Oasis Management Co Ltd.
Net seller this quarter
$1.88B
100
-$121M
38.4%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 MTN | $317M | 16.90% | 6.54% | +11.5% | Q2 2025 |
 APLD | $187M | 9.95% | 1.74% | +384.8% | Q2 2022 |
 ACMR | $34.8M | 1.86% | 0.65% | +1.6% | Q1 2020 |
 HUT | $31.4M | 1.67% | 0.22% | -89.2% | Q2 2025 |
 CORZ | $30.7M | 1.64% | 0.38% | -48.8% | Q4 2025 |
 VNET | $27.7M | 1.48% | 3.58% | -25.3% | Q1 2021 |
| STRS | $27.6M | 1.47% | 12.04% | -15.3% | Q2 2016 |
 TDAY | $26.3M | 1.40% | 2.10% | +131.5% | Q1 2026 |
 RBA | $21.3M | 1.14% | 0.10% | Not reported | Q3 2023 |
 GDS | $17.4M | 0.93% | 0.06% | +39.6% | Q1 2026 |
 PLTR | $14.3M | 0.76% | 0.01% | New | Q2 2026 |
 RLX | $12.3M | 0.66% | 0.42% | Not reported | Q4 2021 |
| TBPH | $9.92M | 0.53% | 1.12% | Not reported | Q3 2022 |
 GCT | $9.89M | 0.53% | 3.36% | Not reported | Q4 2024 |
 EDU | $7.47M | 0.40% | 0.01% | -44.8% | Q1 2016 |
 ATHM | $7M | 0.37% | 0.08% | Not reported | Q1 2024 |
 KT | $6.91M | 0.37% | 0.17% | +196.2% | Q4 2015 |
 AMD | $6.27M | 0.33% | 0.00% | Not reported | Q1 2018 |
 QFIN | $4.98M | 0.27% | 0.13% | Not reported | Q1 2021 |
 SQNS | $4.8M | 0.26% | 0.09% | Not reported | Q2 2025 |
 TME | $4.18M | 0.22% | 0.02% | Not reported | Q1 2021 |
 PERF | $3.65M | 0.19% | Not reported | Not reported | Q2 2025 |
 DIN | $3.6M | 0.19% | 0.79% | New | Q2 2026 |
 LX | $3.44M | 0.18% | Not reported | Not reported | Q1 2020 |
 LITE | $2.57M | 0.14% | 0.00% | -56.1% | Q3 2025 |
 FINV | $2.45M | 0.13% | Not reported | Not reported | Q1 2020 |
 DAVEW | $2.37M | 0.13% | Not reported | Not reported | Q1 2024 |
 IQ | $2.32M | 0.12% | 0.65% | Not reported | Q1 2018 |
 MTAL.U | $2.19M | 0.12% | Not reported | Not reported | Q1 2026 |
 SKYH | $2.04M | 0.11% | Not reported | +605.3% | Q2 2024 |
 TSM | $1.43M | 0.08% | 0.00% | Not reported | Q3 2022 |
 ORBS | $1.39M | 0.07% | 0.47% | Not reported | Q1 2026 |
 BABA | $1.3M | 0.07% | 0.00% | Not reported | Q1 2016 |
 GHG | $1.24M | 0.07% | Not reported | Not reported | Q3 2021 |
 NVDA | $1.2M | 0.06% | 0.00% | -25.0% | Q4 2022 |
 AFRIW | $1.01M | 0.05% | Not reported | Not reported | Q3 2025 |
 CSCO | $881K | 0.05% | 0.00% | Not reported | Q3 2025 |
 ZH | $704K | 0.04% | 2.30% | Not reported | Q3 2025 |
 PRENW | $637K | 0.03% | Not reported | Not reported | Q3 2025 |
 API | $614K | 0.03% | 0.04% | Not reported | Q3 2020 |
| PDYNW | $608K | 0.03% | Not reported | Not reported | Q2 2024 |
 MT | $602K | 0.03% | 0.00% | Not reported | Q1 2026 |
 AENTW | $584K | 0.03% | Not reported | Not reported | Q3 2025 |
 SATLW | $572K | 0.03% | Not reported | Not reported | Q3 2024 |
 NXDR | $568K | 0.03% | 0.07% | Not reported | Q4 2021 |
 INTC | $559K | 0.03% | 0.00% | Not reported | Q1 2021 |
 STLNW | $543K | 0.03% | Not reported | Not reported | Q3 2025 |
 HUYA | $529K | 0.03% | 0.10% | Not reported | Q1 2020 |
 TER | $484K | 0.03% | 0.00% | Not reported | Q2 2023 |
 NIOBW | $482K | 0.03% | Not reported | Not reported | Q1 2024 |
| Q1 2026 | |||||
| MTN | $268M | 15.61% | 5.86% | +12.8% | Q2 2025 |
| HUT | $118M | 6.85% | 2.23% | +8.7% | Q2 2025 |
| VNET | $38.8M | 2.26% | 4.79% | +33.9% | Q1 2021 |
| CORZ | $35.1M | 2.04% | 0.74% | -11.4% | Q4 2025 |
| STRS | $34.6M | 2.02% | 14.21% | Not reported | Q2 2016 |
| APLD | $24.5M | 1.43% | 0.36% | +40.9% | Q2 2022 |
| RBA | $17.6M | 1.02% | 0.10% | Not reported | Q3 2023 |
| GDS | $16.7M | 0.97% | 0.04% | New | Q1 2026 |
| EDU | $16.7M | 0.97% | 0.02% | +89.4% | Q1 2016 |
| RLX | $14.3M | 0.83% | 0.42% | Not reported | Q4 2021 |
| GCT | $14.2M | 0.83% | 3.36% | Not reported | Q4 2024 |
 PDD | $11.6M | 0.68% | 0.00% | Not reported | Q2 2022 |
| ACMR | $10.6M | 0.62% | 0.64% | +15.4% | Q1 2020 |
 WEN | $10.5M | 0.61% | 0.79% | +12601.9% | Q4 2025 |
| TBPH | $9.47M | 0.55% | 1.13% | -19.8% | Q3 2022 |
| TDAY | $9.38M | 0.55% | 0.91% | New | Q1 2026 |
 HTHT | $9.3M | 0.54% | 0.01% | Not reported | Q4 2022 |
| ATHM | $6.39M | 0.37% | 0.08% | Not reported | Q1 2024 |
 JD | $5.54M | 0.32% | 0.01% | +13.5% | Q1 2016 |
 AVR | $4.8M | 0.28% | 0.89% | +1039.6% | Q4 2024 |
| LITE | $4.8M | 0.28% | 0.01% | +9.4% | Q3 2025 |
 FUTU | $4.1M | 0.24% | 0.01% | Not reported | Q2 2022 |
| QFIN | $4.06M | 0.24% | 0.13% | Not reported | Q1 2021 |
| LX | $3.8M | 0.22% | Not reported | Not reported | Q1 2020 |
| PERF | $3.72M | 0.22% | Not reported | Not reported | Q2 2025 |
| SQNS | $3.57M | 0.21% | 0.09% | Not reported | Q2 2025 |
| IQ | $3.02M | 0.18% | 0.65% | Not reported | Q1 2018 |
| KT | $2.9M | 0.17% | 0.06% | -62.3% | Q4 2015 |
| FINV | $2.45M | 0.14% | Not reported | Not reported | Q1 2020 |
| MTAL.U | $2.02M | 0.12% | Not reported | New | Q1 2026 |
| ORBS | $1.86M | 0.11% | 0.54% | New | Q1 2026 |
| BABA | $1.7M | 0.10% | 0.00% | +0.3% | Q1 2016 |
| NVDA | $1.4M | 0.08% | 0.00% | Not reported | Q4 2022 |
| GHG | $1.39M | 0.08% | Not reported | Not reported | Q3 2021 |
| DAVEW | $1.11M | 0.06% | Not reported | Not reported | Q1 2024 |
| TSM | $1.01M | 0.06% | 0.00% | Not reported | Q3 2022 |
| AFRIW | $965K | 0.06% | Not reported | Not reported | Q3 2025 |
 LANWF | $878K | 0.05% | Not reported | Not reported | Q3 2025 |
 AVGO | $829K | 0.05% | 0.00% | -87.4% | Q1 2024 |
 YDESW | $770K | 0.04% | Not reported | Not reported | Q3 2025 |
| HUYA | $759K | 0.04% | 0.10% | Not reported | Q1 2020 |
| AENTW | $655K | 0.04% | Not reported | Not reported | Q3 2025 |
| PRENW | $644K | 0.04% | Not reported | Not reported | Q3 2025 |
| ZH | $639K | 0.04% | 2.30% | Not reported | Q3 2025 |
| PDYNW | $607K | 0.04% | Not reported | Not reported | Q2 2024 |
| CSCO | $582K | 0.03% | 0.00% | Not reported | Q3 2025 |
 AXTI | $570K | 0.03% | 0.02% | Not reported | Q4 2025 |
| API | $545K | 0.03% | 0.04% | Not reported | Q3 2020 |
| SATLW | $544K | 0.03% | Not reported | Not reported | Q3 2024 |
| MT | $520K | 0.03% | 0.00% | New | Q1 2026 |
| Q4 2025 | |||||
| MTN | $246M | 15.94% | 5.17% | +81.9% | Q2 2025 |
| HUT | $106M | 6.87% | 2.10% | +662.3% | Q2 2025 |
| CORZ | $38.5M | 2.50% | 0.84% | New | Q4 2025 |
| VNET | $29.2M | 1.89% | 3.58% | Not reported | Q1 2021 |
| STRS | $27.4M | 1.78% | 14.25% | -0.1% | Q2 2016 |
| RBA | $18.9M | 1.22% | 0.10% | Not reported | Q3 2023 |
| APLD | $18M | 1.16% | 0.26% | -29.1% | Q2 2022 |
| RLX | $15.1M | 0.98% | 0.41% | +2.4% | Q4 2021 |
| TBPH | $13.6M | 0.88% | 1.42% | -35.0% | Q3 2022 |
| GCT | $12.3M | 0.80% | 3.36% | Not reported | Q4 2024 |
| ACMR | $9.23M | 0.60% | 0.55% | Not reported | Q1 2020 |
| HTHT | $8.7M | 0.56% | 0.01% | Not reported | Q4 2022 |
| EDU | $8.55M | 0.55% | 0.01% | Not reported | Q1 2016 |
| ATHM | $8.19M | 0.53% | 0.08% | Not reported | Q1 2024 |
 TAL | $7.49M | 0.49% | Not reported | Not reported | Q2 2024 |
| AVGO | $7.33M | 0.48% | 0.00% | Not reported | Q1 2024 |
| KT | $6.8M | 0.44% | 0.15% | Not reported | Q4 2015 |
| SQNS | $6.34M | 0.41% | 0.09% | Not reported | Q2 2025 |
| QFIN | $6.07M | 0.39% | 0.13% | +20.6% | Q1 2021 |
| LX | $5.7M | 0.37% | Not reported | +56.9% | Q1 2020 |
 BZ | $5.55M | 0.36% | 0.27% | Not reported | Q4 2024 |
| FUTU | $4.93M | 0.32% | 0.01% | Not reported | Q2 2022 |
| JD | $4.74M | 0.31% | 0.01% | Not reported | Q1 2016 |
 SE | $4.72M | 0.31% | 0.02% | Not reported | Q4 2017 |
| IQ | $4.29M | 0.28% | 0.65% | -4.3% | Q1 2018 |
| PERF | $3.98M | 0.26% | Not reported | Not reported | Q2 2025 |
 CLS | $2.64M | 0.17% | 0.01% | Not reported | Q2 2025 |
 CRON | $2.41M | 0.16% | 0.24% | New | Q4 2025 |
| LITE | $2.3M | 0.15% | 0.01% | -17.8% | Q3 2025 |
| BABA | $1.98M | 0.13% | 0.00% | +145.5% | Q1 2016 |
| GHG | $1.86M | 0.12% | Not reported | Not reported | Q3 2021 |
 AMZN | $1.62M | 0.10% | 0.00% | New | Q4 2025 |
| DAVEW | $1.41M | 0.09% | Not reported | Not reported | Q1 2024 |
| TER | $1.35M | 0.09% | 0.00% | -13.6% | Q2 2023 |
| YDESW | $1.22M | 0.08% | Not reported | Not reported | Q3 2025 |
 AMKR | $1.22M | 0.08% | 0.01% | New | Q4 2025 |
| LANWF | $1.17M | 0.08% | Not reported | Not reported | Q3 2025 |
| AFRIW | $1.1M | 0.07% | Not reported | Not reported | Q3 2025 |
| TSM | $912K | 0.06% | 0.00% | Not reported | Q3 2022 |
| AENTW | $808K | 0.05% | Not reported | Not reported | Q3 2025 |
 BIDU | $804K | 0.05% | Not reported | Not reported | Q1 2016 |
| ZH | $738K | 0.05% | 2.30% | Not reported | Q3 2025 |
| API | $626K | 0.04% | 0.04% | Not reported | Q3 2020 |
| CSCO | $578K | 0.04% | 0.00% | -50.0% | Q3 2025 |
 BBAI | $540K | 0.04% | 0.02% | Not reported | Q2 2024 |
 RERE | $530K | 0.03% | 0.53% | Not reported | Q3 2025 |
| NIOBW | $530K | 0.03% | Not reported | Not reported | Q1 2024 |
| NXDR | $525K | 0.03% | 0.07% | Not reported | Q4 2021 |
| PRENW | $525K | 0.03% | Not reported | Not reported | Q3 2025 |
 HERE | $479K | 0.03% | 0.20% | Not reported | Q2 2025 |
| Q3 2025 | |||||
| MTN | $152M | 14.67% | 2.84% | +8.2% | Q2 2025 |
| VNET | $35.6M | 3.43% | 3.58% | -1.1% | Q1 2021 |
| STRS | $24M | 2.31% | 14.05% | -0.2% | Q2 2016 |
| APLD | $23.7M | 2.28% | 0.38% | Not reported | Q2 2022 |
| RBA | $19.9M | 1.91% | 0.10% | Not reported | Q3 2023 |
| RLX | $16.7M | 1.61% | 0.40% | +5.1% | Q4 2021 |
| TBPH | $16.3M | 1.57% | 2.21% | Not reported | Q3 2022 |
| SQNS | $13.4M | 1.29% | 5.61% | 0.0% | Q2 2025 |
| HUT | $10.5M | 1.02% | 0.28% | -1.7% | Q2 2025 |
| ATHM | $10.5M | 1.01% | 0.08% | Not reported | Q1 2024 |
| ACMR | $9.16M | 0.88% | 0.55% | -37.9% | Q1 2020 |
| GCT | $8.89M | 0.86% | 3.36% | Not reported | Q4 2024 |
| EDU | $8.25M | 0.80% | 0.01% | +3.3% | Q1 2016 |
| TAL | $7.69M | 0.74% | Not reported | Not reported | Q2 2024 |
| QFIN | $7.51M | 0.72% | 0.09% | +4.7% | Q1 2021 |
| HTHT | $7.23M | 0.70% | 0.01% | -11.9% | Q4 2022 |
| SE | $6.61M | 0.64% | 0.02% | Not reported | Q4 2017 |
| BZ | $6.36M | 0.61% | 0.27% | +12.1% | Q4 2024 |
 BEKE | $6.33M | 0.61% | Not reported | +44.8% | Q1 2022 |
| IQ | $5.98M | 0.58% | 0.68% | +9.4% | Q1 2018 |
| LX | $5.92M | 0.57% | Not reported | Not reported | Q1 2020 |
| JD | $5.78M | 0.56% | 0.01% | Not reported | Q1 2016 |
| FUTU | $5.22M | 0.50% | 0.01% | Not reported | Q2 2022 |
 FWRD | $4.45M | 0.43% | 0.56% | New | Q3 2025 |
| PERF | $4.14M | 0.40% | Not reported | +6.0% | Q2 2025 |
 AMAT | $2.75M | 0.27% | 0.00% | Not reported | Q2 2021 |
| GHG | $2.42M | 0.23% | Not reported | Not reported | Q3 2021 |
| YDESW | $1.95M | 0.19% | Not reported | New | Q3 2025 |
| DAVEW | $1.27M | 0.12% | Not reported | Not reported | Q1 2024 |
| LITE | $1.24M | 0.12% | 0.01% | New | Q3 2025 |
| LANWF | $1.21M | 0.12% | Not reported | New | Q3 2025 |
| ZH | $1.14M | 0.11% | 2.30% | New | Q3 2025 |
| TER | $1.11M | 0.11% | 0.01% | Not reported | Q2 2023 |
 DQ | $1.06M | 0.10% | 0.01% | New | Q3 2025 |
 HPP | $1.05M | 0.10% | 0.10% | New | Q3 2025 |
| CSCO | $1.03M | 0.10% | 0.00% | New | Q3 2025 |
| BABA | $983K | 0.09% | 0.00% | Not reported | Q1 2016 |
| NVDA | $952K | 0.09% | 0.00% | -62.6% | Q4 2022 |
 CAF | $943K | 0.09% | Not reported | -15.0% | Q4 2015 |
| AFRIW | $869K | 0.08% | Not reported | New | Q3 2025 |
| PDYNW | $859K | 0.08% | Not reported | Not reported | Q2 2024 |
| HERE | $846K | 0.08% | 0.20% | +33.9% | Q2 2025 |
| TSM | $838K | 0.08% | 0.00% | Not reported | Q3 2022 |
 CNCKW | $743K | 0.07% | Not reported | New | Q3 2025 |
 CRDO | $699K | 0.07% | 0.00% | Not reported | Q1 2024 |
| AENTW | $681K | 0.07% | Not reported | New | Q3 2025 |
| NIOBW | $668K | 0.06% | Not reported | Not reported | Q1 2024 |
| BBAI | $652K | 0.06% | 0.02% | Not reported | Q2 2024 |
 CMPS | $618K | 0.06% | 0.11% | Not reported | Q2 2021 |
 LESL | $591K | 0.06% | 1.16% | 0.0% | Q2 2025 |