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13F holdings · Q2 2026

IDG China Venture Capital Fund IV Associates

Hong Kong, K3 · files as IDG China Venture Capital Fund IV Associates L.P.
Holdings as of Jun 30, 2026Filed Aug 7, 2026Next filing due Nov 16, 2026CIK 1609021

IDG China Venture Capital Fund IV Associates reported 4 stocks worth $147M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are PDD (78.4%), PONY (18.8%) and LITB (1.8%). Compared with Q1 2026, the fund trimmed PDD.

Reported value$147M−32.8% vs last quarter
Stocks held40 new · 0 sold out
Top 5 weight100.0%very concentrated
Turnover12%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
PDD
Pdd Holdings Inc
$115M78.4%1.5M−236K (−13%)8 of 8
2
PONY
Pony AI Inc
$27.7M18.8%4MNo change7 of 8
3
LITB
Lightinthebox Hldg Co Ltd
$2.7M1.8%899KNo change8 of 8
4
BTDR
Bitdeer Technologies Group
$1.4M1.0%91KNo change8 of 8

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Reported value

last 8 quarters
$420MQ3 '24
$431MQ4 '24
$403MQ1 '25
$408MQ2 '25
$476MQ3 '25
$233MQ4 '25
$219MQ1 '26
$147MQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Aug 7, 202613F-HRQ2 2026SEC filing ↗

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IDG China Venture Capital Fund IV Associates 13F FAQ

What does IDG China Venture Capital Fund IV Associates own?

IDG China Venture Capital Fund IV Associates reported 4 stocks worth $147M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are PDD (78.4%), PONY (18.8%) and LITB (1.8%). The table above lists every position in the filing (the top 10 without an account).

What did IDG China Venture Capital Fund IV Associates buy and sell in Q2 2026?

Compared with Q1 2026: 0 new positions, 0 added to, 1 trimmed and 0 sold out.

When will IDG China Venture Capital Fund IV Associates file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is IDG China Venture Capital Fund IV Associates's portfolio worth?

The Q2 2026 filing reports $147M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.