Athos Capital Ltd
Net seller this quarter
$282M
34
-$49.5M
75.3%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 WBD | $46.6M | 16.54% | 0.07% | +0.2% | Q1 2026 |
 MOMO | $43.2M | 15.33% | 5.07% | -0.5% | Q4 2025 |
 BEKE | $31.9M | 11.30% | Not reported | -2.5% | Q3 2025 |
 NSC | $23.8M | 8.43% | 0.03% | +235.4% | Q3 2025 |
| WBS | $15.3M | 5.42% | 0.12% | +33.3% | Q1 2026 |
 KVUE | $13M | 4.63% | 0.04% | -60.9% | Q3 2025 |
 QRVO | $11.2M | 3.97% | 0.14% | New | Q2 2026 |
 CZR | $10.8M | 3.83% | 0.18% | Not reported | Q2 2020 |
 TXNM | $8.95M | 3.18% | 0.14% | -1.7% | Q4 2022 |
 CHA | $7.63M | 2.71% | 0.33% | Not reported | Q2 2025 |
 TECH | $7.07M | 2.51% | 0.06% | New | Q2 2026 |
 BHF | $6.33M | 2.25% | 0.17% | -23.1% | Q1 2026 |
| LBRDK | $6.31M | 2.24% | Not reported | Not reported | Q3 2024 |
 MMYT | $4.92M | 1.75% | Not reported | Not reported | Q1 2026 |
| CPRX | $4.72M | 1.67% | 0.12% | New | Q2 2026 |
 JOYY | $4.48M | 1.59% | Not reported | Not reported | Q3 2021 |
 PEN | $3.52M | 1.25% | 0.03% | Not reported | Q1 2026 |
 FACTU | $2.71M | 0.96% | Not reported | Not reported | Q4 2024 |
| AVNS | $2.49M | 0.88% | 0.21% | New | Q2 2026 |
 RNA | $1.45M | 0.52% | 0.63% | Not reported | Q1 2026 |
 SLAB | $1.36M | 0.48% | 0.02% | Not reported | Q1 2026 |
 DYNCU | $1.36M | 0.48% | Not reported | Not reported | Q4 2024 |
 BEAGU | $1.11M | 0.39% | Not reported | Not reported | Q4 2024 |
 OACCU | $550K | 0.20% | Not reported | Not reported | Q4 2024 |
 HUYA | $352K | 0.12% | 0.07% | Not reported | Q4 2023 |
 ENRD | $216K | 0.08% | Not reported | New | Q2 2026 |
 BAERW | $127K | 0.05% | Not reported | Not reported | Q2 2023 |
 ECXWW | $119K | 0.04% | Not reported | Not reported | Q4 2022 |
 DOYU | $111K | 0.04% | 0.08% | Not reported | Q4 2020 |
| ENRDW | $108K | 0.04% | Not reported | New | Q2 2026 |
 COCHW | $23K | 0.01% | Not reported | Not reported | Q4 2023 |
 SPWRW | $20K | 0.01% | Not reported | Not reported | Q2 2022 |
 SDSTW | $18K | 0.01% | Not reported | Not reported | Q3 2024 |
 MRNOW | $10K | 0.00% | Not reported | Not reported | Q1 2024 |
| Q1 2026 | |||||
| WBD | $47.9M | 14.77% | 0.07% | New | Q1 2026 |
| MOMO | $43.1M | 13.29% | 5.09% | +3.5% | Q4 2025 |
| BEKE | $33.7M | 10.38% | Not reported | -7.0% | Q3 2025 |
| KVUE | $30.1M | 9.28% | 0.09% | -49.5% | Q3 2025 |
 VIPS | $23.2M | 7.16% | 0.13% | New | Q1 2026 |
| HOLX | $14.9M | 4.59% | 0.09% | +15.8% | Q4 2025 |
| GTLS | $13.5M | 4.16% | 0.14% | +16.4% | Q3 2025 |
| WBS | $10.4M | 3.21% | 0.09% | New | Q1 2026 |
| FOLD | $10.1M | 3.10% | 0.22% | +15.9% | Q4 2025 |
| LBRDK | $9.54M | 2.94% | Not reported | +16.0% | Q3 2024 |
| TXNM | $9.37M | 2.89% | 0.14% | +16.0% | Q4 2022 |
| EA | $8.6M | 2.65% | Not reported | New | Q1 2026 |
| BHF | $7.78M | 2.40% | 0.23% | New | Q1 2026 |
| ACLX | $7.45M | 2.30% | 0.11% | New | Q1 2026 |
| NSC | $6.46M | 1.99% | 0.01% | +16.1% | Q3 2025 |
| CHA | $5.91M | 1.82% | 0.33% | +337.0% | Q2 2025 |
| JOYY | $3.97M | 1.22% | Not reported | +16.5% | Q3 2021 |
| PEN | $3.67M | 1.13% | 0.03% | New | Q1 2026 |
 RVMD | $3.59M | 1.11% | 0.02% | New | Q1 2026 |
| MMYT | $3.44M | 1.06% | Not reported | New | Q1 2026 |
| FACTU | $2.67M | 0.82% | Not reported | Not reported | Q4 2024 |
 RNW | $1.51M | 0.47% | Not reported | -35.0% | Q4 2025 |
| RNA | $1.44M | 0.44% | 0.63% | +485.0% | Q1 2026 |
| DYNCU | $1.36M | 0.42% | Not reported | Not reported | Q4 2024 |
| SLAB | $1.29M | 0.40% | 0.02% | New | Q1 2026 |
| BEAGU | $1.08M | 0.33% | Not reported | Not reported | Q4 2024 |
| OACCU | $534K | 0.16% | Not reported | Not reported | Q4 2024 |
| HUYA | $505K | 0.16% | 0.07% | +13.2% | Q4 2023 |
 LANWF | $238K | 0.07% | Not reported | Not reported | Q4 2022 |
| BAERW | $131K | 0.04% | Not reported | Not reported | Q2 2023 |
| DOYU | $120K | 0.04% | 0.08% | +13.3% | Q4 2020 |
| ECXWW | $90K | 0.03% | Not reported | Not reported | Q4 2022 |
| SPWRW | $36K | 0.01% | Not reported | Not reported | Q2 2022 |
| SDSTW | $27K | 0.01% | Not reported | Not reported | Q3 2024 |
| COCHW | $19K | 0.01% | Not reported | Not reported | Q4 2023 |
| MRNOW | $18K | 0.01% | Not reported | Not reported | Q1 2024 |
 ZOOZW | $5K | 0.00% | Not reported | Not reported | Q2 2024 |
 PIIIW | $2K | 0.00% | Not reported | Not reported | Q4 2021 |
 ASBPW | $1K | 0.00% | Not reported | Not reported | Q4 2022 |
| Q4 2025 | |||||
| KVUE | $59.6M | 22.86% | 0.18% | +38.3% | Q3 2025 |
| MOMO | $47.4M | 18.15% | 4.92% | New | Q4 2025 |
| BEKE | $38.1M | 14.60% | Not reported | -3.3% | Q3 2025 |
| RNAM | $13.3M | 5.10% | 0.12% | New | Q4 2025 |
| HOLX | $12.7M | 4.85% | 0.08% | New | Q4 2025 |
| GTLS | $11.6M | 4.43% | 0.12% | -3.1% | Q3 2025 |
| CDTX | $8.84M | 3.39% | 0.13% | New | Q4 2025 |
| FOLD | $8.54M | 3.27% | 0.19% | New | Q4 2025 |
| TXNM | $8.13M | 3.12% | 0.13% | -3.3% | Q4 2022 |
| LBRDK | $7.95M | 3.05% | Not reported | -3.3% | Q3 2024 |
| NSC | $5.6M | 2.15% | 0.01% | -3.0% | Q3 2025 |
| JOYY | $3.78M | 1.45% | Not reported | -2.2% | Q3 2021 |
| CFLT | $3.45M | 1.32% | 0.10% | New | Q4 2025 |
| RNW | $2.87M | 1.10% | Not reported | New | Q4 2025 |
 TASK | $2.84M | 1.09% | Not reported | +67.0% | Q2 2025 |
| FACTU | $2.63M | 1.01% | Not reported | Not reported | Q4 2024 |
| CHA | $1.69M | 0.65% | 0.08% | -16.7% | Q2 2025 |
| DYNCU | $1.36M | 0.52% | Not reported | Not reported | Q4 2024 |
 BL | $1.11M | 0.42% | 0.03% | New | Q4 2025 |
| BEAGU | $1.06M | 0.41% | Not reported | Not reported | Q4 2024 |
| OACCU | $536K | 0.21% | Not reported | Not reported | Q4 2024 |
| HUYA | $389K | 0.15% | 0.06% | -2.2% | Q4 2023 |
| LANWF | $317K | 0.12% | Not reported | Not reported | Q4 2022 |
| ECXWW | $159K | 0.06% | Not reported | Not reported | Q4 2022 |
| DOYU | $143K | 0.05% | 0.07% | -2.3% | Q4 2020 |
| SPWRW | $44K | 0.02% | Not reported | Not reported | Q2 2022 |
| SDSTW | $35K | 0.01% | Not reported | Not reported | Q3 2024 |
| MRNOW | $25K | 0.01% | Not reported | Not reported | Q1 2024 |
| COCHW | $19K | 0.01% | Not reported | Not reported | Q4 2023 |
| ASBPW | $3K | 0.00% | Not reported | Not reported | Q4 2022 |
| PIIIW | $3K | 0.00% | Not reported | Not reported | Q4 2021 |
| Q3 2025 | |||||
| BEKE | $47.5M | 29.76% | Not reported | New | Q3 2025 |
| KVUE | $40.6M | 25.42% | 0.13% | New | Q3 2025 |
| GTLS | $11.6M | 7.26% | 0.13% | New | Q3 2025 |
| LBRDK | $10.7M | 6.73% | Not reported | Not reported | Q3 2024 |
| TXNM | $8.08M | 5.06% | 0.13% | Not reported | Q4 2022 |
| MRUS | $7.53M | 4.72% | 0.11% | New | Q3 2025 |
| NSC | $6.01M | 3.76% | 0.01% | New | Q3 2025 |
| JOYY | $3.5M | 2.19% | Not reported | +8.6% | Q3 2021 |
| CHA | $2.89M | 1.81% | 0.18% | +7.1% | Q2 2025 |
| FACTU | $2.6M | 1.63% | Not reported | Not reported | Q4 2024 |
| TASK | $2.57M | 1.61% | Not reported | -27.9% | Q2 2025 |
 PNFP | $2.12M | 1.33% | 0.03% | New | Q3 2025 |
| DYNCU | $1.44M | 0.90% | Not reported | -50.0% | Q4 2024 |
| BEAGU | $1.07M | 0.67% | Not reported | Not reported | Q4 2024 |
| IPG | $749K | 0.47% | 0.01% | +7.3% | Q1 2025 |
| OACCU | $533K | 0.33% | Not reported | Not reported | Q4 2024 |
| HUYA | $461K | 0.29% | 0.06% | +8.6% | Q4 2023 |
| LANWF | $328K | 0.21% | Not reported | Not reported | Q4 2022 |
| ECXWW | $186K | 0.12% | Not reported | Not reported | Q4 2022 |
| DOYU | $162K | 0.10% | 0.07% | +8.2% | Q4 2020 |
 SOHU | $138K | 0.09% | 0.03% | Not reported | Q4 2023 |
| MRNOW | $110K | 0.07% | Not reported | Not reported | Q1 2024 |
 CORZ | $76K | 0.05% | 0.00% | New | Q3 2025 |
| SPWRW | $50K | 0.03% | Not reported | Not reported | Q2 2022 |
| SDSTW | $35K | 0.02% | Not reported | Not reported | Q3 2024 |
| COCHW | $22K | 0.01% | Not reported | Not reported | Q4 2023 |