OCM
CHA

Ovata Capital Management’s Chagee Holdings Ltd CHA Stock Holding History

Ovata Capital Management’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
2025
Q4 		– Sell
-27,500
Closed -$455K – 60
2025
Q3 		$455K Buy
27,500
+5,000
+22% +$109K 0.09% 37
2025
Q2 		$587K Buy
+22,500
New +$690K 0.13% 37

Other funds holding CHA

FI
Fosun International Hong Kong, China $399M AUM 16.11% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 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
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ovata Capital Management's CHA Position: Q4 2025 in Review

Ovata Capital Management sold out of Chagee Holdings Ltd (CHA) in Q4 2025, closing a stake of 27,500 shares — an estimated $455K sold.

Ovata Capital Management first reported a position in CHA in Q2 2025 and held it in 2 quarters. The position peaked at $587K in Q2 2025. 45 funds tracked by Wall St. Rank hold CHA as of Q4 2025.

  • Ovata Capital Management reported no remaining Chagee Holdings Ltd position as of Q4 2025 after selling out during the quarter.
  • Ovata Capital Management sold 27,500 Chagee Holdings Ltd shares in Q4 2025, an estimated $455K.
  • Ovata Capital Management first reported a position in Chagee Holdings Ltd in Q2 2025 and held it in 2 quarters.
  • Ovata Capital Management's Chagee Holdings Ltd position peaked at $587K in Q2 2025.
  • 45 funds tracked by Wall St. Rank held Chagee Holdings Ltd as of Q4 2025.

Based on Ovata Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.