Oasis Management Co Ltd.

CIK: 0001317904SEC EDGAR →

Portfolio Value

$1.0M

Holdings

103

As of

Q4 2025

New Positions

38

Closed Positions

16

Top 10 Holdings

RankStockSharesValue% of Portfolio
1
IWMPut

ISHARES TR

1,000,000$246K
23.59%
2

VAIL RESORTS INC

1,851,234$245K
23.49%
3

HUT 8 CORP

2,307,683$106K
10.16%
4

ALIBABA GROUP HLDG LTD

60,000,000$93K
8.92%
5

CORE SCIENTIFIC INC NEW

2,643,729$38K
3.64%
6

CXAPP INC

100,000$33K
3.16%
7

VNET GROUP INC

3,449,188$29K
2.78%
8
APLDCall

APPLIED DIGITAL CORP

1,232,817$29K
2.78%
9

STRATUS PPTYS INC

1,134,060$27K
2.59%
10

RB GLOBAL INC

183,244$18K
1.73%

Quarterly Changes

Top Buys

IWMNEW
$246K
HUT↑ Increased
$95K
MTN↑ Increased
$93K
CORZNEW
$38K
APLDNEW
$29K

Top Sells

BYND 0 03/15/27↓ Decreased
$3.9M
AQLTCLOSED
$195K
MTNCLOSED
$104K
IONQCLOSED
$43K
BABA 0.5 06/01/31↓ Decreased
$26K

New Positions (18)

$246K · 1.0M shares
$38K · 2.6M shares
$29K · 1.2M shares
$12K · 101K shares
$7K · 21K shares
$6K · 359K shares
$6K · 5.0M shares
$2K · 10K shares
$2K · 9K shares
$2K · 916K shares
$1K · 31K shares
$1K · 7K shares
$0 · 550K shares
$0 · 12K shares
$0 · 10K shares
MEGAN HLDGS LTD
$0 · 17K shares
$0 · 50K shares
$0 · 200K shares

Closed Positions (26)

$195K · 807K shares
$104K · 692K shares
$43K · 700K shares
$24K · 1.0M shares
$14K · 173K shares
$14K · 393K shares
$6K · 333K shares
$4K · 173K shares
$3K · 13K shares
$2K · 75K shares
$1K · 38K shares
$1K · 380K shares
$951 · 5K shares
$943 · 57K shares
$698 · 5K shares
$618 · 108K shares
$591 · 107K shares
$587 · 3K shares
$356 · 5K shares
$302 · 31K shares
$275 · 6K shares
$247 · 8K shares
$243 · 2K shares
$98 · 100K shares
$78 · 130K shares
$41 · 50K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services12$367K35.2%
Consumer Cyclical17$264K25.3%
Technology35$173K16.6%
Unknown13$130K12.5%
Real Estate1$27K2.6%
Industrials4$23K2.2%
Consumer Defensive4$23K2.2%
Healthcare8$18K1.7%
Communication Services7$18K1.7%
Energy2$00.0%