IDG China Venture Capital Fund IV Associates L.P. holds a concentrated book of 4 stocks worth $147.3M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they trimmed PDD Holdings Inc. Their largest long position is PDD Holdings Inc at 78% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
No buys this quarter.
Other tracked managers holding the same core names as IDG China Venture Capital Fund IV Associates L.P.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| UBS Group AG | 4 / 4 | $313.1M |
| Ken Griffin | 4 / 4 | $126.5M |
| OSAIC HOLDINGS, INC. | 4 / 4 | $1.3M |
| BlackRock, Inc. | 3 / 4 | $4.1B |
| GOLDMAN SACHS GROUP INC | 3 / 4 | $1.0B |
| HSG Holding Ltd | 3 / 4 | $922.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 3 / 4 | $879.5M |
| STATE STREET CORP | 3 / 4 | $850.1M |
Ranked by how many of IDG China Venture Capital Fund IV Associates L.P.'s top 4 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | PDD Holdings Inc SPONSORED ADS | $115.4M | 1.51M | 78.4% | ▼−13% Reduced · −236K sh | |
| 2 | Pony AI Inc SPONSORED ADS | $27.7M | 3.99M | 18.8% | —Held | |
| 3 | Lightinthebox Hldg Co Ltd SPONSORED ADR | $2.7M | 899.0K | 1.8% | —Held | |
| 4 | Bitdeer Technologies Group CL A ORD SHS | $1.4M | 91.3K | 1.0% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1609021/holdings"
Use Arkolith to show IDG China Venture Capital Fund IV Associates L.P.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 7, 2026 | 4 | $147.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 1, 2026 | 4 | $219.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 4 | $233.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 5, 2025 | 4 | $476.4M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 12, 2025 | 4 | $408.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 9, 2025 | 4 | $403.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 6, 2025 | 4 | $430.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 4, 2024 | 3 | $419.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.