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Nicholas Bloom

@Ovata Capital Management Ltd

Latest period2024 - Q3ReportedManaged Assets$236.237MTotal holdings33
Assets growth rate28.35%Assets growth rate (2-Q avg)12.07%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Ovata Capital Management Ltd's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 33 positions.

Assets under management

The assets under management (AUM) of Ovata Capital Management Ltd over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 236.237M in assets, with a quarterly growth rate of 28.35% and a 2-quarter average growth rate of 12.07%. The portfolio is managed by Nicholas Bloom, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BOLDBoundless Bio Inc
Recent Activity
0.04%
$86,750
25,000 shares@ $3.47 avg price
NOTEā¤¦Fiscalnote Holdings Inc
Recent Activity
0.02%
$27,217
194,545 shares@ $0.14 avg price
LSBPWLakeshore Biopharma Co Ltd
Recent Activity
New Position
0.01%
$9,915
150,000 shares@ $0.07 avg price