TMC
TUYA

Themes Management Co’s Tuya Inc TUYA Stock Holding History

Themes Management Co’s Portfolio TUYA Stock Details TUYA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$273K Buy
155,135
+29,520
+24% +$64.3K 0.18% 104
2026
Q1 		$290K Buy
125,615
+25,815
+26% +$59K 0.18% 120
2025
Q4 		$211K Buy
+99,800
New +$227K 0.16% 126

Other funds holding TUYA

A6
Anchor @ 65 Singapore $355M AUM 27.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
PCP
Polunin Capital Partners London, United Kingdom $407M AUM 55.12% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

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

Themes Management Co increased its Tuya Inc (TUYA) stake by 24% in Q2 2026, buying an estimated $64.3K and bringing the position to 155,135 shares worth $273K. The position accounts for 0.18% of the portfolio, ranked #104.

Themes Management Co first reported a position in TUYA in Q4 2025 and has held it in 3 quarters since. The position peaked at $290K in Q1 2026. 68 funds tracked by Wall St. Rank hold TUYA as of Q2 2026.

  • Themes Management Co held 155,135 shares of Tuya Inc worth $273K as of Q2 2026.
  • Themes Management Co bought 29,520 Tuya Inc shares in Q2 2026, an estimated $64.3K.
  • Tuya Inc made up 0.18% of Themes Management Co's portfolio in Q2 2026, its #104 holding.
  • Themes Management Co first reported a position in Tuya Inc in Q4 2025 and has held it in 3 quarters since.
  • Themes Management Co's Tuya Inc position peaked at $290K in Q1 2026.
  • 68 funds tracked by Wall St. Rank held Tuya Inc as of Q2 2026.

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