Primavera Capital Management Ltd
CIK 1686305
13F filing for Q2 2026・No. 3,620
- Holdings
- US$565.07M
- Quarter change
- −US$82.84M
- Entries
- 5
- Net bought (estimate)
- +US$27.29M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 2
- Sold out 0
- Cut 0
- Added 0
- Corporate actions 0
- Unchanged 3
Largest holdings
5 stocks worth US$565.07M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| YUMCYUM CHINA HLDGS INC.COM | Unchanged | 12,035,635 | US$491.9M | 87.05% |
| XPEVXPENG INC.ADS | Unchanged | 3,306,567 | US$43.78M | 7.75% |
| DSC HOLDINGS LTDSPON ADS | New | 3,770,332 | US$20.81M | 3.68% |
| SUNLANDS TECHNOLOGY GROUPSPONSRD ADS NEW | New | 1,652,778 | US$6.48M | 1.15% |
| CANGO INC.ADS | Unchanged | 10,308,662 | US$2.11M | 0.37% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.