TMT General Partner Ltd

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 8, 2026), TMT General Partner Ltd reported 3 stock positions worth $249.9 million. Its top holding was Xpeng Inc. - ADR (XPEV) at 70.4% of the portfolio, followed by Pony AI (PONY, 26.2%) and Agora Inc.-ADR (API, 3.3%). Compared with Q4 2025, it added to 1. The biggest buy was Pony AI (PONY, shares +262%).

Most Recent 13F
Q2 2026
Location
HONG KONG, K3
CIK
0001847582
Portfolio Value
$249.9M (Q1 2026)
SEC Filing
0001847582-26-000002 ↗ filed May 8, 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 Q4 2025 Q1 2026: $249.9M $249.9M Q1 2026 Q2 2026: $193.8M Q2 2026

Holdings 3 stocks · $249.9M
XPEV Xpeng Inc. - ADR 70.44% 10,285,837 $176.0M No change
PONY Pony AI Inc. 26.23% 6,942,135 $65.5M Add +262.1%
API Agora Inc.-ADR 3.33% 2,352,651 $8.3M No change

Portfolio Sells Q4 2025 → Q1 2026
None this quarter.

Portfolio Buys Q4 2025 → Q1 2026
PONY Pony AI Inc. Add +262.1% 26.23% +14.93

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