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Lotus Technology Management, LP

All holdings · as of Dec 31, 2025

147 positions

CompanyClassValueShares% of portfolio
iShares MSCI UAE ETF—$456.0K8,4360.3%
Bumble Inc.—$455.2K127,4990.3%
GENUINE PARTS CO—$449.1K3,6520.2%
WILLIAMS SONOMA INC—$446.3K2,4990.2%
STEVEN MADDEN, LTD.—$432.6K10,3880.2%
CHOICE HOTELS INTERNATIONAL INC /DE—$428.6K4,4990.2%
Corsair Gaming, Inc.—$425.7K71,6600.2%
WYNDHAM HOTELS & RESORTS, INC.—$360.1K4,7660.2%
Cloudflare, Inc.—$357.8K1,8150.2%
Grocery Outlet Holding Corp.—$356.2K35,2690.2%
HOME DEPOT, INC.—$354.8K1,0310.2%
ANHEUSER BUSCH INBEV SA/NV—$354.4K5,5340.2%
Petco Health & Wellness Company, Inc.WOOFCommon Stock$353.9K125,9480.2%
CORNING INC /NY—$346.0K3,9520.2%
Fossil Group, Inc.—$339.5K90,2880.2%
Toll Brothers Incorporated—$336.8K2,4910.2%
Zumiez Inc—$336.3K12,9100.2%
Copart Inc—$330.2K8,4330.2%
TEXAS INSTRUMENTS INC—$328.1K1,8910.2%
eXp World Holdings, Inc.—$315.3K34,8410.2%
ISHARES TR—$288.3K2,7280.2%
MongoDB, Inc.—$281.2K6700.2%
O REILLY AUTOMOTIVE INC—$265.0K2,9050.1%
Childrens Place, Inc.—$254.1K63,8350.1%
OXFORD INDUSTRIES INC—$250.2K7,3150.1%
Zevia PBCZVIACommon Stock$249.4K107,5080.1%
MOLSON COORS BEVERAGE CO—$235.7K5,0500.1%
DAVITA INC.—$230.6K2,0300.1%
SentinelOne, Inc.—$224.5K14,9650.1%
INTUIT INC.—$223.2K3370.1%
PACCAR INC—$217.6K1,9870.1%
KRANESHARES TRUST—$217.1K6,3770.1%
CarMax Inc—$213.2K5,5170.1%
CrowdStrike Holdings, Inc.—$208.1K4440.1%
Coinbase Global, Inc.—$203.8K9010.1%
POWELL INDUSTRIES INC—$201.8K6330.1%
WIPRO LTDWITADR$163.0K57,3860.1%
Stitch Fix, Inc.—$140.5K26,7650.1%
SPORTSMANS WAREHOUSE HOLDINGS, INC—$129.8K88,8900.1%
Sleep Number Corp—$120.1K14,1980.1%
CARPARTS COM INC—$79.8K159,5840.0%
PELOTON INTERACTIVE, INC.—$62.2K10,0930.0%
1-800-Flowers.com Inc—$59.0K15,0010.0%
Leslie's Inc—$54.1K32,8000.0%
BARK INC—$49.7K82,5680.0%
NOODLES & CO—$24.3K34,4330.0%
DESTINATION XL GROUP, INC.DXLGCommon Stock$19.4K21,0740.0%
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