TMT General Partner’s XPeng XPEV Stock Holding History

TMT General Partner’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 Q2	$136M	Hold	10,285,837	–	–	70.26%	1
2026 Q1	$176M	Hold	10,285,837	–	–	70.44%	1
2025 Q4	$209M	Sell	10,285,837 -15,132,883	-60%	-$328M	84.8%	1
2025 Q3	$298M	Sell	25,418,720 -115,080	-0.5%	-$2.31M	78.83%	1
2025 Q2	$228M	Sell	25,533,800 -7,193,000	-22%	-$140M	73.84%	1
2025 Q1	$339M	Buy	32,726,800 +15,340,907	+88%	+$276M	96.88%	1
2024 Q4	$206M	Buy	+17,385,893	New	+$215M	94.05%	1

Other funds holding XPEV

Alibaba Group Causeway Bay, Hong Kong $509M AUM 25.62% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GCM

Ghisallo Capital Management Boston, Massachusetts $5.1B AUM 39.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

PCM

Primavera Capital Management George Town, Cayman Islands $565M AUM 11.43% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TMT General Partner's XPEV Position: Q2 2026 in Review

TMT General Partner held its XPeng (XPEV) position steady in Q2 2026 at 10,285,837 shares worth $136M. The position accounts for 70.26% of the portfolio, ranked #1.

TMT General Partner first reported a position in XPEV in Q4 2024 and has held it in 7 quarters since. The position peaked at $339M in Q1 2025. 219 funds tracked by Wall St. Rank hold XPEV as of Q2 2026.

TMT General Partner held 10,285,837 shares of XPeng worth $136M as of Q2 2026.
TMT General Partner left its XPeng share count unchanged in Q2 2026.
XPeng made up 70.26% of TMT General Partner's portfolio in Q2 2026, its #1 holding.
TMT General Partner first reported a position in XPeng in Q4 2024 and has held it in 7 quarters since.
TMT General Partner's XPeng position peaked at $339M in Q1 2025.
219 funds tracked by Wall St. Rank held XPeng as of Q2 2026.

Based on TMT General Partner's 13F filing for Q2 2026, filed 28 Jul 2026.