TMT General Partner Ltd
โขCIK: 1847582โขFiling: Q4 2025
**TMT General Partner Ltd** manages $246M across a concentrated portfolio of three key positions. The fund exhibits a significant overweighting in XPEV, representing $208.6M of its total assets. Further allocations include PONY at $27.8M and API at $9.6M. This structure indicates a highly focused, conviction-driven investment mandate within its sector coverage.
Total AUM
$246.0M
QoQ Performance
-34.9%
Positions
3
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
XPEV
PONY
XPEV84.8%
PONY11.3%
API3.9%
๐ Biggest Buys
No new positions or increases this quarter
๐ Biggest Sells
Sector Breakdown
Other100.0%
Changes from Q3 2025
โ3 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024