Data as of Q4 2025 (Dec 31, 2025)

TMT General Partner Ltd

โ€ขCIK: 1847582โ€ขFiling: 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%

๐Ÿ“ˆ Biggest Buys

No new positions or increases this quarter

๐Ÿ“‰ Biggest Sells

XPEV
XPENG INC
-59.5%
84.8% of portfolio
API
AGORA INC
-75.0%
3.9% of portfolio
PONY
PONY AI INC
-39.2%
11.3% of portfolio

Sector Breakdown

Other100.0%

Changes from Q3 2025

โ†“3 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024