Fund Holdings

Ovata Capital Management Ltd

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
Jazz Investments I Ltd(JAZZ)068,136,000+68,136,000082,954,21711.60%+82,954,217
PPL Capital Funding Inc(PPL)050,000,000+50,000,000058,602,5008.19%+58,602,500
HDFC Bank Ltd(HDB)277,3321,986,361+1,709,02910,022,19547,345,3966.62%+37,323,201
Alibaba Group Holding Ltd(BABA)026,000,000+26,000,000036,090,6005.04%+36,090,600
WEC Energy Group Inc(WEC)027,409,000+27,409,000033,088,4194.62%+33,088,419
Coinbase Global Inc(COIN)032,944,000+32,944,000032,692,3084.57%+32,692,308
Pinnacle West Capital Corp(PNW)022,500,000+22,500,000025,845,0753.61%+25,845,075
Southern Co/The(SO)019,500,000+19,500,000021,657,0903.03%+21,657,090
Grayscale Bitcoin Mini Trust ETF(BTC)0567,872+567,872017,029,2322.38%+17,029,232
CenterPoint Energy Inc(CNP)014,000,000+14,000,000016,622,3402.32%+16,622,340
MKS Inc(MKSI)010,000,000+10,000,000016,589,9002.32%+16,589,900
Starwood Property Trust Inc(STWD)015,500,000+15,500,000015,811,5502.21%+15,811,550
NextEra Energy Inc(NEE)0250,000+250,000012,576,0001.76%+12,576,000
Whirlpool Corp(WHR)0300,000+300,000012,368,7001.73%+12,368,700
Ormat Technologies Inc(ORA)07,500,000+7,500,00009,825,6001.37%+9,825,600
H World Group Ltd(HTHT)06,000,000+6,000,00008,099,5801.13%+8,099,580
NIO Inc(NIO)07,500,000+7,500,00007,438,5751.04%+7,438,575
Li Auto Inc(LI)06,000,000+6,000,00005,994,0000.84%+5,994,000
Callaway Golf Co(CALY)04,000,000+4,000,00003,991,2800.56%+3,991,280
iQIYI Inc(IQ)04,000,000+4,000,00003,672,7200.51%+3,672,720
Ryanair Holdings PLC(RYAAY)981,3831,320,926+339,54371,968,86775,574,28910.56%+3,605,422
Flowco Holdings Inc(FLOC)0144,000+144,00002,966,4000.41%+2,966,400
Taiwan Semiconductor Manufacturing Co Ltd(TSM)218,258218,101-15767,272,72270,146,4199.80%+2,873,697
Baidu Inc5,00025,700+20,700675,8062,772,1050.39%+2,096,299
Sealed Air Corp22,77370,449+47,676943,4852,962,3800.41%+2,018,895
Under Armour Inc(UA)1,398,7451,398,74506,951,7638,266,5831.16%+1,314,820
Sunococorp LLC(SUNC)52,20052,20002,572,4163,218,1300.45%+645,714
Li Auto Inc(LI)029,000+29,0000500,8740.07%+500,874
Beyond Meat Inc0405,000+405,0000273,4240.04%+273,424
Warner Bros Discovery Inc(WBD)11,80796,954+85,1472,572,3002,662,3570.37%+90,057
DigitalBridge Group Inc(DBRG)101,560101,56001,557,9301,566,0550.22%+8,125
FiscalNote Holdings Inc194,5450-194,5455,9340-5,934
Honda Motor Co Ltd(HMC)14,06214,0620413,673332,2620.05%-81,411
Agenus Inc30,8000-30,80096,7120-96,712
Sony Group Corp(SONY)20,00020,0000513,790401,9790.06%-111,811
Beyond Meat Inc405,0000-405,000315,9360-315,936
Li Auto Inc(LI)29,0000-29,000483,2530-483,253
Zscaler Inc(ZS)3,8800-3,880872,6900-872,690
NetEase Inc(NTES)6,8000-6,800937,4430-937,443
Toyota Motor Corp(TM)4,5000-4,500964,1220-964,122
Synopsys Inc(SNPS)2,6000-2,6001,221,2720-1,221,272
ASE Technology Holding Co Ltd(ASX)352,320214,320-138,0005,784,7904,392,4330.61%-1,392,357
Bitwise Bitcoin ETF(BITB)39,9770-39,9771,896,7570-1,896,757
Alphabet Inc(GOOG)6,4000-6,4002,003,2000-2,003,200
Trip.com Group Ltd(TCOM)111,412115,045+3,6337,930,0875,588,2560.78%-2,341,831
MakeMyTrip Ltd8,4000-8,4002,373,2680-2,373,268
BHP Group Ltd46,1870-46,1872,806,1580-2,806,158
Weibo Corp(WB)3,000,0000-3,000,0003,482,2200-3,482,220
Starwood Property Trust Inc(STWD)3,500,0000-3,500,0003,633,0000-3,633,000
Infosys Ltd(INFY)218,0820-218,0824,011,7320-4,011,732
ICICI Bank Ltd(IBN)144,1000-144,1004,306,0730-4,306,073
Brookfield Renewable Partners LP180,7810-180,7814,875,6640-4,875,664
Fidelity Wise Origin Bitcoin Fund(FBTC)295,558295,558022,490,64217,457,8722.44%-5,032,770
Clearwater Analytics Holdings Inc(CWAN)282,3800-282,3806,811,0060-6,811,006
JBS NV(JBS)499,9830-499,9837,209,7550-7,209,755
H World Group Ltd(HTHT)6,000,0000-6,000,0007,656,1800-7,656,180
NIO Inc(NIO)8,500,0000-8,500,0007,758,3750-7,758,375
Rio Tinto PLC(RIO)100,3710-100,3718,089,3030-8,089,303
Simplify China A Shares PLUS Income ETF360,0000-360,0008,911,8840-8,911,884
FirstEnergy Corp(FE)10,000,0000-10,000,00010,232,4000-10,232,400
Southern Co/The(SO)10,000,0000-10,000,00010,694,7000-10,694,700
Fox Corp(FOX)176,5550-176,55511,463,7160-11,463,716
Alibaba Group Holding Ltd(BABA)102,09632,807-69,28915,867,0504,115,9660.58%-11,751,084
iShares Bitcoin Trust ETF(IBIT)1,142,8051,142,805056,596,27543,936,2816.14%-12,659,994
WEC Energy Group Inc(WEC)13,500,0000-13,500,00015,291,9900-15,291,990
CyberArk Software Ltd36,2800-36,28016,183,0570-16,183,057
Coinbase Global Inc(COIN)22,500,0000-22,500,00022,498,2000-22,498,200
Jazz Investments I Ltd(JAZZ)24,677,0000-24,677,00028,625,5670-28,625,567
Pinnacle West Capital Corp(PNW)28,000,0000-28,000,00029,955,8000-29,955,800
Ford Motor Co(F)35,000,0000-35,000,00036,335,2500-36,335,250
Cloudflare Inc(NET)33,245,0000-33,245,00038,990,0680-38,990,068
Alibaba Group Holding Ltd(BABA)31,000,0000-31,000,00048,199,1100-48,199,110
Snowflake Inc(SNOW)32,500,0000-32,500,00048,453,6000-48,453,600
Ionis Pharmaceuticals Inc(IONS)37,723,0000-37,723,00051,860,8260-51,860,826
Spotify USA Inc(SPOT)87,500,0000-87,500,00099,623,1250-99,623,125
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