Lotus Technology Management, LP: 13F holdings
CIK 20952432026Q2
| Positions | 78 |
|---|
| Reported value | $81.5m |
|---|
| Filed | 2026-08-14 |
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Change since last quarter
| Positions | 78 (+41 vs prior quarter) |
|---|
| Reported value | $81.5m (+201.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SMH VANECK ETF TRUST | 12,291 | $9.0m | 11.0% |
| LLY ELI LILLY & CO | 3,128 | $3.8m | 4.6% |
| SIMILARWEB LTD | 531,409 | $3.4m | 4.2% |
| WSM WILLIAMS SONOMA INC | 14,154 | $3.3m | 4.0% |
| TTWO TAKE-TWO INTERACTIVE SOFTWAR | 12,756 | $3.2m | 3.9% |
| AFRM AFFIRM HLDGS INC | 31,909 | $2.7m | 3.3% |
| LTH LIFE TIME GROUP HOLDINGS INC | 63,779 | $2.6m | 3.2% |
| BURL BURLINGTON STORES INC | 6,699 | $2.1m | 2.6% |
| BRBR BELLRING BRANDS INC | 147,126 | $2.1m | 2.6% |
| CAKE CHEESECAKE FACTORY INC | 23,515 | $1.9m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2095243")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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