TMT GENERAL PARTNER LTD
Q4 2025 Form 13-F

HONG KONG, CAYMAN ISLANDS
CIK 0001847582 · Institutional investment manager
$246.0M Reported Value Total
Reported value
$246.0M
Quarter over quarter
-14.6%
Holdings
3
Top-10 concentration
100.0%

Key People

Named on the latest Form 13-F filing — not necessarily an owner
Qin Liu
Director

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Q4 2025 13F record

Q4 2025 13F filing summary

Q4 2025 Form 13F portfolio summary
Period of report December 31, 2025
Filed January 30, 2026
Form 13F-HR
Reported value $246.0M
Positions 3
Change in reported value -34.9%
New positions 0
Exited positions 0
Position turnover 0.0%
Top-10 concentration 100.0%

13F filings by quarter

Form 13F filings by quarter
Quarter Positions Value
Q3 2026 13F
Filed Oct 27, 2026
3 $153.6M
Q2 2026 13F
Filed Jul 28, 2026
3 $193.8M
Q1 2026 13F
Filed May 8, 2026
3 $249.9M
Q4 2025 13F
Filed Jan 30, 2026
3 $246.0M
Q3 2025 13F
Filed Oct 30, 2025
3 $377.6M
Q2 2025 13F
Filed Aug 4, 2025
3 $309.1M
Q1 2025 13F
Filed Apr 10, 2025
2 $350.0M
Q4 2024 13F
Filed Jan 16, 2025
2 $218.5M

Top 3 holdings · Q4 2025

Largest Q4 2025 13F positions by reported value
# Holding Reported value % of portfolio
1 XPEV XPENG INC $208.6M 84.8%
2 PONY PONY AI INC $27.8M 11.3%
3 API AGORA INC $9.6M 3.89%

Values as reported on the Q4 2025 Form 13F. Every position is in the holdings table below.

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Beneficial Ownership (Schedule 13D/13G)

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