TMT General Partner Ltd

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 10, 2025), TMT General Partner Ltd reported 2 stock positions worth $350.0 million. Its top holding was Xpeng Inc. - ADR (XPEV) at 96.9% of the portfolio, followed by Agora Inc.-ADR (API, 3.1%). Compared with Q4 2024, it added to 2. The biggest buy was Xpeng Inc. - ADR (XPEV, shares +88%).

Most Recent 13F
Q2 2026
Location
HONG KONG, K3
CIK
0001847582
Portfolio Value
$350.0M (Q1 2025)
SEC Filing
0001847582-25-000002 ↗ filed Apr 10, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q4 2024: $218.5M Q4 2024 Q1 2025: $350.0M $350.0M Q1 2025 Q2 2025: $309.1M Q2 2025 Q3 2025: $377.6M Q3 2025 Q4 2025: $246.0M Q4 2025 Q1 2026: $249.9M Q1 2026 Q2 2026: $193.8M Q2 2026

Holdings 2 stocks · $350.0M
XPEV Xpeng Inc. - ADR 96.88% 32,726,800 $339.0M Add +88.2%
API Agora Inc.-ADR 3.12% 10,854,288 $10.9M Add +247.2%

Portfolio Sells Q4 2024 → Q1 2025
None this quarter.

Portfolio Buys Q4 2024 → Q1 2025
XPEV Xpeng Inc. - ADR Add +88.2% 96.88% +2.83
API Agora Inc.-ADR Add +247.2% 3.12% −2.83

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 3$193.8MXPEV, PONY, API
Q1 2026 3$249.9MXPEV, PONY, API
Q4 2025 3$246.0MXPEV, PONY, API
Q3 2025 3$377.6MXPEV, PONY, API
Q2 2025 3$309.1MXPEV, PONY, API
Q1 2025 2$350.0MXPEV, API
Q4 2024 2$218.5MXPEV, API