Lotus Technology Management, LP

Position in CAKE — Cheesecake Factory Inc

CIK 2095243 ORLANDO, FL

Position in CAKE

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,870,383

-$198,539 QoQ

Shares Held

23,515

-42.6% QoQ

Ownership

0.047%

of shares outstanding

% of Portfolio

2.70%

of 13F equity value

Holder Rank

#109

of 342 holders

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Lotus Technology Management, LP holds $4,310,373 across 4 Restaurants names. CAKE ranks #1 (43.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAKE	Cheesecake Factory Inc This page	23,515	$1,870,383
2	SG	Sweetgreen, Inc.	168,200	$1,481,842
3	BH-A	Biglari Holdings Inc.	1,534	$653,530
4	RRGB	Red Robin Gourmet Burgers Inc	38,125	$304,618

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,870,383	23,515	-42.6%	Shares	Sole	2026-08-14
2025-12-31	$2,068,922	40,985	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.