EdgeMarket › What Oasis Management Co Ltd. reported owning

What Oasis Management Co Ltd. reported owning

As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.

Reported value

1.7B

Positions

110

Quarter

2026-03-31

Shown below

50
largest by value
holdingvalue% of booksharesprice1y
MTN
VAIL RESORTS INC
268.0M15.6%2.1M152.81-0.8%
HUT
Hut 8 Corp.
117.6M6.9%2.5M80.86+262.4%
unmapped CUSIP 01609WBG669.3M4.0%50.0M
VNET
VNET Group, Inc.
38.8M2.3%4.6M6.72-15.8%
CORZ
Core Scientific, Inc./tx
35.1M2.0%2.3M17.81+26.5%
STRS
STRATUS PROPERTIES INC
34.6M2.0%1.1M19.32+5.3%
APLD
Applied Digital Corp.
24.5M1.4%1.0M27.21+73.1%
unmapped CUSIP 90138AAE322.4M1.3%20.0M
RBA
RB GLOBAL INC.
17.6M1.0%183.2K87.02-24.4%
GDS
GDS Holdings Ltd
16.7M1.0%414.5K32.85-3.1%
EDU
New Oriental Education & Technology Group Inc.
16.7M1.0%294.4K55.80+18.9%
RLX
RLX Technology Inc.
14.3M0.8%6.5M1.81-19.2%
GCT
GigaCloud Technology Inc
14.2M0.8%313.0K49.65+57.1%
PDD
PDD Holdings Inc.
11.6M0.7%114.0K88.38-25.1%
ACMR
ACM Research, Inc.
10.6M0.6%270.1K79.41+215.6%
WEN
Wendy's Co
10.5M0.6%1.5M9.01-12.3%
TBPH
Theravance Biopharma, Inc.
9.5M0.6%583.5K17.01+27.0%
TDAY
USA TODAY Co., Inc.
9.4M0.5%1.3M6.47+60.9%
HTHT
H World Group Ltd
9.3M0.5%184.9K49.16+39.8%
unmapped CUSIP 08862EAB58.0M0.5%10.0M
ATHM
Autohome Inc.
6.4M0.4%368.0K22.22-21.7%
JD
JD.com, Inc.
5.5M0.3%187.5K29.37-5.8%
unmapped CUSIP 89677QAB35.2M0.3%5.0M
AVR
Anteris Technologies Global Corp.
4.8M0.3%865.6K8.98+152.2%
LITE
Lumentum Holdings Inc.
4.8M0.3%6.8K866.71+647.9%
FUTU
Futu Holdings Ltd
4.1M0.2%30.0K123.64-30.8%
QFIN
Qfin Holdings, Inc.
4.1M0.2%314.8K11.57-61.0%
LX
LexinFintech Holdings Ltd.
3.8M0.2%1.7M1.33-79.2%
PERF
Perfect Corp.
3.7M0.2%2.2M1.87-2.6%
SQNS
SEQUANS COMMUNICATIONS
3.6M0.2%1.4M3.06-70.3%
IQ
iQIYI, Inc.
3.0M0.2%2.2M1.05-54.1%
KT
KT CORP
2.9M0.2%135.0K18.90-9.8%
FINV
FinVolution Group
2.4M0.1%511.3K4.35-49.7%
unmapped CUSIP 62914VAJ52.3M0.1%2.2M
unmapped CUSIP G604201252.0M0.1%200.0K
ORBS
Eightco Holdings Inc.
1.9M0.1%2.0M0.88-38.0%
BABA
Alibaba Group Holding Ltd
1.7M0.1%13.5K119.34-0.1%
NVDA
NVIDIA CORP
1.4M0.1%8.0K214.72+22.4%
GHG
GreenTree Hospitality Group Ltd.
1.4M0.1%1.1M1.11-47.9%
DAVEW
Dave Inc./DE
1.1M0.1%6.4K1.61+23.4%
TSM
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
1.0M0.1%3.0K418.95+83.3%
AFRIW
Forafric Global PLC
965.0K0.1%100.0K1.25+177.8%
unmapped CUSIP G5380J118877.8K0.1%581.3K
AVGO
Broadcom Inc.
829.5K0.0%2.7K368.45+26.5%
YDESW
YD Bio Ltd
770.0K0.0%100.0K0.41
HUYA
HUYA Inc.
759.0K0.0%230.0K2.18-31.7%
AENTW
ALLIANCE ENTERTAINMENT HOLDING CORP
655.0K0.0%100.0K0.36+21.7%
PRENW
Prenetics Global Ltd
644.0K0.0%33.3K0.01-59.3%
ZH
Zhihu Inc.
639.0K0.0%225.0K3.22-34.2%
PDYNW
Palladyne AI Corp.
607.0K0.0%100.0K0.01-94.4%

A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →

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