Lotus Technology Management, LP
SEC Form 13F institutional filer · CIK 0002095243
13F-HR · 17 reported holdings · 2026-03-31
Reported long-US-equity value
$0.01B
Top-10 concentration
81.6%
Lotus Technology Management, LP — $10.6M AUM allocation strategy
Lotus Technology Management, LP files SEC Form 13F and reports $10.6M of long US equity value across 17 reported holdings for 2026-03-31.
Its largest sector bet is Consumer Discretionary 47.8%, followed by Information Technology 17.7% and Industrials 14.0%.
The top 10 holdings account for 82% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Lotus Technology Management, LP — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$10.6M
total across 17 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
82% of value
higher = narrower conviction; lower = spread / hedging
Biggest trims (shares)
−$TPR −33K sh · −$4.1M−$TGT −16.3K sh · −$1.47M−$PM −8.5K sh · −$1.35M
Exited to nil (held last quarter, gone now)
$IVZ ($5.75M last qtr)$TSLA ($4.07M last qtr)$KR ($4.02M last qtr)$MU ($3.97M last qtr)$TSCO ($3.16M last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Apparel Retail24.6%—
- Apparel, Accessories & Luxury Goods11.3%—
- Electrical Components & Equipment10.0%—
- Electronic Components8.2%—
- Communications Equipment7.3%—
- Consumer Staples Merchandise Retail5.7%—
- Health Care Supplies5.4%—
- Hotels, Resorts & Cruise Lines5.4%—
- Other holdings22.1%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $ROST | Ross Stores Inc | 12.1K | $2.62M | — | 24.6% |
| $TPR | Tapestry Inc | 8.48K | $1.2M | -33K | 11.3% |
| $VRT | Vertiv Holdings LLC | 4.24K | $1.06M | — | 10.0% |
| $TGT | Target Corporation | 4.97K | $603K | -16.3K | 5.7% |
| $ALGN | Align Technology Inc | 3.36K | $577K | -3.43K | 5.4% |
| $HLT | Hilton Worldwide Holdings Inc | 1.87K | $570K | — | 5.4% |
| $GLW | Corning Incorporated | 4.1K | $557K | +144 | 5.2% |
| $SBUX | Starbucks Corporation | 5.28K | $473K | — | 4.4% |
| $CIEN | Ciena Corporation | 1.17K | $455K | — | 4.3% |
…and 8 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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