TMT General Partner Ltd

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 30, 2025), TMT General Partner Ltd reported 3 stock positions worth $377.6 million. Its top holding was Xpeng Inc. - ADR (XPEV) at 78.8% of the portfolio, followed by Pony AI (PONY, 18.8%) and Agora Inc.-ADR (API, 2.4%). Compared with Q2 2025, it reduced 2. The biggest sale was Pony AI (PONY, shares −42%).

Most Recent 13F
Q2 2026
Location
HONG KONG, K3
CIK
0001847582
Portfolio Value
$377.6M (Q3 2025)
SEC Filing
0001847582-25-000005 ↗ filed Oct 30, 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 Q2 2025 Q3 2025: $377.6M $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 · $377.6M
XPEV Xpeng Inc. - ADR 78.83% 25,418,720 $297.7M Reduce -0.5%
PONY Pony AI Inc. 18.79% 3,153,748 $70.9M Reduce -42.1%
API Agora Inc.-ADR 2.38% 9,410,604 $9.0M No change

Portfolio Sells Q2 2025 → Q3 2025
PONY Pony AI Inc. Reduce -42.1% 18.79% −4.47
XPEV Xpeng Inc. - ADR Reduce -0.5% 78.83% +4.99

Portfolio Buys Q2 2025 → Q3 2025
None this quarter.

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