Arkolith/Funds/Tiger Pacific Capital LP

Tiger Pacific Capital LP

CIK 1664492
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

Tiger Pacific Capital LP holds a concentrated book of 9 stocks worth $214.4M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened PDD Holdings Inc and trimmed Makemytrip Ltd. Their largest long position is Tal Education Group- ADR at 42% of the equity book. They also disclosed $195.1M in put options (a bearish bet), shown separately below and excluded from the equity book.

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Use Arkolith to show Tiger Pacific Capital LP's latest
holdings, largest changes, and filing provenance.
Opened
4
new positions
Added to
1
existing
Trimmed
1
reduced
Sold out
5
exited

Concentration

Top-heavy: concentrated book

Top 5 holdings
86%
Top 10 holdings
100%
Top 20 holdings
100%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

100% mapped to company sectors

Consumer Discretionary
64%
Industrials
16%
Financials
14%
Information Technology
6%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

9 positions
#SecurityValueShares% PortLast moveHistory
1Tal Ed Group
SPONSORED ADS
$90.7M7.98M
42.3%
Held
2Coupang Inc
CL A
$36.0M1.91M
16.8%
+139%
Added · +1.1M sh
3PDD Holdings Inc
SPONSORED ADS
$27.7M271.5K
12.9%
New
New position
4Noah Hldgs Ltd
SPON ADS
$18.6M1.88M
8.7%
Held
5Qfin Holdings Inc
AMERICAN DEP
$12.3M954.9K
5.7%
New
New position
6Atrenew Inc
SPONSORED ADS
$9.7M2.07M
4.5%
Held
7Hello Group Inc
ADS
$6.7M1.17M
3.1%
New
New position
8Vnet Group Inc
SPONSORED ADS A
$6.4M766.2K
3.0%
New
New position
9Makemytrip Limited Mauritius
SHS
$6.2M166.1K
2.9%
−67%
Reduced · −332K sh
Showing all 9 positions

Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$195.1M
TypeUnderlyingNotional valueUnderlying shares
PUT · bearishSS SPDR S&P 500 ETF TRUST-USSPY$195.1M300K

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 202610$409.5M13F-HR
Q4 2025Dec 31, 2025Feb 17, 202610$373.8M13F-HR
Q3 2025Sep 30, 2025Nov 14, 202514$395.4M13F-HR
Q2 2025Jun 30, 2025Aug 14, 20258$301.3M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.