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Primavera Capital Management Ltd 13F holdings
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Primavera Capital Management Ltd 13F holdings

Primavera Capital Management Ltd reported 5 positions with a total reported value of $565.1M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-13. Top holdings by reported value: YUMC YUM CHINA HLDGS INC. (87.0%), XPEV XPENG INC. (7.7%), DSC DSC HOLDINGS LTD (3.7%), STG SUNLANDS TECHNOLOGY GROUP (1.1%), CANG CANGO INC. (0.4%). Against 2026-03-31 it opened 2 new positions and exited 0. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.

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Top holdings

5 largest of 5 positions · reported value as of 2026-06-30
HoldingSharesReported value% of portfolio
YUMC YUM CHINA HLDGS INC.12,035,635$491.9M87.0%
XPEV XPENG INC.3,306,567$43.8M7.7%
DSC DSC HOLDINGS LTD3,770,332$20.8M3.7%
STG SUNLANDS TECHNOLOGY GROUP1,652,778$6.5M1.1%
CANG CANGO INC.10,308,662$2.1M0.4%
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES

New positions this quarter

Held at 2026-06-30, not at 2026-03-31 · 2 in all · reported value as of 2026-06-30
HoldingSharesReported value% of portfolio
DSC DSC HOLDINGS LTD3,770,332$20.8M3.7%
STG SUNLANDS TECHNOLOGY GROUP1,652,778$6.5M1.1%

Sold out

Held at 2026-03-31, gone by 2026-06-30 · 0 in all · reported value as of 2026-03-31

No positions were sold out.

Biggest increases and decreases

Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30

Increases

No position was increased.

Decreases

No position was decreased.

CIK 1686305 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY

Source: U.S. Securities and Exchange Commission (EDGAR) and other official government data · Updated 2026-10-28 · For informational purposes only, not investment advice.
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