Long-term investor
Lotus Technology Management, LP @lotustechnologymanagemen
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002095243).
Record
- Tracked since 2025-12-31 (250 days), 263 trades recorded
- Returns: week n/a · month n/a · 90 days +12.8% · 6 months n/a · 1 year n/a · all +31.2%
- Max drawdown n/a · win rate 6% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SMH · 11.0% · long · since 2026-03-31
- LLY · 4.6% · long · since 2026-06-30
- SMWB · 4.2% · long · since 2026-06-30
- WSM · 4.0% · long · since 2025-12-31
- TTWO · 3.9% · long · since 2026-06-30
- AFRM · 3.3% · long · since 2026-06-30
- LTH · 3.2% · long · since 2026-06-30
- BURL · 2.6% · long · since 2026-06-30
- BRBR · 2.6% · long · since 2025-12-31
- 163072101 · 2.3% · long · since 2025-12-31
- SHOO · 2.3% · long · since 2025-12-31
- STUB · 2.2% · long · since 2026-06-30