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Lotus Technology Management, LP - Portfolio Stock Holdings

Lotus Technology Management, LP disclosed 171 stock positions in a recent SEC 13F filing. $32,644,596 of stock holdings were filed, with the largest holdings including SMH, CITR, and ROST. This filing represented positions held on March 31, 2026, and was filed on May 15, 2026.

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:

March 31, 2026

No. of Stocks:

171

Est. Stock Holding Value:

$32,644,596

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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