Institutions / Oasis Management Co Ltd.
Oasis Management Co Ltd.
CIK 1317904 · Institutionalso an insider · as of Mar 31, 2026
Portfolio value
$845.58M
Positions
104
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$845.58M+9.3%Positions
104+4.0%Top holdings
Mar 31, 2026View all 104 →
| Company | Value | % of portfolio |
|---|---|---|
| Vail Resorts Inc | $267.98M | 31.7% |
| Hut 8 Corp. | $117.64M | 13.9% |
| Alibaba Group Hldg Ltd | $69.35M | 8.2% |
| VNET Group, Inc.VNET | $38.75M | 4.6% |
| Core Scientific, Inc./tx | $35.06M | 4.1% |
| Stratus Properties Inc | $34.61M | 4.1% |
| Applied Digital Corp | $24.52M | 2.9% |
| Vnet Group Inc | $22.40M | 2.6% |
| RB Global Inc | $17.56M | 2.1% |
| GDS Holdings LtdGDS | $16.70M | 2.0% |
| New Oriental Education & Technology Group Inc | $16.67M | 2.0% |
| RLX Technology Inc. | $14.29M | 1.7% |
| Gigacloud Technology Inc | $14.20M | 1.7% |
| PDD Holdings Inc.PDD | $11.65M | 1.4% |
| ACM Research Inc | $10.63M | 1.3% |
| Wendy's Co | $10.51M | 1.2% |
| Theravance Biopharma Inc | $9.47M | 1.1% |
| USA TODAY Co., Inc. | $9.38M | 1.1% |
| H World Group LtdHTHT | $9.30M | 1.1% |
| Beyond Meat Inc | $8.00M | 0.9% |
| Autohome IncATHM | $6.39M | 0.8% |
| JD.com,Inc.JD | $5.54M | 0.7% |
| Trip Com Group Ltd | $5.17M | 0.6% |
| Anteris Technologies Global Corp. | $4.80M | 0.6% |
| Lumentum Hldgs Inc | $4.80M | 0.6% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | Vail Resorts Inc Common stock | $30.43M | +237K +12.81% | 2,088,396 31.69% of portfolio | medium |
| Q1 2026 as of | New | GDS GDS Holdings Ltd ADR | $16.70M | +415K | 414,524 1.98% of portfolio | medium |
| Q1 2026 as of | New | PDD PDD Holdings Inc. ADR | $11.65M | +114K | 114,000 1.38% of portfolio | medium |
| Q1 2026 as of | Add | Wendy's Co Common stock | $10.43M | +1.5M +12601.87% | 1,511,903 1.24% of portfolio | medium |
| Q1 2026 as of | Add | VNET VNET Group, Inc. ADR | $9.82M | +1.2M +33.92% | 4,619,188 4.58% of portfolio | medium |
| Q1 2026 as of | Add | Hut 8 Corp. Common stock | $9.38M | +200K +8.67% | 2,507,683 13.91% of portfolio | medium |
| Q1 2026 as of | New | USA TODAY Co., Inc. Common stock | $9.38M | +1.3M | 1,329,832 1.11% of portfolio | medium |
| Q1 2026 as of | Add | New Oriental Education & Technology Group Inc Common stock | $7.87M | +139K +89.41% | 294,382 1.97% of portfolio | medium |
| Q1 2026 as of | Exit | TAL TAL Education Group ADR | $-7.49M | -687K -100.00% | 0 | medium |
| Q1 2026 as of | Add | Applied Digital Corp Common stock | $7.12M | +300K +40.94% | 1,032,817 2.90% of portfolio | medium |
Insider transactions
Also files Forms 3 / 4 / 5
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Apr 17, 2026 | Sell | STRS Stratus Properties Inc Common Stock, par value $0.01 per share | $428.3K | -14K -1.37% | 1,031,741 12.92% of shares | medium |
| Apr 15, 2026 | Sell | STRS Stratus Properties Inc Common Stock, par value $0.01 per share | $302.9K | -10K -0.90% | 1,106,095 13.86% of shares | medium |
| Apr 16, 2026 | Sell | STRS Stratus Properties Inc Common Stock, par value $0.01 per share | $302.2K | -10K -0.90% | 1,095,852 13.73% of shares | medium |
| Apr 17, 2026 | Sell | STRS Stratus Properties Inc Common Stock, par value $0.01 per share | $300.3K | -10K -0.94% | 1,056,064 13.23% of shares | medium |
| Apr 16, 2026 | Sell | STRS Stratus Properties Inc Common Stock, par value $0.01 per share | $300.2K | -10K -0.91% | 1,085,852 13.60% of shares | medium |
| Apr 27, 2026 | Sell | STRS Stratus Properties Inc Common Stock, par value $0.01 per share | $300.0K | -10K -0.98% | 1,006,765 12.61% of shares | medium |
| Apr 17, 2026 | Sell | STRS Stratus Properties Inc Common Stock, par value $0.01 per share | $300.0K | -10K -0.93% | 1,066,064 13.35% of shares | medium |
| Apr 27, 2026 | Sell | STRS Stratus Properties Inc Common Stock, par value $0.01 per share | $300.0K | -10K -0.99% | 996,765 12.49% of shares | medium |
| Apr 17, 2026 | Sell | STRS Stratus Properties Inc Common Stock, par value $0.01 per share | $300.0K | -10K -0.95% | 1,046,064 13.10% of shares | medium |
| Apr 24, 2026 | Sell | STRS Stratus Properties Inc Common Stock, par value $0.01 per share | $298.9K | -10K -0.97% | 1,016,765 12.74% of shares | medium |