TMT General Partner Ltd

CIK 0001847582 · Q1 2026

13F Equity AUM

$249.9M

+1.6% QoQ

Positions

0 QoQ

AUM Rank

#6,550

Top 53%

Skill Alpha (FF)

—

Building track record (4q)

Quarters Tracked

~1 years

Portfolio Concentration

Top 5: 100.0%Top 10: 100.0%Top 20: 100.0%

XPEV70.4%

PONY26.2%

API3.3%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Consumer Cyclical70.4%

Industrials26.2%

Technology3.3%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

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Position Changes This Quarter

New0Increased1Decreased0Exited0

PONY26.2%

+5.0M(+262%)

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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