Fund HoldingsOvata Capital Management Ltd

Total Portfolio Value
$715.43M
Total Bought
$472.17M
Total Sold
$565.15M
Net Transaction
-$92.98M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
Jazz Investments I Ltd(JAZZ)068,136,000+68,136,000082,95411.60%+82,954
PPL Capital Funding Inc(PPL)050,000,000+50,000,000058,6038.19%+58,603
HDFC Bank Ltd(HDB)277,3321,986,361+1,709,02910,02247,3456.62%+37,323
Alibaba Group Holding Ltd(BABA)026,000,000+26,000,000036,0915.04%+36,091
WEC Energy Group Inc(WEC)027,409,000+27,409,000033,0884.62%+33,088
Coinbase Global Inc(COIN)032,944,000+32,944,000032,6924.57%+32,692
Pinnacle West Capital Corp(PNW)022,500,000+22,500,000025,8453.61%+25,845
Southern Co/The(SO)019,500,000+19,500,000021,6573.03%+21,657
Grayscale Bitcoin Mini Trust ETF(BTC)0567,872+567,872017,0292.38%+17,029
CenterPoint Energy Inc(CNP)014,000,000+14,000,000016,6222.32%+16,622
MKS Inc(MKSI)010,000,000+10,000,000016,5902.32%+16,590
Starwood Property Trust Inc(STWD)015,500,000+15,500,000015,8122.21%+15,812
NextEra Energy Inc(NEE)0250,000+250,000012,5761.76%+12,576
Whirlpool Corp(WHR)0300,000+300,000012,3691.73%+12,369
Ormat Technologies Inc(ORA)07,500,000+7,500,00009,8261.37%+9,826
H World Group Ltd(HTHT)06,000,000+6,000,00008,1001.13%+8,100
NIO Inc(NIO)07,500,000+7,500,00007,4391.04%+7,439
Li Auto Inc(LI)06,000,000+6,000,00005,9940.84%+5,994
Callaway Golf Co(CALY)04,000,000+4,000,00003,9910.56%+3,991
iQIYI Inc(IQ)04,000,000+4,000,00003,6730.51%+3,673
Ryanair Holdings PLC(RYAAY)981,3831,320,926+339,54371,96975,57410.56%+3,605
Flowco Holdings Inc(FLOC)0144,000+144,00002,9660.41%+2,966
Taiwan Semiconductor Manufacturing Co Ltd(TSM)218,258218,101-15767,27370,1469.80%+2,874
Baidu Inc5,00025,700+20,7006762,7720.39%+2,096
Sealed Air Corp22,77370,449+47,6769432,9620.41%+2,019
Under Armour Inc(UA)1,398,7451,398,74506,9528,2671.16%+1,315
Sunococorp LLC(SUNC)52,20052,20002,5723,2180.45%+646
Li Auto Inc(LI)029,000+29,00005010.07%+501
Beyond Meat Inc0405,000+405,00002730.04%+273
Warner Bros Discovery Inc(WBD)11,80796,954+85,1472,5722,6620.37%+90
DigitalBridge Group Inc(DBRG)101,560101,56001,5581,5660.22%+8
FiscalNote Holdings Inc194,5450-194,54560-6
Honda Motor Co Ltd(HMC)14,06214,06204143320.05%-81
Agenus Inc30,8000-30,800970-97
Sony Group Corp(SONY)20,00020,00005144020.06%-112
Beyond Meat Inc405,0000-405,0003160-316
Li Auto Inc(LI)29,0000-29,0004830-483
Zscaler Inc(ZS)3,8800-3,8808730-873
NetEase Inc(NTES)6,8000-6,8009370-937
Toyota Motor Corp(TM)4,5000-4,5009640-964
Synopsys Inc(SNPS)2,6000-2,6001,2210-1,221
ASE Technology Holding Co Ltd(ASX)352,320214,320-138,0005,7854,3920.61%-1,392
Bitwise Bitcoin ETF(BITB)39,9770-39,9771,8970-1,897
Alphabet Inc(GOOG)6,4000-6,4002,0030-2,003
Trip.com Group Ltd(TCOM)111,412115,045+3,6337,9305,5880.78%-2,342
MakeMyTrip Ltd
SHS
8,4000-8,4002,3730-2,373
BHP Group Ltd46,1870-46,1872,8060-2,806
Weibo Corp(WB)3,000,0000-3,000,0003,4820-3,482
Starwood Property Trust Inc(STWD)3,500,0000-3,500,0003,6330-3,633
Infosys Ltd(INFY)218,0820-218,0824,0120-4,012
ICICI Bank Ltd(IBN)144,1000-144,1004,3060-4,306
Brookfield Renewable Partners LP
PARTNERSHIP UNIT
180,7810-180,7814,8760-4,876
Fidelity Wise Origin Bitcoin Fund(FBTC)295,558295,558022,49117,4582.44%-5,033
Clearwater Analytics Holdings Inc282,3800-282,3806,8110-6,811
JBS NV(JBS)499,9830-499,9837,2100-7,210
H World Group Ltd(HTHT)6,000,0000-6,000,0007,6560-7,656
NIO Inc(NIO)8,500,0000-8,500,0007,7580-7,758
Rio Tinto PLC(RIO)100,3710-100,3718,0890-8,089
Simplify China A Shares PLUS Income ETF
CHINA A SHS PLUS
360,0000-360,0008,9120-8,912
FirstEnergy Corp(FE)10,000,0000-10,000,00010,2320-10,232
Southern Co/The(SO)10,000,0000-10,000,00010,6950-10,695
Fox Corp(FOX)176,5550-176,55511,4640-11,464
Alibaba Group Holding Ltd(BABA)102,09632,807-69,28915,8674,1160.58%-11,751
iShares Bitcoin Trust ETF(IBIT)1,142,8051,142,805056,59643,9366.14%-12,660
WEC Energy Group Inc(WEC)13,500,0000-13,500,00015,2920-15,292
CyberArk Software Ltd36,2800-36,28016,1830-16,183
Coinbase Global Inc(COIN)22,500,0000-22,500,00022,4980-22,498
Jazz Investments I Ltd(JAZZ)24,677,0000-24,677,00028,6260-28,626
Pinnacle West Capital Corp(PNW)28,000,0000-28,000,00029,9560-29,956
Ford Motor Co(F)35,000,0000-35,000,00036,3350-36,335
Cloudflare Inc(NET)33,245,0000-33,245,00038,9900-38,990
Alibaba Group Holding Ltd(BABA)31,000,0000-31,000,00048,1990-48,199
Snowflake Inc(SNOW)32,500,0000-32,500,00048,4540-48,454
Ionis Pharmaceuticals Inc(IONS)37,723,0000-37,723,00051,8610-51,861
Spotify USA Inc(SPOT)87,500,0000-87,500,00099,6230-99,623
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