Primavera Capital Management Ltd

CIK 0001686305 · GRAND CAYMAN, null · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source ↗

Primavera Capital Management Ltd reported 5 positions worth $565.1M as of June 30, 2026 (13F filed August 13, 2026). Largest holding: YUMC (87.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$565.1M

2026 Q2

Positions

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

100.0%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

5 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	YUMC	YUM CHINA HLDGS INC.	SH	$491.9M	87.05%	12,035,635	—	—
▸ 2	XPEV	XPENG INC.	SH	$43.8M	7.75%	3,306,567	—	—
▸ 3	DSC	DSC HOLDINGS LTD	SH	$20.8M	3.68%	3,770,332	—	—
▸ 4	STG	SUNLANDS TECHNOLOGY GROUP	SH	$6.5M	1.15%	1,652,778	—	—
▸ 5	9C0A	CANGO INC.	SH	$2.1M	0.37%	10,308,662	—	—

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Primavera Capital Management Ltd hold as of Q2 2026?

Primavera Capital Management Ltd reported 5 positions worth $565.1M in its Q2 2026 13F filing. Largest positions: YUMC (87.0%), XPEV (7.7%), DSC (3.7%), STG (1.1%) and 9C0A (0.4%).

What did Primavera Capital Management Ltd buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Primavera Capital Management Ltd sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.