Managers / Q1 2026
TMT General Partner Ltd
CIK 0001847582 · SUITE 905-6, 9TH FLOOR ICBC TOWER, THREE GARDEN ROAD, HONG KONG, K3, 00000 · 852-2989-1120
Summary
Tmt General Partner Ltd reported $250M in U.S.-listed holdings across 3 positions for Q1 2026.
The portfolio is heavily concentrated: XPEV alone accounts for 70.4% of reported value.
The book was largely unchanged from Q4 2025.
Portfolio Metrics
Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.
Reported Value by Quarter
Portfolio Composition
- ADR · 100.0% · $250M
Quarter-over-Quarter Changes full breakdown →
vs Q4 2025 (amended baseline)
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| PONYPONY AI INC | ADDED | +5.02M | 6.94M | +$38M | $66M |
| XPEVXPENG INC | HELD | +0 | 10.29M | −$33M | $176M |
| APIAGORA INC | HELD | +0 | 2.35M | −$1M | $8M |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q1 2026
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $250M | 3 | May 8, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $246M | 3 | Jan 30, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $378M | 3 | Oct 30, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $309M | 3 | Aug 4, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $350M | 2 | Apr 10, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $219M | 2 | Jan 16, 2025 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.