Ovata Capital Management Ltd: 13F holdings
CIK 17245172026Q2
| Positions | 43 |
|---|---|
| Reported value | $2.8bn |
| Filed | 2026-07-30 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| Alibaba Group Holding Ltd | 30,500,000 | $1.5bn | 53.3% |
| Seagate HDD Cayman | 30,559,000 | $357.3m | 12.9% |
| WEC Energy Group Inc | 70,000,000 | $84.7m | 3.1% |
| PPL Capital Funding Inc | 67,500,000 | $76.6m | 2.8% |
| Cloudflare Inc | 55,000,000 | $70.9m | 2.6% |
| HDB HDFC Bank Ltd | 1,972,276 | $50.6m | 1.8% |
| RYAAY Ryanair Holdings PLC | 731,344 | $47.2m | 1.7% |
| Wayfair Inc | 30,684,000 | $46.9m | 1.7% |
| Pinnacle West Capital Corp | 37,000,000 | $44.3m | 1.6% |
| Akamai Technologies Inc | 35,000,000 | $42.1m | 1.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1724517")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.