Primavera Capital Management Ltd.

AUM · $565M (13F)Positions · 5Turnover · n/a · Q2Filed · Aug 13, 2026

CONCENTRATION

n/a

Top 10 holdings

NEW BUYS

+$27M deployed

EXITS

No exits

SECTOR SHIFT

n/a

No prior quarter data

§ 01 · TOP HOLDINGS

The book · Q2 2026

FILED AUG 13, 2026

#	Ticker	Name	Shares	$ value	% port	Δ Q2
1	YUMC	YUM CHINA HLDGS INC.	12.04M	$492M	87.0%	±0%
2	XPEV	XPENG INC.	3.31M	$44M	7.7%	±0%
3	DSC	DSC HOLDINGS LTD	3.77M	$21M	3.7%	NEW
4	STG	SUNLANDS TECHNOLOGY GROUP	1.65M	$6M	1.1%	NEW
5	9C0A	CANGO INC.	10.31M	$2M	0.4%	±0%

§ 02 · SECTOR ALLOCATION

Sector data pending

§ 03 · THE PRIMAVERA SIGNAL

Primavera Capital Management Ltd is a Other fund managing $565 million in assets. The fund runs a focused portfolio of just 5 positions.