Tiger Pacific Capital LP

CIK

1664492

Location

NEW YORK, NY

Portfolio Value

Small $215,350,404

Diversification

Moderately concentrated

Filing Date

Global Rank

#4,392 / 8,651 ▼ 1380

Top Industry

Education & Training Services 35.5%

3Y Alpha vs SPY

-15.6%

Period ended 58 days ago

Filed Aug 14, 2026 · 13d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+13.9%

SPY

+74.1%

Annualised alpha

-15.9%

Max drawdown

−36.4%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends. Captured split ratios restate closes onto one basis; only an unusable ratio can exclude earlier closes for that listing. It tracks 96% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

9 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

35.5%

−12.2 pts

Top 5

89.0%

−0.9 pts

Top 10

100.0%

0.0 pts

HHI

2,268

Moderately concentrated−658

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Consumer Defensive	35.5%	$76,347,278	1
Consumer Cyclical	34.8%	$74,938,576	3
Financial Services	15.7%	$33,887,142	2
Technology	11.0%	$23,616,483	2
Communication Services	3.0%	$6,560,925	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

2 positions

Ticker	Company	Δ Shares	Shares	Value
VNET	VNET Group, Inc.	+2,143,661	2,909,886	$23,395,483
CPNG	Coupang, Inc.	+1,438,314	3,343,754	$58,081,006
No positions match the current search.

Trimmed

Positions the filer reduced

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
MOMO	Hello Group Inc.	−38,200	1,131,194	$6,560,925
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
CBRS	Cerebras Systems Inc.	1,000	$221,000
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
SPY	Spdr S&P 500 ETF Trust	300,000	$195,102,000
PDD	PDD Holdings Inc.	271,524	$27,744,322
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

9 tracked positions · $215,350,404 total · filing declares 10 positions · $218,280,674 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
TAL	TAL Education Group Consumer Defensive	Held	7,977,772	0	$76,347,278	−15.8%	35.45%
CPNG	Coupang, Inc. Consumer Cyclical	Added	3,343,754	+1,438,314	$58,081,006	+61.4%	26.97%
VNET	VNET Group, Inc. Technology	Added	2,909,886	+2,143,661	$23,395,483	+263.9%	10.86%
NOAH	Noah Holdings Ltd Financial Services	Held	1,880,865	0	$18,789,841	+0.9%	8.73%
QFIN	Qfin Holdings, Inc. Financial Services	Held	954,921	0	$15,097,301	+22.5%	7.01%
MMYT	MakeMyTrip Ltd Consumer Cyclical	Held	166,051	0	$8,848,857	+42.9%	4.11%
RERE	ATRenew Inc. Consumer Cyclical	Held	2,069,435	0	$8,008,713	−17.5%	3.72%
MOMO	Hello Group Inc. Communication Services	Reduced	1,131,194	-38,200	$6,560,925	−2.6%	3.05%
CBRS	Cerebras Systems Inc. Technology	NEW	1,000	NEW	$221,000	NEW	0.10%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.