The Analysis of Tiger Pacific Capital LP's Holdings & P&L

Currently, Tiger Pacific Capital LP holds 10 types of securities in its portfolio with a total value $373.8M. In the most recent quarter, they have increased their positions in SE (+369.6K shares, valued at $47.2M), MMYT (+497.9K shares, valued at $40.9M), GDS (+599.1K shares, valued at $20.9M); decreased their positions in EDU (-267.0K shares, valued at $14.7M), TAL (-408.8K shares, valued at $4.5M), JOYY (-6.6K shares, valued at $424.4K); initiated new positions in MMYT (+497.9K shares, valued at $40.9M), GDS (+599.1K shares, valued at $20.9M), CPNG (+797.2K shares, valued at $18.8M).

1M P&L

-17.0M-5.24%

3M P&L

-57.9M-15.87%

HY P&L

-67.9M-18.10%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Internet Retail135.5M

36.2%

2Education & Training Services110.6M

29.6%

3Travel Services40.9M

10.9%

Top Industries by Stock Count

1Internet Retail3 stocks

30.0%

2Education & Training Services2 stocks

20.0%

3Information Technology Services1 stocks

10.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SE SEA LTD828.4K shares80.57%2025-12-312026-02-17

TAL TAL EDUCATION GROUP8.0M shares-4.87%2025-12-312026-02-17

MMYT MAKEMYTRIP LIMITED MAURITIUS497.9K sharesnew addition2025-12-312026-02-17

TSM TAIWAN SEMICONDUCTOR MFG LTD92.2K shares191.31%2025-12-312026-02-17

EDU NEW ORIENTAL ED & TECHNOLOGY428.5K shares-38.39%2025-12-312026-02-17

GDS GDS HLDGS LTD599.1K sharesnew addition2025-12-312026-02-17

JOYY JOYY INC294.1K shares-2.18%2025-12-312026-02-17

NOAH NOAH HLDGS LTD1.9M shares0.00%2025-12-312026-02-17

Sponsored

CPNG COUPANG INC797.2K sharesnew addition2025-12-312026-02-17

RERE ATRENEW INC2.1M shares0.00%2025-12-312026-02-17

SEA LTD

80.57%

Shares828.4K

Event2025-12-31

Filed2026-02-17

TAL

TAL EDUCATION GROUP

-4.87%

Shares8.0M

Event2025-12-31

Filed2026-02-17

MMYT

MAKEMYTRIP LIMITED MAURITIUS

New

Shares497.9K

Event2025-12-31

Filed2026-02-17

TSM

TAIWAN SEMICONDUCTOR MFG LTD

191.31%

Shares92.2K

Event2025-12-31

Filed2026-02-17

EDU

NEW ORIENTAL ED & TECHNOLOGY

-38.39%

Shares428.5K

Event2025-12-31

Filed2026-02-17

GDS

GDS HLDGS LTD

New

Shares599.1K

Event2025-12-31

Filed2026-02-17

JOYY

JOYY INC

-2.18%

Shares294.1K

Event2025-12-31

Filed2026-02-17

NOAH

NOAH HLDGS LTD

0.00%

Shares1.9M

Event2025-12-31

Filed2026-02-17

CPNG

COUPANG INC

New

Shares797.2K

Event2025-12-31

Filed2026-02-17

RERE

ATRENEW INC

0.00%

Shares2.1M

Event2025-12-31

Filed2026-02-17

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available