Investor
Oasis Management Co Ltd.
CIK 0001317904 · filed 2026-05-15 · SEC filing
13F book
$1.72B
Positions
104
13 new · 9 sold
Largest name
15.6%
Vail Resorts Inc · MTN
Est. mark
−$19.1M
Price effect on 91 names still held. Flow $90.7M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vail Resorts Inc | MTN | 2.09M | $268M | 15.6% | −$8.29M | Added$22.1M |
| Hut 8 Corp. | HUT | 2.51M | $117.6M | 6.9% | $2.24M | Added$11.6M |
| Alibaba Group Hldg Ltd | — | 50M | $69.3M | 4.0% | −$8.3M | Cut−$23.8M |
| VNET Group, Inc. | VNET | 4.62M | $38.8M | 2.3% | −$241.4K | Added$9.57M |
| Core Scientific Inc New | — | 2.34M | $35.1M | 2.0% | $937.5K | Cut−$3.43M |
| Stratus Pptys Inc | — | 1.13M | $34.6M | 2.0% | $7.19M | Held |
| Applied Digital Corp. | APLD | 1.03M | $24.5M | 1.4% | −$571.6K | Added$6.55M |
| VNET Group, Inc. | VNET | 20M | $22.4M | 1.3% | — | New |
| Rb Global Inc. | RBA | 183.2K | $17.6M | 1.0% | −$1.29M | Held |
| Gds Hldgs Ltd | — | 414.5K | $16.7M | 1.0% | — | New |
| New Oriental Ed & Technology | — | 294.4K | $16.7M | 1.0% | $248.7K | Added$8.12M |
| RLX Technology Inc. | RLX | 6.5M | $14.3M | 0.8% | −$844.7K | Held |
| Gigacloud Technology Inc | GCT | 313K | $14.2M | 0.8% | $1.91M | Held |
| PDD Holdings Inc. | PDD | 114K | $11.6M | 0.7% | — | New |
| Acm Resh Inc | — | 270.1K | $10.6M | 0.6% | −$23.4K | Added$1.4M |
| Wendys Co | — | 1.51M | $10.5M | 0.6% | −$16.4K | Added$10.4M |
| Theravance Biopharma, Inc. | TBPH | 583.5K | $9.47M | 0.6% | −$1.45M | Cut−$4.14M |
| USA TODAY Co., Inc. | TDAY | 1.33M | $9.38M | 0.5% | — | New |
| H World Group Ltd | — | 184.9K | $9.3M | 0.5% | $599K | Held |
| Beyond Meat, Inc. | BYND | 10M | $8M | 0.5% | $2 | Held |
| Autohome Inc. | ATHM | 368K | $6.39M | 0.4% | −$1.8M | Held |
| Jd.Com Inc | — | 187.5K | $5.54M | 0.3% | $143.7K | Added$803.5K |
| Trip Com Group Ltd | — | 5M | $5.17M | 0.3% | −$973.7K | Held |
| Anteris Technologies Global Corp. | AVR | 865.6K | $4.8M | 0.3% | $42.5K | Added$4.42M |
| Lumentum Hldgs Inc | — | 6.83K | $4.8M | 0.3% | $2.09M | Added$2.5M |
| Futu Hldgs Ltd | — | 30K | $4.1M | 0.2% | −$823.5K | Held |
| Qfin Holdings Inc | — | 314.8K | $4.06M | 0.2% | −$2M | Held |
| Lexinfintech Hldgs Ltd | — | 1.74M | $3.8M | 0.2% | −$1.9M | Held |
| Perfect Corp | — | 2.2M | $3.72M | 0.2% | −$264.1K | Held |
| Sequans Communications S A | — | 1.41M | $3.57M | 0.2% | −$2.77M | Held |
| iQIYI, Inc. | IQ | 2.23M | $3.02M | 0.2% | −$1.27M | Held |
| Kt Corp | KT | 135K | $2.9M | 0.2% | $334.9K | Cut−$3.91M |
| Finvolution Group | — | 511.3K | $2.45M | 0.1% | — | New |
| Nio Inc | — | 2.25M | $2.29M | 0.1% | $175.7K | Held |
| Metals Acquisition Corp Ii | — | 200K | $2.02M | 0.1% | — | New |
| Eightco Holdings Inc. | ORBS | 2M | $1.86M | 0.1% | — | New |
| Alibaba Group Hldg Ltd | — | 13.5K | $1.7M | 0.1% | −$285.1K | Added−$279.7K |
| Nvidia Corp | NVDA | 8K | $1.4M | 0.1% | — | New |
| GreenTree Hospitality Group Ltd. | GHG | 1.1M | $1.39M | 0.1% | −$472.7K | Held |
| Dave Inc | — | 6.37K | $1.11M | 0.1% | −$301.4K | Held |
| Taiwan Semiconductor Mfg Ltd | — | 3K | $1.01M | 0.1% | $102.2K | Held |
| Forafric Global Plc | — | 100K | $965K | 0.1% | −$138K | Held |
| Lanvin Group Holdings Limite | — | 581.3K | $877.8K | 0.1% | −$290.7K | Held |
| Broadcom Inc. | AVGO | 2.68K | $829.5K | 0.0% | −$98.1K | Cut−$6.5M |
| Yd Bio Ltd | — | 100K | $770K | 0.0% | −$449K | Held |
| HUYA Inc. | HUYA | 230K | $759K | 0.0% | — | New |
| Alliance Entertainment Holdi | — | 100K | $655K | 0.0% | −$153K | Held |
| Prenetics Global Ltd | — | 33.3K | $644K | 0.0% | $119K | Held |
| Zhihu Inc | — | 225K | $639K | 0.0% | −$99K | Held |
| Palladyne Ai Corp | — | 100K | $607K | 0.0% | $181K | Held |
| Cisco Sys Inc | — | 7.5K | $581.9K | 0.0% | $4.2K | Held |
| Axt Inc | AXTI | 10K | $569.8K | 0.0% | $406.3K | Held |
| Agora, Inc. | API | 153.9K | $544.8K | 0.0% | −$81.6K | Held |
| Satellogic Inc | — | 100K | $544K | 0.0% | $357K | Held |
| Arcelormittal Sa Luxembourg | — | 10K | $519.8K | 0.0% | — | New |
| ATRenew Inc. | RERE | 100K | $469K | 0.0% | −$61K | Held |
| Baidu Inc | — | 4.1K | $456.8K | 0.0% | −$78.9K | Cut−$346.7K |
| Tuya Inc. | TUYA | 196.8K | $454.7K | 0.0% | $39.4K | Held |
| Niocorp Devs Ltd | — | 100K | $446K | 0.0% | −$84K | Held |
| V F Corp | VFC | 25K | $424.8K | 0.0% | — | New |
| Weride Inc | — | 51.6K | $417.7K | 0.0% | — | New |
| Brand Engagement Network Inc | — | 10K | $379K | 0.0% | $355.8K | Cut$147K |
| Anghami Inc | — | 100K | $376K | 0.0% | −$1K | Held |
| Bigbear Ai Hldgs Inc | — | 100K | $352K | 0.0% | −$188K | Held |
| Nextdoor Holdings, Inc. | NXDR | 250K | $350K | 0.0% | −$175K | Held |
| Gogoro Inc | — | 100K | $348K | 0.0% | $74K | Held |
| Olaplex Hldgs Inc | — | 165.3K | $335.5K | 0.0% | $114K | Cut$72.1K |
| Here Group Ltd | HERE | 93.8K | $331.9K | 0.0% | −$147.2K | Held |
| The Oncology Institute Inc | — | 100K | $307K | 0.0% | −$49K | Held |
| Uxin Ltd | UXIN | 97.6K | $299.7K | 0.0% | −$29.3K | Held |
| Royalty Mgmt Hldg Corp | — | 100K | $297K | 0.0% | −$12K | Held |
| Teradyne, Inc | TER | 1K | $296.5K | 0.0% | $102.9K | Cut−$1.06M |
| Sky Harbour Group Corporatio | — | 29.4K | $283.5K | 0.0% | $19.4K | Held |
| Celestica Inc | CLS | 937 | $263.9K | 0.0% | −$13.1K | Cut−$2.38M |
| Mosaic Co New | MOS | 10K | $255K | 0.0% | — | New |
| High Templar Technology Ltd | — | 127.9K | $248.1K | 0.0% | −$205.9K | Held |
| Coincheck Group Nv | — | 160.4K | $237.4K | 0.0% | −$166.8K | Held |
| Airship Ai Hldgs Inc | — | 100K | $226K | 0.0% | −$63K | Held |
| Bridger Aerospace Grp Hldgs | — | 100K | $198K | 0.0% | $15K | Held |
| Abacus Global Mgmt Inc | — | 23K | $181.2K | 0.0% | −$15.4K | Held |
| Tmc The Metals Company Inc | — | 37.7K | $176.1K | 0.0% | −$56.5K | Held |
| Zkh Group Ltd | ZKH | 50K | $148K | 0.0% | −$36K | Held |
| Spectral Ai Inc | — | 100K | $147K | 0.0% | $5K | Held |
| Granite Ridge Resources, Inc. | GRNT | 25K | $146.8K | 0.0% | $29.3K | Held |
| Gdev Inc | — | 10K | $140K | 0.0% | −$10K | Held |
| Yatsen Hldg Ltd | — | 45K | $138.6K | 0.0% | −$36.5K | Held |
| Suncar Technology Group Inc | — | 66.9K | $113.7K | 0.0% | −$21.4K | Held |
| Viomi Technology Co., Ltd | VIOT | 100K | $111K | 0.0% | −$73K | Held |
| Above Food Ingredients Inc. | ABVEF | 100K | $101K | 0.0% | −$62K | Held |
| Ecarx Holdings Inc | — | 100K | $97.8K | 0.0% | −$74.2K | Held |
| AlTi Global, Inc. | ALTI | 25K | $90.5K | 0.0% | −$25.5K | Held |
| Cheche Group Inc | — | 100K | $88.4K | 0.0% | $5.4K | Held |
| Perfect Corp | — | 50K | $84.5K | 0.0% | −$6K | Held |
| Envoy Medical Inc | — | 100K | $66.5K | 0.0% | $400 | Held |
| Arbe Robotics Ltd | — | 100K | $61K | 0.0% | −$57K | Held |
| Australian Oilseeds Hldgs Lt | — | 100K | $59.9K | 0.0% | $8.4K | Held |
| Moolec Science Sa | — | 10K | $59.2K | 0.0% | $56.7K | Held |
| Cronos Group Inc. | CRON | 22.8K | $57.2K | 0.0% | −$2.74K | Cut−$2.35M |
| Valens Semiconductor Ltd | — | 50K | $56.5K | 0.0% | −$14.5K | Held |
| BILL Holdings, Inc. | BILL | 50K | $44.4K | 0.0% | −$1.52K | Held |
| Sunpower Inc | — | 18K | $22.9K | 0.0% | −$5.41K | Held |
| Cxapp Inc | — | 100K | $18.1K | 0.0% | −$15.2K | Held |
| Silexion Therapeutics Corp | — | 11.1K | $14.2K | 0.0% | −$7.11K | Held |
| Megan Hldgs Ltd | — | 17.4K | $3.05K | 0.0% | −$23.6K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.