TMC
HSAI

Themes Management Co’s Hesai Group HSAI Stock Holding History

Themes Management Co’s Portfolio HSAI Stock Details HSAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-31,346
Closed -$599K – 136
2026
Q1 		$599K Buy
31,346
+16,342
+109% +$412K 0.37% 94
2025
Q4 		$336K Buy
+15,004
New +$328K 0.25% 108

Other funds holding HSAI

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
BPIA
Broad Peak Investment Advisers Singapore $544M AUM 132.56% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
WC
Wexford Capital West Palm Beach, Florida $782M AUM 62.56% 1-Year Est. Return

Themes Management Co's HSAI Position: Q2 2026 in Review

Themes Management Co sold out of Hesai Group (HSAI) in Q2 2026, closing a stake of 31,346 shares — an estimated $599K sold.

Themes Management Co first reported a position in HSAI in Q4 2025 and held it in 2 quarters. The position peaked at $599K in Q1 2026. 128 funds tracked by Wall St. Rank hold HSAI as of Q2 2026.

  • Themes Management Co reported no remaining Hesai Group position as of Q2 2026 after selling out during the quarter.
  • Themes Management Co sold 31,346 Hesai Group shares in Q2 2026, an estimated $599K.
  • Themes Management Co first reported a position in Hesai Group in Q4 2025 and held it in 2 quarters.
  • Themes Management Co's Hesai Group position peaked at $599K in Q1 2026.
  • 128 funds tracked by Wall St. Rank held Hesai Group as of Q2 2026.

Based on Themes Management Co's 13F filing for Q2 2026, filed 21 Jul 2026.