
| CPNGCoupang Inc | $58.1M | 27.0% | +75.5% |
| VNETVnet Group Inc | $23.4M | 10.9% | +279.8% |
| NOAHNoah Hldgs Ltd | $18.8M | 8.7% | |
| QFINQfin Holdings Inc | $15.1M | 7.0% | |
| Makemytrip Limited MauritiusCUSIP V5633W109 | $8.8M | 4.1% | |
| REREAtrenew Inc | $8.0M | 3.7% | |
| MOMOHello Group Inc | $6.6M | 3.0% | −3.3% |
| CBRSCerebras Systems Inc | $221K | 0.1% | New |
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 |
|---|---|---|---|
| TALTal Ed Group | September 30, 2021 | +97.7% | $76.3M |
| QFINQfin Holdings Inc | March 31, 2026 | +22.5% | $15.1M |
| MOMOHello Group Inc | March 31, 2026 | +0.7% | $6.6M |
| VNETVnet Group Inc | March 31, 2026 | −4.2% | $23.4M |
| CPNGCoupang Inc | December 31, 2025 | −26.4% | $58.1M |
| Makemytrip Limited MauritiusCUSIP V5633W109 | December 31, 2025 | −35.1% | $8.8M |
| NOAHNoah Hldgs Ltd | June 30, 2020 | −60.8% | $18.8M |
| REREAtrenew Inc | June 30, 2021 | −74.1% | $8.0M |
Sold off last quarter
- PDDPdd Holdings Inc was $27.7M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | −9.6% | +14.8% |
| March 31, 2026 | −14.9% | −4.6% |
| December 31, 2025 | −10.7% | +2.4% |
| September 30, 2025 | +6.6% | +7.8% |
| June 30, 2025 | −1.3% | +10.5% |
| March 31, 2025 | +12.1% | −4.6% |
| December 31, 2024 | −8.3% | +2.1% |
| September 30, 2024 | +13.9% | +5.4% |
| June 30, 2024 | +0.3% | +4.0% |
| March 31, 2024 | +2.6% | +10.0% |
| December 31, 2023 | +11.9% | +11.2% |
| September 30, 2023 | +8.2% | −3.6% |
| June 30, 2023 | −11.8% | +8.3% |
| March 31, 2023 | +11.9% | +7.0% |
| December 31, 2022 | +17.4% | +7.1% |
| September 30, 2022 | −11.9% | −5.3% |
| June 30, 2022 | +10.5% | −16.5% |
| March 31, 2022 | −21.9% | −4.9% |
| December 31, 2021 | −18.2% | +10.7% |
| September 30, 2021 | −22.9% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Tiger Pacific Capital LP Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1664492&type=13F-HR&dateb=&owner=include&count=40CIK 1664492
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1664492/000166449226000006/Filed August 14, 2026 · accession 0001664492-26-000006