# TMT General Partner Ltd

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1847582. Source: https://holderbook.com/funds/1847582-tmt-general-partner-ltd/

- Reported value: $193.8M
- Positions: 3
- Weight of the ten largest: 100.0%
- Filed: 2026-07-28

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| XPENG INC | [XPEV](https://holderbook.com/stocks/XPEV/) | $136.2M | 10,285,837 | 70.3% | 7 |
| PONY AI INC | [PONY](https://holderbook.com/stocks/PONY/) | $48.2M | 6,942,135 | 24.9% | 5 |
| AGORA INC | [API](https://holderbook.com/stocks/API/) | $9.4M | 2,352,651 | 4.8% | 7 |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $193.8M | 3 |
| Q1 2026 | $249.9M | 3 |
| Q4 2025 | $246.0M | 3 |
| Q3 2025 | $377.6M | 3 |
| Q2 2025 | $309.1M | 3 |
| Q1 2025 | $350.0M | 2 |
| Q4 2024 | $218.5M | 2 |