TPC

Tiger Pacific Capital Portfolio holdings

AUM $301M
1-Year Est. Return 47.56%
This Quarter Est. Return
1 Year Est. Return
+47.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$301M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
11
New
Increased
Reduced
Closed

Top Buys

1
+$38.1M
2
+$32.3M
3
+$18.5M
4
TAL icon
TAL Education Group
TAL
+$5.54M

Top Sells

1
+$27.2M
2
+$23.2M
3
+$6.27M
4
MBLY icon
Mobileye
MBLY
+$2.13M
5
LU icon
Lufax Holding
LU
+$785K

Sector Composition

1 Consumer Staples 43.96%
2 Consumer Discretionary 38.04%
3 Financials 18.01%
4 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TAL icon
1
TAL Education Group
TAL
$6.75B
$94.4M 31.32%
9,233,398
+541,919
SE icon
2
Sea Limited
SE
$94.8B
$77.2M 25.63%
482,805
+202,151
EDU icon
3
New Oriental
EDU
$9.04B
$38.1M 12.63%
+705,393
AS icon
4
Amer Sports
AS
$17.1B
$30.5M 10.13%
787,495
+476,385
NOAH
5
Noah Holdings
NOAH
$749M
$22.5M 7.45%
1,880,865
LU icon
6
Lufax Holding
LU
$2.77B
$18.1M 6%
6,476,524
-281,454
QFIN icon
7
Qfin Holdings
QFIN
$3.34B
$13.7M 4.55%
316,359
-626,868
RERE
8
ATRenew
RERE
$857M
$6.85M 2.27%
2,069,435
MBLY icon
9
Mobileye
MBLY
$11.4B
– –
-147,821
MOMO
10
Hello Group
MOMO
$1.09B
– –
-993,408
JOYY
11
JOYY Inc
JOYY
$2.93B
– –
-552,114