Marshall Wace
CHA

Marshall Wace’s Chagee Holdings Ltd CHA Stock Holding History

Marshall Wace’s Portfolio CHA Stock Details CHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$17.6M Buy
1,889,576
+1,424,679
+306% +$15.9M 0.02% 753
2025
Q4 		$5.41M Buy
+464,897
New +$6.91M ﹤0.01% 1115
2025
Q3 		– Sell
-527,151
Closed -$13.8M – 3508
2025
Q2 		$13.8M Buy
+527,151
New +$16.2M 0.02% 719

Other funds holding CHA

FI
Fosun International Hong Kong, China $399M AUM 16.11% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
Athos Capital Hong Kong $324M AUM 16.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
IEFM
IQ EQ Fund Management Dublin 2, Ireland $1.57B AUM 40.42% 1-Year Est. Return
TI
Trexquant Investment Stamford, Connecticut $13.9B AUM 31.98% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Marshall Wace's CHA Position: Q1 2026 in Review

Marshall Wace increased its Chagee Holdings Ltd (CHA) stake by 306% in Q1 2026, buying an estimated $15.9M and bringing the position to 1,889,576 shares worth $17.6M. The position accounts for 0.02% of the portfolio, ranked #753.

Marshall Wace first reported a position in CHA in Q2 2025 and has held it in 3 quarters since. 39 funds tracked by Wall St. Rank hold CHA as of Q1 2026.

  • Marshall Wace held 1,889,576 shares of Chagee Holdings Ltd worth $17.6M as of Q1 2026.
  • Marshall Wace bought 1,424,679 Chagee Holdings Ltd shares in Q1 2026, an estimated $15.9M.
  • Chagee Holdings Ltd made up 0.02% of Marshall Wace's portfolio in Q1 2026, its #753 holding.
  • Marshall Wace first reported a position in Chagee Holdings Ltd in Q2 2025 and has held it in 3 quarters since.
  • 39 funds tracked by Wall St. Rank held Chagee Holdings Ltd as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.