Ovata Capital Management Ltd: 13F holdings

CIK 17245172026Q2

Positions43
Reported value$2.8bn
Filed2026-07-30

Change since last quarter

Positions43 (+5 vs prior quarter)
Reported value$2.8bn (+288.3%)

Top 10 holdings

SecuritySharesValueWeight
Alibaba Group Holding Ltd30,500,000$1.5bn53.3%
Seagate HDD Cayman30,559,000$357.3m12.9%
WEC Energy Group Inc70,000,000$84.7m3.1%
PPL Capital Funding Inc67,500,000$76.6m2.8%
Cloudflare Inc55,000,000$70.9m2.6%
HDB HDFC Bank Ltd1,972,276$50.6m1.8%
RYAAY Ryanair Holdings PLC731,344$47.2m1.7%
Wayfair Inc30,684,000$46.9m1.7%
Pinnacle West Capital Corp37,000,000$44.3m1.6%
Akamai Technologies Inc35,000,000$42.1m1.5%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1724517")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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