IDG China Venture Capital Fund IV Associates L.P.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 7, 2026), IDG China Venture Capital Fund IV Associates L.P. reported 4 stock positions worth $147.3 million. Its top holding was PDD (PDD) at 78.4% of the portfolio, followed by Pony AI (PONY, 18.8%) and Lightinthebox Holding-ADR (LITB, 1.8%). Compared with Q1 2026, it reduced 1. The biggest sale was PDD (PDD, shares −13%).
- Most Recent 13F
- Q2 2026
- Location
- HONG KONG, K3
- CIK
- 0001609021
- Portfolio Value
- $147.3M (Q2 2026)
- SEC Filing
- 0001104659-26-092518 ↗ filed Aug 7, 2026
Holdings Value
Holdings 4 stocks · $147.3M
Portfolio Sells Q1 2026 → Q2 2026
| PDD PDD Holdings Inc. | Reduce -13.5% | 78.39% | −3.13 |
Portfolio Buys Q1 2026 → Q2 2026
| None this quarter. | |||
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 4 | $147.3M | PDD, PONY, LITB, BTDR |
| Q1 2026 | 4 | $219.2M | PDD, PONY, LITB, BTDR |
| Q4 2025 | 4 | $233.5M | PDD, PONY, LITB, BTDR |
| Q3 2025 | 4 | $476.4M | PDD, PONY, LITB, BTDR |
| Q2 2025 | 4 | $408.0M | PDD, PONY, BTDR, LITB |
| Q1 2025 | 4 | $403.1M | PDD, PONY, LITB, BTDR |
| Q4 2024 | 4 | $430.7M | PDD, PONY, BTDR, LITB |
| Q3 2024 | 3 | $419.6M | PDD, LITB, BTDR |
| Q2 2024 | 4 | $436.6M | PDD, LITB, BTDR, LUMINAR TECHNOLOGIES INC |
| Q1 2024 | 4 | $442.8M | PDD, LITB, LUMINAR TECHNOLOGIES INC, BTDR |