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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 3 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BABA Alibaba Group Holding Ltd Consumer Cyclical 6,400.0 $614K 0.05% -26K -80.5% $95.98 +24.3%
42 SNDK Sandisk Corp Technology 160.0 $364K 0.03% NEW $2273.73 -29.8%
43 LLY Eli Lilly & Co Healthcare 200.0 $240K 0.02% NEW $1199.43 +4.6%
Page 3 of 3  ·  43 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%