ECARX Holdings (ECX)

• Market cap: $760M
• 1 day: 12.64%
• 5 days: 25.77%
• 1 month: 24.24%
• 3 months: 16.48%
• 6 months: -22.35%
• Year to date: 1.49%
• 1 year: 15.17%
• 5 years: -80.93%
• 10 years: -80.93%
• Sector: Consumer Discretionary
• Industry: Auto Parts

About: ECARX Holdings Inc is engaged in the sales of system-on-chip core modules, automotive computing platform products, and software stacks as well as the provision of research and development services in the People's Republic of China. The company's core products include infotainment head units, digital cockpits, vehicle chip-set solutions, a core operating system, and an integrated software stack. Beyond this, ECARX is developing a full-stack automotive computing platform. It is engaged in automotive intelligence and networking.

Employees: 1,918

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

4.5% less ownership

Funds ownership: 9.65% [Q1] → 5.15% (-4.5%) [Q2]

15% less capital invested

Capital invested by funds: $38.8M [Q1] → $33.1M (-$5.68M) [Q2]

38% less funds holding

Funds holding: 45 [Q1] → 28 (-17) [Q2]

40% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 10

65% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 26

100% less funds holding in top 10

Funds holding in top 10: 2 [Q1] → 0 (-2) [Q2]