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Portfolio (Quarterly) Guide ↗

Athos Capital Ltd

· CIK 0001681662
13F Portfolio $261M AUM Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 37 New
Page 2 of 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BL BLACKLINE INC Technology 20,000.0 $1.1M 0.42% NEW $55.30 -45.2%
22 BOLD EAGLE ACQUISITION CORP 100,000.0 $1.1M 0.41% NEW $10.60
23 OAKTREE ACQUISITION CORP III 50,000.0 $536K 0.20% NEW $10.72
24 HUYA HUYA INC Communication Services 135,190.0 $389K 0.15% NEW $2.88 -16.6%
25 LANVIN GROUP HOLDINGS LIMITE 157,703.0 $317K 0.12% NEW $2.01
26 LEGATO MERGER CORP III 25,000.0 $282K 0.11% NEW $11.28
27 CHURCHILL CAPITAL CORP IX 25,000.0 $266K 0.10% NEW $10.64
28 ECARX HOLDINGS INC 92,368.0 $159K 0.06% NEW $1.72
29 DOYU DOUYU INTL HLDGS LTD Communication Services 21,063.0 $143K 0.06% NEW $6.79 -31.8%
30 GENERATION ESSENTIALS GROUP 83,331.0 $87K 0.03% NEW $1.04
31 SUNPOWER INC 28,420.0 $44K 0.02% NEW $1.55
32 STARDUST PWR INC 11,378.0 $35K 0.01% NEW $3.08
33 MURANO GLOBAL INVTS PLC 42,840.0 $25K 0.01% NEW $0.58
34 ENVOY MEDICAL INC 28,588.0 $19K 0.01% NEW $0.66
35 CAPTIVISION INC 32,075.0 $11K 0.00% NEW $0.34
36 ASPIRE BIOPHARMA HLDGS INC 21,383.0 $3K 0.00% NEW $0.14
37 P3 HEALTH PARTNERS INC 37,052.0 $3K 0.00% NEW $0.08
Page 2 of 2  ·  37 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Defensive 30.8%
Communication Services 30.7%
Real Estate 19.6%
Industrials 8.9%
Healthcare 4.4%
Financial Services 2.1%
Technology 2.0%
Utilities 1.5%