TMT General Partner Ltd

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 30, 2026), TMT General Partner Ltd reported 3 stock positions worth $246.0 million. Its top holding was Xpeng Inc. - ADR (XPEV) at 84.8% of the portfolio, followed by Pony AI (PONY, 11.3%) and Agora Inc.-ADR (API, 3.9%). Compared with Q3 2025, it reduced 3. The biggest sale was Pony AI (PONY, shares −39%).

Most Recent 13F
Q2 2026
Location
HONG KONG, K3
CIK
0001847582
Portfolio Value
$246.0M (Q4 2025)
SEC Filing
0001847582-26-000001 ↗ filed Jan 30, 2026

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 Q3 2025 Q4 2025: $246.0M $246.0M Q4 2025 Q1 2026: $249.9M Q1 2026 Q2 2026: $193.8M Q2 2026

Holdings 3 stocks · $246.0M
XPEV Xpeng Inc. - ADR 84.80% 10,285,837 $208.6M Reduce -59.5%
PONY Pony AI Inc. 11.30% 1,917,414 $27.8M Reduce -39.2%
API Agora Inc.-ADR 3.89% 2,352,651 $9.6M Reduce -75.0%

Portfolio Sells Q3 2025 → Q4 2025
PONY Pony AI Inc. Reduce -39.2% 11.30% −7.48
API Agora Inc.-ADR Reduce -75.0% 3.89% +1.51
XPEV Xpeng Inc. - ADR Reduce -59.5% 84.80% +5.97

Portfolio Buys Q3 2025 → Q4 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