Ovata Capital Management’s Li Auto LI Stock Holding History

Ovata Capital Management’s Portfolio LI Stock Details LI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$501K	Hold	29,000	–	–	0.07%	35
2025 Q4	$483K	Hold	29,000	–	–	0.06%	49
2025 Q3	$756K	Buy	29,000 +15,000	+107%	+$388K	0.15%	33
2025 Q2	$382K	Sell	14,000 -11,600	-45%	-$306K	0.08%	41
2025 Q1	$652K	Buy	+25,600	New	+$659K	0.25%	30
2023 Q3	–	Sell	-33,000	Closed	-$1.14M	–	22
2023 Q2	$1.14M	Hold	33,000	–	–	1.5%	13
2023 Q1	$824K	Buy	+33,000	New	+$780K	0.35%	18

Other funds holding LI

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

XXIP

Xiamen Xinweidachuang Investment Partnership Xiamen, China $87.8M AUM 29.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SIH Partners Wilmington, Delaware $7.58B AUM 5.28% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Ovata Capital Management's LI Position: Q1 2026 in Review

Ovata Capital Management held its Li Auto (LI) position steady in Q1 2026 at 29,000 shares worth $501K. The position accounts for 0.07% of the portfolio, ranked #35.

Ovata Capital Management first reported a position in LI in Q1 2023 and has held it in 7 quarters since. The position peaked at $1.14M in Q2 2023. 167 funds tracked by Wall St. Rank hold LI as of Q1 2026.

Ovata Capital Management held 29,000 shares of Li Auto worth $501K as of Q1 2026.
Ovata Capital Management left its Li Auto share count unchanged in Q1 2026.
Li Auto made up 0.07% of Ovata Capital Management's portfolio in Q1 2026, its #35 holding.
Ovata Capital Management first reported a position in Li Auto in Q1 2023 and has held it in 7 quarters since.
Ovata Capital Management's Li Auto position peaked at $1.14M in Q2 2023.
167 funds tracked by Wall St. Rank held Li Auto as of Q1 2026.

Based on Ovata Capital Management's 13F filing for Q1 2026, filed 13 May 2026.