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Portfolio (Quarterly) Guide ↗

Ovata Capital Management Ltd

· CIK 0001724517
13F Portfolio $1.3B AUM 43 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 27 New 8 Added 7 Reduced 22 Exited
Page 2 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 Liberty Live Holdings Inc 28,852.0 $3.0M 0.23% NEW $105.64
22 Wayfair Inc 2,500,000.0 $2.5M 0.19% NEW $1.00
23 IAC People Inc Technology 30,312.0 $1.4M 0.10% NEW $46.16 -0.0%
24 INTC Intel Corp Technology 9,000.0 $1.3M 0.09% NEW $139.63 -35.5%
25 INFY Infosys Ltd Technology 100,062.0 $1.1M 0.08% NEW $10.57 +13.0%
26 SNDK Sandisk Corp Technology 160.0 $364K 0.03% NEW $2273.73 -29.8%
27 LLY Eli Lilly & Co Healthcare 200.0 $240K 0.02% NEW $1199.43 +4.6%
Page 2 of 2  ·  27 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
Financial Services 71.2%
Technology 25.5%
Communication Services 2.8%
Consumer Cyclical 0.4%
Healthcare 0.1%