Fund HoldingsOvata Capital Management Ltd

Total Portfolio Value
$823.26M
Total Bought
$448.35M
Total Sold
$93.87M
Net Transaction
+$354.49M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
Spotify USA Inc(SPOT)25,500,00087,500,000+62,000,00034,93399,62312.10%+64,690
Ryanair Holdings PLC(RYAAY)270,592981,383+710,79116,23771,9698.74%+55,732
Ionis Pharmaceuticals Inc(IONS)037,723,000+37,723,000051,8616.30%+51,861
Snowflake Inc(SNOW)032,500,000+32,500,000048,4545.89%+48,454
Cloudflare Inc(NET)033,245,000+33,245,000038,9904.74%+38,990
Pinnacle West Capital Corp(PNW)028,000,000+28,000,000029,9563.64%+29,956
Jazz Investments I Ltd(JAZZ)024,677,000+24,677,000028,6263.48%+28,626
CyberArk Software Ltd036,280+36,280016,1831.97%+16,183
Ford Motor Co(F)20,000,00035,000,000+15,000,00020,27936,3354.41%+16,056
WEC Energy Group Inc(WEC)013,500,000+13,500,000015,2921.86%+15,292
Southern Co/The(SO)010,000,000+10,000,000010,6951.30%+10,695
FirstEnergy Corp(FE)010,000,000+10,000,000010,2321.24%+10,232
HDFC Bank Ltd(HDB)0277,332+277,332010,0221.22%+10,022
Taiwan Semiconductor Manufacturing Co Ltd(TSM)218,258218,258059,31867,2738.17%+7,955
Clearwater Analytics Holdings Inc0282,380+282,38006,8110.83%+6,811
JBS NV(JBS)27,408499,983+472,5754097,2100.88%+6,801
Coinbase Global Inc(COIN)14,605,00022,500,000+7,895,00016,21622,4982.73%+6,283
Fox Corp(FOX)111,555176,555+65,0006,39111,4641.39%+5,073
ICICI Bank Ltd(IBN)0144,100+144,10004,3060.52%+4,306
Starwood Property Trust Inc(STWD)03,500,000+3,500,00003,6330.44%+3,633
Sunococorp LLC(SUNC)052,200+52,20002,5720.31%+2,572
Warner Bros Discovery Inc(WBD)011,807+11,80702,5720.31%+2,572
MakeMyTrip Ltd
SHS
08,400+8,40002,3730.29%+2,373
Infosys Ltd(INFY)145,069218,082+73,0132,3614,0120.49%+1,651
Trip.com Group Ltd(TCOM)82,318111,412+29,0946,3067,9300.96%+1,624
DigitalBridge Group Inc(DBRG)0101,560+101,56001,5580.19%+1,558
BHP Group Ltd22,68746,187+23,5001,2752,8060.34%+1,531
Synopsys Inc(SNPS)02,600+2,60001,2210.15%+1,221
Toyota Motor Corp(TM)04,500+4,50009640.12%+964
Sealed Air Corp022,773+22,77309430.11%+943
Zscaler Inc(ZS)03,880+3,88008730.11%+873
Brookfield Renewable Partners LP
PARTNERSHIP UNIT
174,926180,781+5,8554,5114,8760.59%+364
Beyond Meat Inc0405,000+405,00003160.04%+316
Agenus Inc030,800+30,8000970.01%+97
FiscalNote Holdings Inc194,545194,54501360.00%-7
Baidu Inc5,0005,00006856760.08%-9
Honda Motor Co Ltd(HMC)14,06214,06204364140.05%-23
Under Armour Inc(UA)1,398,7451,398,74506,9806,9520.84%-28
Alphabet Inc(GOOG)9,3006,400-2,9002,2652,0030.24%-262
Sony Group Corp(SONY)27,00020,000-7,0007775140.06%-263
Li Auto Inc(LI)29,00029,00007564830.06%-273
Sana Biotechnology Inc(SANA)100,0000-100,0003550-355
Chagee Holdings Ltd(CHA)27,5000-27,5004550-455
Beyond Meat Inc2,300,0000-2,300,0004570-457
Hologic Inc7,8940-7,8945330-533
Bitwise Bitcoin ETF(BITB)39,97739,97702,4801,8970.23%-583
ARM Holdings PLC7,6050-7,6051,0760-1,076
Rio Tinto PLC(RIO)140,771100,371-40,4009,2798,0890.98%-1,189
NIO Inc(NIO)8,500,0008,500,00008,9527,7580.94%-1,193
HEICO Corp(HEI)5,0000-5,0001,2700-1,270
Mirion Technologies Inc(MIR)100,0000-100,0002,3260-2,326
Weibo Corp(WB)4,500,0003,000,000-1,500,0005,8493,4820.42%-2,367
IAC Inc(PPLI)70,0980-70,0982,3880-2,388
NetEase Inc(NTES)25,3006,800-18,5003,8509370.11%-2,913
PDD Holdings Inc(PDD)3,000,0000-3,000,0002,9750-2,975
Simplify China A Shares PLUS Income ETF
CHINA A SHS PLUS
360,000360,000012,6888,9121.08%-3,776
ASE Technology Holding Co Ltd(ASX)946,821352,320-594,50110,3725,7850.70%-4,587
Fidelity Wise Origin Bitcoin Fund(FBTC)295,558295,558029,39622,4912.73%-6,906
Alibaba Group Holding Ltd(BABA)31,000,00031,000,000057,00448,1995.85%-8,805
H World Group Ltd(HTHT)16,000,0006,000,000-10,000,00017,7737,6560.93%-10,117
Alibaba Group Holding Ltd(BABA)143,855102,096-41,75926,18315,8671.93%-10,316
Trip.com Group Ltd(TCOM)10,000,0000-10,000,00012,7640-12,764
iShares Bitcoin Trust ETF(IBIT)1,142,8051,142,805073,99756,5966.87%-17,400
Uber Technologies Inc(UBER)30,530,0000-30,530,00037,2530-37,253
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