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Lotus Technology Management, LP - Portfolio Stock Holdings

Lotus Technology Management, LP disclosed 102 stock positions in a recent SEC 13F filing. $86,063,139 of stock holdings were filed, with the largest holdings including SMH, OVS, and CITR. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $405,000,000 and has 30 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.

Report Period:

June 30, 2026

No. of Stocks:

102

Est. Stock Holding Value:

$86,063,139

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Lotus Technology Management, LP

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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