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Portfolio (Quarterly) Guide ↗

Athos Capital Ltd

· CIK 0001681662
13F Portfolio $282M AUM 38 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 8 New 2 Added 4 Reduced 14 Exited
Page 2 of 2  ·  38 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AVNS AVANOS MED INC Healthcare 100,000.0 $2.5M 0.88% NEW $24.88 +0.4%
22 RNA ATRIUM THERAPEUTICS INC Healthcare 107,965.0 $1.5M 0.52% $13.45 +5.5%
23 SLAB SILICON LABORATORIES INC Technology 6,204.0 $1.4M 0.48% $218.57 +0.9%
24 DYNAMIX CORP 125,000.0 $1.4M 0.48% $10.85
25 BOLD EAGLE ACQUISITION CORP 100,000.0 $1.1M 0.39% $11.10
26 OAKTREE ACQUISITION CORP III 50,000.0 $550K 0.20% $11.00
27 HUYA HUYA INC Communication Services 152,990.0 $352K 0.12% $2.30 -7.9%
28 CHURCHILL CAPITAL CORP IX 25,000.0 $275K 0.10% $11.00
29 EINRIDE AB 25,000.0 $216K 0.08% NEW $8.64
30 BRIDGER AEROSPACE GRP HLDGS 66,062.0 $127K 0.04% $1.92
31 ECARX HOLDINGS INC 92,368.0 $119K 0.04% $1.29
32 DOYU DOUYU INTL HLDGS LTD Communication Services 23,863.0 $111K 0.04% $4.65 -7.6%
33 EINRIDE AB 12,499.0 $108K 0.04% NEW $8.64
34 GENERATION ESSENTIALS GROUP 83,331.0 $85K 0.03% $1.02
35 ENVOY MEDICAL INC 28,588.0 $23K 0.01% $0.80
36 SUNPOWER INC 28,420.0 $20K 0.01% $0.70
37 STARDUST PWR INC 11,378.0 $18K 0.01% $1.58
38 MURANO GLOBAL INVT PLC 42,840.0 $10K 0.00% $0.23
Page 2 of 2  ·  38 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
Communication Services 39.6%
Financial Services 14.8%
Real Estate 12.5%
Industrials 9.3%
Healthcare 7.5%
Consumer Cyclical 6.2%
Consumer Defensive 5.1%
Technology 4.9%