Ovata Capital Management Ltd

CIK
1724517
City
HONG KONG
State / Country
K3

Top Portfolio Positions

19 positions · $318,130,079 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
RYAAY
Ryanair Holdings Plc
Industrials
1,320,926 $76,349,522 24.00%
TSM
Taiwan Semiconductor Manufacturing Co Ltd
Technology
218,101 $73,707,232 23.17%
HDB
Hdfc Bank Ltd
Financial Services
1,986,361 $49,420,661 15.53%
IBIT
iShares Bitcoin Trust ETF
1,142,805 $43,906,568 13.80%
FBTC
Fidelity Wise Origin Bitcoin Fund
295,558 $17,446,788 5.48%
BTC
Grayscale Bitcoin Mini Trust ETF
567,872 $17,030,481 5.35%
UAA
Under Armour, Inc.
Consumer Cyclical
1,398,745 $8,266,582 2.60%
TCOM
Trip.com Group Ltd
Consumer Cyclical
115,045 $5,728,090 1.80%
ASX
ASE Technology Holding Co., Ltd.
Technology
214,320 $4,646,457 1.46%
BABA
Alibaba Group Holding Ltd
Consumer Cyclical
32,807 $4,115,966 1.29%

Portfolio Trend

2 quarters · across all stocks

Holdings in HDB

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Shares Held

Position Value (USD)

2 of 2 shown
Report Date Value (USD) Shares
2026-03-31 $49,420,661 1,986,361
2025-12-31 $10,133,711 277,332