Primavera Capital Management’s XPeng XPEV Stock Holding History

Primavera Capital Management’s Portfolio XPEV Stock Details XPEV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$56.6M	Hold	3,306,567	–	–	8.73%	2
2025 Q4	$67.1M	Hold	3,306,567	–	–	10.21%	2
2025 Q3	$77.4M	Hold	3,306,567	–	–	12.57%	2
2025 Q2	$59.1M	Hold	3,306,567	–	–	9.5%	2
2025 Q1	$68.5M	Hold	3,306,567	–	–	9.59%	2
2024 Q4	$39.1M	Hold	3,306,567	–	–	6.09%	2
2024 Q3	$40.3M	Hold	3,306,567	–	–	6.81%	2
2024 Q2	$24.2M	Hold	3,306,567	–	–	4.68%	3
2024 Q1	$25.4M	Hold	3,306,567	–	–	4.13%	3
2023 Q4	$48.2M	Hold	3,306,567	–	–	7.52%	3
2023 Q3	$60.7M	Sell	3,306,567 -6,613,136	-67%	-$112M	7.5%	3
2023 Q2	$133M	Hold	9,919,703	–	–	14.99%	2
2023 Q1	$110M	Hold	9,919,703	–	–	10.75%	2
2022 Q4	$98.6M	Hold	9,919,703	–	–	11.18%	2
2022 Q3	$119M	Hold	9,919,703	–	–	12.14%	2
2022 Q2	$315M	Hold	9,919,703	–	–	26.24%	2
2022 Q1	$274M	Hold	9,919,703	–	–	25.12%	2
2021 Q4	$499M	Sell	9,919,703 -6,333,764	-39%	-$286M	33.43%	2
2021 Q3	$578M	Hold	16,253,467	–	–	32.75%	2
2021 Q2	$722M	Sell	16,253,467 -1,280,407	-7%	-$43.6M	34.84%	2
2021 Q1	$640M	Buy	+17,533,874	New	+$729M	34.33%	2

Other funds holding XPEV

Alibaba Group Causeway Bay, Hong Kong $653M AUM 16.11% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

TGP

TMT General Partner Hong Kong $194M AUM 27.5% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

GCM

Ghisallo Capital Management Boston, Massachusetts $3.63B AUM 30.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SIH Partners Wilmington, Delaware $7.58B AUM 5.28% 1-Year Est. Return

Primavera Capital Management's XPEV Position: Q1 2026 in Review

Primavera Capital Management held its XPeng (XPEV) position steady in Q1 2026 at 3,306,567 shares worth $56.6M. The position accounts for 8.73% of the portfolio, ranked #2.

Primavera Capital Management first reported a position in XPEV in Q1 2021 and has held it in 21 quarters since. The position peaked at $722M in Q2 2021. 234 funds tracked by Wall St. Rank hold XPEV as of Q1 2026.

Primavera Capital Management held 3,306,567 shares of XPeng worth $56.6M as of Q1 2026.
Primavera Capital Management left its XPeng share count unchanged in Q1 2026.
XPeng made up 8.73% of Primavera Capital Management's portfolio in Q1 2026, its #2 holding.
Primavera Capital Management first reported a position in XPeng in Q1 2021 and has held it in 21 quarters since.
Primavera Capital Management's XPeng position peaked at $722M in Q2 2021.
234 funds tracked by Wall St. Rank held XPeng as of Q1 2026.

Based on Primavera Capital Management's 13F filing for Q1 2026, filed 15 May 2026.