IDG China Venture Capital Fund IV Associates L.P.

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 22, 2024), IDG China Venture Capital Fund IV Associates L.P. reported 4 stock positions worth $442.8 million. Its top holding was PDD (PDD) at 98.6% of the portfolio, followed by Lightinthebox Holding-ADR (LITB, 1.0%) and Luminar Technologies (0.2%). Compared with Q4 2023, it reduced 1. The biggest sale was PDD (PDD, shares −20%).

Most Recent 13F
Q2 2026
Location
HONG KONG, K3
CIK
0001609021
Portfolio Value
$442.8M (Q1 2024)
SEC Filing
0001104659-24-049635 ↗ filed Apr 22, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $442.8M $442.8M Q1 2024 Q2 2024: $436.6M Q2 2024 Q3 2024: $419.6M Q3 2024 Q4 2024: $430.7M Q4 2024 Q1 2025: $403.1M Q1 2025 Q2 2025: $408.0M Q2 2025 Q3 2025: $476.4M Q3 2025 Q4 2025: $233.5M Q4 2025 Q1 2026: $219.2M Q1 2026 Q2 2026: $147.3M Q2 2026

Holdings 4 stocks · $442.8M
PDD PDD Holdings Inc. 98.63% 3,756,867 $436.7M Reduce -19.9%
LITB Lightinthebox Holding-ADR 0.99% 5,393,813 $4.4M No change
LUMINAR TECHNOLOGIES INC 0.23% 509,160 $1.0M No change
BTDR Bitdeer Technologies Group-A 0.14% 91,308 $641K No change

Portfolio Sells Q4 2023 → Q1 2024
PDD PDD Holdings Inc. Reduce -19.9% 98.63% −0.16

Portfolio Buys Q4 2023 → Q1 2024
None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 4$147.3MPDD, PONY, LITB, BTDR
Q1 2026 4$219.2MPDD, PONY, LITB, BTDR
Q4 2025 4$233.5MPDD, PONY, LITB, BTDR
Q3 2025 4$476.4MPDD, PONY, LITB, BTDR
Q2 2025 4$408.0MPDD, PONY, BTDR, LITB
Q1 2025 4$403.1MPDD, PONY, LITB, BTDR
Q4 2024 4$430.7MPDD, PONY, BTDR, LITB
Q3 2024 3$419.6MPDD, LITB, BTDR
Q2 2024 4$436.6MPDD, LITB, BTDR, LUMINAR TECHNOLOGIES INC
Q1 2024 4$442.8MPDD, LITB, LUMINAR TECHNOLOGIES INC, BTDR