SEC 13F Intelligence

Managers / Q4 2024 · view latest →

TMT General Partner Ltd

CIK 0001847582 · SUITE 905-6, 9TH FLOOR ICBC TOWER, THREE GARDEN ROAD, HONG KONG, K3, 00000 · 852-2989-1120

Reported Value
$219M
Q4 2024
Positions
2
Filings on Record
6
2019–present window
Filed
Jan 16, 2025
original filing

Summary

Tmt General Partner Ltd reported $219M in U.S.-listed holdings across 2 positions for Q4 2024.

The portfolio is heavily concentrated: XPEV alone accounts for 94.0% of reported value.

Portfolio Metrics

Largest Position
+94.0%
Xpeng

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

13F Reported Value
Q4 ’24: $219MQ4 ’24Q1 ’25: $350MQ1 ’25Q2 ’25: $309MQ2 ’25Q3 ’25: $378MQ3 ’25Q4 ’25: $246MQ4 ’25Q1 ’26: $250MQ1 ’26filingsflow.com

Portfolio Composition

By security type
ADR: 100.0%
  • ADR · 100.0% · $219M

Quarter-over-Quarter Changes full breakdown →

IssuerMoveShare ΔShares nowValue ΔValue now
XPEVXPENG INCNEW+17.39M17.39M+$206M$206M
APIAGORA INCNEW+3.13M3.13M+$13M$13M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q4 2024

2 positions
#IssuerClass% PortfolioValueShares
1XPEVXPENG INChistory →ADS94.05%$206M17.39M
2APIAGORA INChistory →ADS5.95%$13M3.13M

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$250M3May 8, 202613F-HRchanges · EDGAR ↗
Q4 2025$246M3Jan 30, 202613F-HRchanges · EDGAR ↗
Q3 2025$378M3Oct 30, 202513F-HRchanges · EDGAR ↗
Q2 2025$309M3Aug 4, 202513F-HRchanges · EDGAR ↗
Q1 2025$350M2Apr 10, 202513F-HRchanges · EDGAR ↗
Q4 2024$219M2Jan 16, 202513F-HRchanges · 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 ↗.