TMT General Partner Ltd

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 4, 2025), TMT General Partner Ltd reported 3 stock positions worth $309.1 million. Its top holding was Xpeng Inc. - ADR (XPEV) at 73.8% of the portfolio, followed by Pony AI (PONY, 23.3%) and Agora Inc.-ADR (API, 2.9%). Compared with Q1 2025, it opened 1 new position and reduced 2. The biggest buy was a new position in Pony AI (PONY) and the biggest sale Xpeng Inc. - ADR (XPEV, shares −22%).

Most Recent 13F
Q2 2026
Location
HONG KONG, K3
CIK
0001847582
Portfolio Value
$309.1M (Q2 2025)
SEC Filing
0001847582-25-000004 ↗ filed Aug 4, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q4 2024: $218.5M Q4 2024 Q1 2025: $350.0M Q1 2025 Q2 2025: $309.1M $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 3 stocks · $309.1M
XPEV Xpeng Inc. - ADR 73.84% 25,533,800 $228.3M Reduce -22.0%
PONY Pony AI Inc. 23.26% 5,447,189 $71.9M New
API Agora Inc.-ADR 2.90% 9,410,604 $9.0M Reduce -13.3%

Portfolio Sells Q1 2025 → Q2 2025
XPEV Xpeng Inc. - ADR Reduce -22.0% 73.84% −23.04
API Agora Inc.-ADR Reduce -13.3% 2.90% −0.22

Portfolio Buys Q1 2025 → Q2 2025
PONY Pony AI Inc. New 23.26% +23.26

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