TMT General Partner Ltd
TMT General Partner Ltd reported 3 US-listed holdings worth $153.6 million in its 13F for the quarter ended 30 September 2026, filed 27 October 2026. Its largest: XPeng Inc. (64.0%), Pony Ai Inc. (29.6%) and Agora Inc. (6.4%). Against the quarter before, it opened 0 positions, added to 0, trimmed 0 and sold out of 0.
The 3 largest of its 3 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned -49.4% over the 3 quarters to 30 September 2026, against +11.8% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| XPeng Inc. XPEV | 10.3M | $98.3 million | 64.03% | no change |
| Pony Ai Inc. PONY | 6.9M | $45.4 million | 29.56% | no change |
| Agora Inc. API | 2.4M | $9.8 million | 6.40% | no change |