Primavera Capital Management Ltd

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 13, 2024), Primavera Capital Management Ltd reported 3 stock positions worth $591.3 million. Its top holding was Yum China (YUMC) at 91.6% of the portfolio, followed by Xpeng Inc. - ADR (XPEV, 6.8%) and Cango Inc./KY - ADR (CANG, 1.6%). Compared with Q2 2024, it sold out of 1. The biggest sale was an exit from Palantir Technologies Class A (PLTR).

Most Recent 13F
Q2 2026
Location
GRAND CAYMAN, E9
CIK
0001686305
Portfolio Value
$591.3M (Q3 2024)
SEC Filing
0000945621-24-000924 ↗ filed Nov 13, 2024

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $136.4M Q1 2024 Q2 2024: $517.6M Q2 2024 Q3 2024: $591.3M $591.3M Q3 2024 Q4 2024: $641.5M Q4 2024 Q1 2025: $714.6M Q1 2025 Q2 2025: $622.2M Q2 2025 Q3 2025: $615.9M Q3 2025 Q4 2025: $657.1M Q4 2025 Q1 2026: $647.9M Q1 2026 Q2 2026: $565.1M Q2 2026

Holdings 3 stocks · $591.3M
YUMC Yum China Holdings Inc. 91.64% 12,035,635 $541.8M No change
XPEV Xpeng Inc. - ADR 6.81% 3,306,567 $40.3M No change
CANG Cango Inc./KY - ADR 1.55% 5,154,331 $9.2M No change

Portfolio Sells Q2 2024 → Q3 2024
PLTR Palantir Technologies Inc. Class A Sold out 0.00% −21.94

Portfolio Buys Q2 2024 → Q3 2024
None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 5$565.1MYUMC, XPEV, DSC, STG, CANG
Q1 2026 3$647.9MYUMC, XPEV, CANG
Q4 2025 3$657.1MYUMC, XPEV, CANG
Q3 2025 3$615.9MYUMC, XPEV, CANG
Q2 2025 3$622.2MYUMC, XPEV, CANG
Q1 2025 3$714.6MYUMC, XPEV, CANG
Q4 2024 3$641.5MYUMC, XPEV, CANG
Q3 2024 3$591.3MYUMC, XPEV, CANG
Q2 2024 4$517.6MYUMC, PLTR, XPEV, CANG
Q1 2024 3$136.4MPLTR, XPEV, CANG