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LTM

Lotus Technology Management Portfolio holdings

AUM $81.5M
This Fund
S&P 500
This Quarter Est. Return
+6.09%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$180M
AUM Growth
–
Cap. Flow
+$178M
Cap. Flow %
98.94%
Top 10 Hldgs %
26.15%
Holding
147
New
147
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
VSXY
Victoria's Secret
VSXY
+$5.32M
2
ANF icon
Abercrombie & Fitch
ANF
+$4.95M
3
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$4.86M
4
TPR icon
Tapestry
TPR
+$4.74M
5
KR icon
Kroger
KR
+$4.21M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 57.47%
2 Consumer Staples 19.1%
3 Technology 9.12%
4 Industrials 2.02%
5 Communication Services 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BF.B icon
76
Brown-Forman Class B
BF.B
$12.9B
$710K 0.39%
+27,254
New +$767K
TWLO icon
77
Twilio
TWLO
$34.4B
$700K 0.39%
+4,922
New +$610K
WWW icon
78
Wolverine World Wide
WWW
$1.68B
$687K 0.38%
+37,841
New +$764K
GOLF icon
79
Acushnet Holdings
GOLF
$5.04B
$686K 0.38%
+8,591
New +$697K
LH icon
80
Labcorp
LH
$27.4B
$678K 0.38%
+2,702
New +$718K
AMKR icon
81
Amkor Technology
AMKR
$12.1B
$669K 0.37%
+16,949
New +$603K
TDUP icon
82
ThredUp
TDUP
$362M
$660K 0.37%
+103,218
New +$835K
HNST icon
83
The Honest Company
HNST
$590M
$657K 0.37%
+254,780
New +$781K
BBWI icon
84
Bath & Body Works
BBWI
$3.54B
$654K 0.36%
+32,573
New +$719K
NKE icon
85
Nike
NKE
$58.6B
$642K 0.36%
+10,079
New +$657K
NRDS icon
86
NerdWallet
NRDS
$647M
$620K 0.34%
+45,769
New +$599K
AZO icon
87
AutoZone
AZO
$49.4B
$614K 0.34%
+181
New +$684K
UHAL icon
88
U-Haul Holding Co
UHAL
$13.5B
$604K 0.34%
+11,974
New +$637K
MSOS icon
89
AdvisorShares Pure US Cannabis ETF
MSOS
$988M
$601K 0.33%
+127,346
New +$567K
DEO icon
90
Diageo
DEO
$52.7B
$581K 0.32%
+6,731
New +$620K
AN icon
91
AutoNation
AN
$6.51B
$575K 0.32%
+2,785
New +$579K
ROOT icon
92
Root
ROOT
$894M
$571K 0.32%
+7,900
New +$629K
COLM icon
93
Columbia Sportswear
COLM
$3.02B
$566K 0.31%
+10,276
New +$549K
EXPE icon
94
Expedia Group
EXPE
$40.6B
$558K 0.31%
+1,969
New +$487K
EFX icon
95
Equifax
EFX
$22.5B
$547K 0.3%
+2,521
New +$552K
LOVE
96
LoveSac
LOVE
$233M
$543K 0.3%
+36,831
New +$521K
IBM icon
97
IBM
IBM
$221B
$531K 0.3%
+1,794
New +$537K
ORCL icon
98
Oracle
ORCL
$417B
$515K 0.29%
+2,643
New +$629K
REAL icon
99
The RealReal
REAL
$1.35B
$503K 0.28%
+31,846
New +$416K
TBCH
100
Turtle Beach Corp
TBCH
$230M
$464K 0.26%
+33,040
New +$491K
2 3
4
5 6

Similar funds

RC
Rithm Capital New York $81.4M AUM 48.8% 1-Year Est. Return
NVIM
New Vernon Investment Management Highland Park, Illinois $81.7M AUM 8.29% 1-Year Est. Return
CLP
Charis Legacy Partners Bryan, Texas $81.3M AUM 30.13% 1-Year Est. Return
MM
MQS Management New York $81.9M AUM 2.99% 1-Year Est. Return
BG
BRX Global New York $81.9M AUM 16.22% 1-Year Est. Return
RWJF
Robert Wood Johnson Foundation Princeton, New Jersey $81M AUM 0.47% 1-Year Est. Return
RCI
Ridgeback Capital Investments Miami Beach, Florida $80.9M AUM
PC
PCB Capital East Brunswick, New Jersey $82.1M AUM

Lotus Technology Management's Q4 2025 Portfolio in Review

Q4 2025 is the first quarter with a 13F filing on record for Lotus Technology Management, which disclosed 147 positions worth $180M. Its ten largest holdings account for 26% of the portfolio.

Its largest position is Victoria's Secret: 133,927 shares worth $7.25M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 57% of assets, followed by Consumer Staples and Technology.

  • Lotus Technology Management's largest Q4 2025 buy was Victoria's Secret: 133,927 shares worth $7.25M.
  • Lotus Technology Management's ten largest holdings make up 26% of its $180M portfolio in Q4 2025.
  • Lotus Technology Management disclosed 147 positions in Q4 2025, its first 13F filing on record.

Based on Lotus Technology Management's 13F filing for Q4 2025, filed 17 Feb 2026.