Funds › Oasis Management Co Ltd.
Oasis Management Co Ltd.
13F for Q2 2026, filed Aug 14, 2026. 101 positions worth $1.9B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q2 2026
filed Aug 14, 2026
Reported value
$1.9B
+$159.7M (9.3%) vs Q1 2026
Positions
101
98 in Q1 2026
Top 10 share
38.4%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q2 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | MTN Vail Resorts, Inc. | 2.33M | $317.1M | 16.9% | +11.5% | 13F ↗ |
| 2 | APLD Applied Digital Corporation | 5.01M | $186.8M | 10.0% | +385% | 13F ↗ |
| 3 | ACMR ACM Research, Inc. | 274,525 | $34.8M | 1.9% | +1.6% | 13F ↗ |
| 4 | HUT Hut 8 Corp. | 272,173 | $31.4M | 1.7% | -89.1% | 13F ↗ |
| 5 | CORZ Core Scientific, Inc. | 1.20M | $30.7M | 1.6% | -48.8% | 13F ↗ |
| 6 | VNET VNET Group, Inc. · ADR | 3.45M | $27.7M | 1.5% | -25.3% | 13F ↗ |
| 7 | STRS Stratus Pptys Inc | 961,129 | $27.6M | 1.5% | -15.2% | 13F ↗ |
| 8 | TDAY USA TODAY Co., Inc. | 3.08M | $26.3M | 1.4% | +132% | 13F ↗ |
| 9 | RBA RB Global, Inc. | 183,244 | $21.3M | 1.1% | Unchanged | 13F ↗ |
| 10 | GDS GDS Holdings Limited · ADR | 578,689 | $17.4M | 0.9% | +39.6% | 13F ↗ |
| 11 | PLTR Palantir Technologies Inc. | 122,625 | $14.3M | 0.8% | New | 13F ↗ |
| 12 | RLX RLX Technology Inc. · ADR | 6.50M | $12.3M | 0.7% | Unchanged | 13F ↗ |
| 13 | Theravance Biopharma Inc | 583,490 | $9.9M | 0.5% | Unchanged | 13F ↗ |
| 14 | GCT GigaCloud Technology Inc | 312,995 | $9.9M | 0.5% | Unchanged | 13F ↗ |
| 15 | EDU New Oriental Education & Technology Group, Inc. · ADR | 162,654 | $7.5M | 0.4% | -44.7% | 13F ↗ |
| 16 | ATHM Autohome Inc. | 367,978 | $7.0M | 0.4% | Unchanged | 13F ↗ |
| 17 | KT KT Corporation | 400,000 | $6.9M | 0.4% | +196% | 13F ↗ |
| 18 | AMD Advanced Micro Devices, Inc. | 10,800 | $6.3M | 0.3% | New | 13F ↗ |
| 19 | QFIN Qfin Holdings, Inc. · ADR | 314,755 | $5.0M | 0.3% | Unchanged | 13F ↗ |
| 20 | SQNS Sequans Communications S.A. · ADR | 1.41M | $4.8M | 0.3% | Unchanged | 13F ↗ |
| 21 | TME Tencent Music Entertainment Group · ADR | 500,000 | $4.2M | 0.2% | New | 13F ↗ |
| 22 | Perfect Corp | 2.20M | $3.7M | 0.2% | Unchanged | 13F ↗ |
| 23 | DIN Dine Brands Global, Inc. | 100,267 | $3.6M | 0.2% | New | 13F ↗ |
| 24 | LX LexinFintech Holdings Ltd. · ADR | 1.74M | $3.4M | 0.2% | Unchanged | 13F ↗ |
| 25 | LITE Lumentum Holdings Inc. | 3,000 | $2.6M | 0.1% | -56.1% | 13F ↗ |
| 26 | FINV FinVolution Group · ADR | 511,301 | $2.4M | 0.1% | Unchanged | 13F ↗ |
| 27 | DAVEW Dave Inc. · Spac Combination | 6,368 | $2.4M | 0.1% | Unchanged | 13F ↗ |
| 28 | IQ iQIYI, Inc. · ADR | 2.23M | $2.3M | 0.1% | Unchanged | 13F ↗ |
| 29 | Metals Acquisition Corp II Units | 200,000 | $2.2M | 0.1% | Unchanged | 13F ↗ |
| 30 | SKYH Sky Harbour Group Corporation | 178,198 | $1.8M | 0.1% | New | 13F ↗ |
| 31 | TSM Taiwan Semiconductor Manufacturing Company Ltd. | 3,000 | $1.4M | 0.1% | Unchanged | 13F ↗ |
| 32 | ORBS Eightco Holdings Inc. | 2.00M | $1.4M | 0.1% | Unchanged | 13F ↗ |
| 33 | BABA Alibaba Group Holding Limited · ADR | 13,543 | $1.3M | 0.1% | Unchanged | 13F ↗ |
| 34 | GHG GreenTree Hospitality Group Ltd. · ADR | 1.10M | $1.2M | 0.1% | Unchanged | 13F ↗ |
| 35 | NVDA NVIDIA Corporation | 6,000 | $1.2M | 0.1% | -25.0% | 13F ↗ |
| 36 | AFRIW Forafric Global PLC · *W Exp 06/09/202 | 100,000 | $1.0M | 0.1% | Unchanged | 13F ↗ |
| 37 | CSCO Cisco Systems, Inc. | 7,500 | $881.0K | <0.1% | Unchanged | 13F ↗ |
| 38 | ZH Zhihu Inc. · ADR | 225,000 | $704.3K | <0.1% | Unchanged | 13F ↗ |
| 39 | PRENW Prenetics Global Limited · *W Exp 05/18/202 | 33,333 | $637.3K | <0.1% | Unchanged | 13F ↗ |
| 40 | API Agora, Inc. | 153,885 | $614.0K | <0.1% | Unchanged | 13F ↗ |
| 41 | Palladyne Ai Corp *W Exp 09/24/202 | 100,000 | $608.0K | <0.1% | Unchanged | 13F ↗ |
| 42 | MT ArcelorMittal S.A. · Ny Registry Sh | 10,000 | $602.2K | <0.1% | Unchanged | 13F ↗ |
| 43 | AENTW Alliance Entertainment Holding Corporation · Warrants | 100,000 | $584.0K | <0.1% | Unchanged | 13F ↗ |
| 44 | SATLW Satellogic Inc. · *W Exp 01/25/202 | 100,000 | $572.0K | <0.1% | Unchanged | 13F ↗ |
| 45 | NXDR Nextdoor Holdings, Inc. | 250,000 | $567.5K | <0.1% | Unchanged | 13F ↗ |
| 46 | INTC Intel Corporation | 4,000 | $558.5K | <0.1% | New | 13F ↗ |
| 47 | STLNW Starling Oncology, Inc. · Spac Combination | 100,000 | $543.0K | <0.1% | Unchanged | 13F ↗ |
| 48 | HUYA HUYA Inc. | 230,000 | $529.0K | <0.1% | Unchanged | 13F ↗ |
| 49 | TER Teradyne, Inc. | 1,000 | $483.8K | <0.1% | Unchanged | 13F ↗ |
| 50 | NIOBW NioCorp Developments Ltd. · *W Exp 03/17/202 | 100,000 | $482.0K | <0.1% | Unchanged | 13F ↗ |
Showing the top 50 of 101 positions. Premium lists every position, plus puts and calls.
Changes since Q1 2026
14 new, 6 added to, 10 trimmed, 11 exited, 71 unchanged. By estimated dollars.
New positions (14)
| PLTR Palantir Technologies Inc. | 122,625 | New | $14.3M |
| AMD Advanced Micro Devices, Inc. | 10,800 | New | $6.3M |
| TME Tencent Music Entertainment Group · ADR | 500,000 | New | $4.2M |
| DIN Dine Brands Global, Inc. | 100,267 | New | $3.6M |
| SKYH Sky Harbour Group Corporation | 178,198 | New | $1.8M |
| INTC Intel Corporation | 4,000 | New | $558.5K |
| FPS Forgent Power Solutions, Inc. | 8,100 | New | $452.5K |
| LAR Lithium Argentina AG | 50,000 | New | $413.5K |
| WDC Western Digital Corporation | 600 | New | $383.2K |
| STX Seagate Technology Holdings PLC | 360 | New | $347.4K |
Added to (6)
Trimmed (10)
| HUT Hut 8 Corp. | 272,173 | -89.1% | -$258.1M |
| CORZ Core Scientific, Inc. | 1.20M | -48.8% | -$29.3M |
| VNET VNET Group, Inc. · ADR | 3.45M | -25.3% | -$9.4M |
| AVR Anteris Technologies Global Corp. | 18,303 | -97.9% | -$8.3M |
| EDU New Oriental Education & Technology Group, Inc. · ADR | 162,654 | -44.7% | -$6.0M |
| STRS Stratus Pptys Inc | 961,129 | -15.2% | -$5.0M |
| LITE Lumentum Holdings Inc. | 3,000 | -56.1% | -$3.3M |
| NVDA NVIDIA Corporation | 6,000 | -25.0% | -$400.2K |
| AXTI AXT Inc | 5,000 | -50.0% | -$360.4K |
| HTT High Templar Tech Limited | 27,775 | -78.3% | -$256.3K |
Exited (11)
| PDD PDD Holdings Inc. · ADR | 114,000 | Exited | -$11.6M |
| WEN Wendy's Company | 1.51M | Exited | -$10.5M |
| HTHT H World Group Limited · ADR | 184,879 | Exited | -$9.3M |
| JD JD.com, Inc. | 187,473 | Exited | -$5.5M |
| FUTU Futu Holdings Limited | 30,000 | Exited | -$4.1M |
| Lanvin Group Holdings Limite W Exp 01/14/202 | 581,304 | Exited | -$877.8K |
| AVGO Broadcom Inc. | 2,680 | Exited | -$829.5K |
| Olaplex Holdings Inc | 165,258 | Exited | -$335.5K |
| CLS Celestica, Inc. | 937 | Exited | -$263.9K |
| 00373V118 *W Exp 06/28/202 | 100,000 | Exited | -$101.0K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q2 2026.
Filings
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer