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TMT General Partner LTD

CIK:0001847582
Venture Capital
$14B AUM
3 holdings
Hong Kong, Hong Kong SAR
Founded:2014
25 employees
Latest filing:Jun 30, 2025

TMT General Partner Ltd is an investment management firm based in Hong Kong, acting as the general partner for Morningside China TMT GP IV, L.P. and related TMT funds under the broader Morningside Group. The firm specializes in private equity and venture capital investments, primarily in technology, media, and telecommunications (TMT), with an emphasis on Chinese and Asian high-growth opportunities. It was established as part of the Morningside Group, which is well-known for its early-stage and growth equity investments, and employs an investment team with expertise in TMT sectors. The firm manages substantial assets and serves global institutional and private investors.

Investment Strategy

TMT General Partner Ltd’s investment strategy focuses on high-growth opportunities in the technology, media, and telecommunications (TMT) sectors, mainly in China and Asia. As the general partner for the Morningside China TMT IV funds, the firm typically pursues both direct primary and secondary transactions, investing in leading-edge internet, software, and digital platform companies with scalable business models and strong management teams. The philosophy emphasizes sector expertise, deep diligence, and value creation through active partnership with portfolio companies.

Latest 13F Filing Activity

TMT General Partner LTD filed their most recent 13F report on Jun 30, 2025 disclosing 3 equity positions with a total 13F market value of $309M. The fund increased holdings in Pony Ai Inc., Agora Inc., Xpeng Inc.. TMT General Partner LTD reduced exposure to Xpeng Inc., Agora Inc., Pony Ai Inc..

Top Buys
X
XPEVXPENG INC
-$110.8M
P
PONYPONY AI INC
+$71.9M
A
APIAGORA INC
-$1.9M
Top Sells
X
XPEVXPENG INC
-$110.8M
P
PONYPONY AI INC
+$71.9M
A
APIAGORA INC
-$1.9M

Top Holdings

X
XPEVXPENG INC
+73.8%$228.3M
P
PONYPONY AI INC
+23.3%$71.9M
A
APIAGORA INC
+2.9%$9.0M

Equity Positions (3)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
XPENG INC73.84%$228.3M25,533,800$15.99$17.88-$110.8M
PONY AI INC23.26%$71.9M5,447,189$13.20$13.20+$71.9M
AGORA INC2.90%$9.0M9,410,604$4.06$3.81-$1.9M

Industry Allocation

MOTOR VEHICLES & PASSENGER CAR BODIES
+78.8%
SERVICES-COMPUTER INTEGRATED SYSTEMS DESIGN
+18.8%
SERVICES-PREPACKAGED SOFTWARE
+2.4%