Alap Shah

Lotus Technology Management, Lp

Assets Managed

$27.041M

Holdings

Last Quarter

2026 - Q1

Filed Date

27d ago

Growth Rate

-84.97%(2Q avg: -42.48%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Lotus Technology Management, Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 37 positions.

Assets under management

The assets under management (AUM) of Lotus Technology Management, Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 27.041M in assets, with a quarterly growth rate of -84.97% and a 2-quarter average growth rate of -42.48%. The portfolio is managed by Alap Shah, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
SMH Vaneck Semiconductor Etf Recent Activity New Position	28.42%	$7.684M 20,041 shares@ $383.4 avg price	New Position
ROST Ross Stores Inc Recent Activity New Position	9.7%	$2.621M 12,097 shares@ $216.63 avg price	New Position
FIVE Five Below Recent Activity Decreased -64.72%	5.2%	$1.404M 6,143 shares@ $228.49 avg price	Decreased -64.72%
TPR Tapestry Inc Recent Activity Decreased -79.53%	4.43%	$1.197M 8,480 shares@ $141.12 avg price	Decreased -79.53%
VRT Vertiv Holdings Co-a Recent Activity New Position	3.93%	$1.062M 4,240 shares@ $250.58 avg price	New Position
URNM Sprott Uranium Miners Etf Recent Activity New Position	2.95%	$797,521 12,629 shares@ $63.15 avg price	New Position
GEVI General Enterprise Ventures Recent Activity New Position	2.78%	$750,000 750,000 shares@ $1.0 avg price	New Position
NBIS Nebius Group Nv Recent Activity New Position	2.69%	$726,216 6,999 shares@ $103.76 avg price	New Position
ASML Asml Holding Nv-ny Reg Shs Recent Activity New Position	2.46%	$663,057 502 shares@ $1320.84 avg price	New Position
TGT Target Corp Recent Activity Decreased -76.58%	2.23%	$602,728 4,973 shares@ $121.21 avg price	Decreased -76.58%

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