TMT General Partner Ltd holds a concentrated book of 3 stocks worth $193.8M as of Q2 2026 (disclosed Jul 28, 2026, a ~45-day 13F lag). Their largest long position is Xpeng Inc - ADR at 70% of the equity book. Cloning the disclosed picks since 2025 would be -15% (-9.9%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show TMT General Partner Ltd's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned -1.5%, a 13.2-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning TMT General Partner Ltd's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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.
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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.
Other tracked managers holding the same core names as TMT General Partner Ltd
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| GOLDMAN SACHS GROUP INC | 3 / 3 | $139.1M |
| MORGAN STANLEY | 3 / 3 | $127.2M |
| UBS Group AG | 3 / 3 | $96.7M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3 / 3 | $64.8M |
| Ken Griffin | 3 / 3 | $40.6M |
| JPMORGAN CHASE & CO | 3 / 3 | $14.0M |
| STATE STREET CORP | 3 / 3 | $13.4M |
| BNP PARIBAS FINANCIAL MARKETS | 3 / 3 | $13.3M |
Ranked by how many of TMT General Partner Ltd's top 3 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 | Xpeng Inc ADS | $136.2M | 10.29M | 70.3% | —Held | |
| 2 | Pony AI Inc SPONSORED ADS | $48.2M | 6.94M | 24.9% | —Held | |
| 3 | Agora Inc ADS | $9.4M | 2.35M | 4.8% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 28, 2026 | 3 | $193.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 8, 2026 | 3 | $249.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 30, 2026 | 3 | $246.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 30, 2025 | 3 | $377.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 4, 2025 | 3 | $309.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 10, 2025 | 2 | $350.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 16, 2025 | 2 | $218.5M | 13F-HR |
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. The performance line is a simulation of the disclosed long book, not an audited return.