1y return−26.9%S&P 500 +20.9%
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, 2024: $108 against $127 in the S&P 500.2
TMT General Partner LtdS&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 |
|---|---|---|---|
| XPEVXpeng Inc | $136.2M | 70.3% | |
| PONYPony Ai Inc | $48.2M | 24.9% | |
| APIAgora Inc | $9.4M | 4.8% |
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 |
|---|---|---|---|
| XPEVXpeng Inc | December 31, 2024 | +12.0% | $136.2M |
| APIAgora Inc | December 31, 2024 | −4.1% | $9.4M |
| PONYPony Ai Inc | June 30, 2025 | −47.3% | $48.2M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | −22.4% | +14.8% |
| March 31, 2026 | −17.7% | −4.6% |
| December 31, 2025 | −14.6% | +2.4% |
| September 30, 2025 | +34.1% | +7.8% |
| June 30, 2025 | −13.2% | +10.5% |
| March 31, 2025 | +70.6% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: TMT General Partner Ltd Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1847582&type=13F-HR&dateb=&owner=include&count=40CIK 1847582
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1847582/000184758226000003/Filed July 28, 2026 · accession 0001847582-26-000003