Primavera Capital Management Ltd Portfolio Stock Holdings
According to the SEC 13F filed on August 13, 2026, Primavera Capital Management Ltd disclosed 5 stock positions valued at approximately $565.07M as of quarter-end June 30, 2026. The largest holdings include YUM CHINA HLDGS INC., XPENG INC., and DSC HOLDINGS LTD.
- Report Period
- June 30, 2026
- No. of Stocks
- 5
- Portfolio Value
- $565.07M
Holdings by Sector
Primavera Capital Management Ltd Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| YUM CHINA HLDGS INC. | YUMC | Consumer Cyclical | 87.05% | 12,035,635 | - | - | $491,896,402 |
| XPENG INC. | XPEV | Consumer Cyclical | 7.75% | 3,306,567 | - | - | $43,778,947 |
| DSC HOLDINGS LTD | DSC | Consumer Cyclical | 3.68% | 3,770,332 | +3,770,332 | +100.00% | $20,812,232 |
| SUNLANDS TECHNOLOGY GROUP | STG | Consumer Defensive | 1.15% | 1,652,778 | +1,652,778 | +100.00% | $6,478,890 |
| CANGO INC. | CANG | Consumer Cyclical | 0.37% | 10,308,662 | - | - | $2,108,121 |
Showing 5 of 5 holdings in the latest reporting period.