Tiger Pacific Capital LP
•CIK: 1664492•Filing: Q4 2025
**Tiger Pacific Capital LP** manages $374M across a concentrated portfolio of 10 positions. The fund exhibits significant conviction in technology and industrials, with its largest allocation to Super Earth ($105.7M) and TAL ($87.0M). Further notable holdings include BLK ($40.9M) and TSM ($28.0M), representing core sector bets within the current market cycle. This structure suggests a high-conviction, actively managed approach targeting outsized returns from select market leaders.
Total AUM
$373.8M
QoQ Performance
-5.5%
Positions
10
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
SE
TAL
MMYT
TSM
N1UA
GDS
JOYY
NOAH
SE28.3%
TAL23.3%
MMYT10.9%
TSM7.5%
N1UA6.3%
GDS5.6%
JOYY5.1%
NOAH5.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other100.0%
🚪 Exited Positionssold since Q3 2025
—
AMER SPORTS INC
SOLD
$20.5M
+2 more exited positions
Changes from Q3 2025
NEW3 new positions
↑2 increased
↓3 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023