LOTWW · Lotus Technology Inc. · Holdings

$0.04 0.00 (-0.50%) At close · Oct 21

Market Cap

$323.12M

646.89M

Volume · Oct 21 1311 Avg daily vol (3M) 9183

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP → See every holder of LOTWW: 13F, 13D and 13G, insiders and funds →

Institutional holdings are being reconciled with SEC filings. Holder totals and changes may be incomplete until reconciliation finishes.

Quarter:

Holders: 25

Total Value: $0

Total Shares: 5,369,597

Institutional Ownership Trend

10 quarters

Who Holds LOTWW

Last 8 quarters through Jun 30, 2026

Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.

Jun 30, 2026: 24 filers, like-for-like change +2.4%; actively managed books +2.4%.

Holder type	Share	Filers	Change	New	Exited
Registered adviser	53.5%	9	0.0%	0	0
Exempt adviser	6.8%	1	0.0%	0	0
Adviser	0.4%	1	0.0%	0	0
Bank	14.8%	1	0.0%	0	1
Non-US	1.9%	1	0.0%	0	0
Broker-dealer	0.0%	0	—	0	0
Unknown	22.7%	11	+12.4%	1	0

Style	Share	Filers	Change	New	Exited
Systematic-like	9.9%	3	0.0%	0	0
Concentrated	13.6%	5	0.0%	0	0
Diversified active	76.0%	15	+3.1%	1	1
Index-like	0.0%	0	—	0	0
Unknown	0.5%	1	0.0%	0	0
Not measured	0.0%	0	—	0	0

Turnover	Share	Filers	Change	New	Exited
Low turnover	1.6%	3	-0.1%	0	1
Medium turnover	63.2%	9	+1.7%	0	0
High turnover	22.4%	9	+6.0%	1	0
Unknown	12.8%	3	0.0%	0	0
Not measured	0.0%	0	—	0	0

Holding horizon	Share	Filers	Change	New	Exited
Short horizon	15.3%	7	0.0%	0	0
Medium horizon	32.9%	4	0.0%	0	0
Long horizon	24.1%	7	+10.6%	1	1
Unknown	27.7%	6	0.0%	0	0
Not measured	0.0%	0	—	0	0

13F book size	Share	Filers	Change	New	Exited
Under $1B	11.3%	6	0.0%	0	0
$1B to $10B	59.7%	10	+1.8%	0	0
$10B to $100B	25.4%	6	0.0%	0	0
$100B or more	3.6%	2	+54.6%	1	1
Not measured	0.0%	0	—	0	0

Client base	Share	Filers	Change	New	Exited
Pooled investment vehicles	52.4%	7	0.0%	0	0
Registered funds and BDCs	0.7%	1	0.0%	0	0
Pension and profit sharing plans	0.5%	1	0.0%	0	0
Unknown	46.5%	15	+5.4%	1	1

Private funds	Share	Filers	Change	New	Exited
Hedge funds	52.4%	7	0.0%	0	0
Private equity funds	0.5%	1	0.0%	0	0
Other private funds	0.7%	1	0.0%	0	0
Private funds, type not stated	6.8%	1	0.0%	0	0
Unknown	39.7%	14	+6.5%	1	1

Location	Share	Filers	Change	New	Exited
United States	72.1%	18	+3.3%	1	1
Outside the US	27.9%	6	0.0%	0	0

How the mix is measured

Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.

Excluded 1 holder with no observed 2026-03-31 13F and 1 holder with no observed 2026-06-30 13F.

Conviction and Crowding

24 13F filers, quarter ended Jun 30, 2026

Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.

Conviction holders

0.000% of filers hold it in their top 10

Mar 31, 2026: 0

Holders above 5%

median weight —

Mar 31, 2026: 0

Crowding

—

shares outstanding is an issuer-wide count, not one listing's

Private-fund advisers

—

of shares outstanding

Institutional ownership

—

shares outstanding is an issuer-wide count, not one listing's

Top 10 holders

87.1%

of 13F shares, Herfindahl 0.129

Active holders

+2.4%

like-for-like share change of active filers

5% stakes on record

0 13D, 0 13G

Managers in the top fifth by current three-year FundScore alpha were net buyers of $0 (0 buying, 0 selling).

Shareholder Targets

13F filers that own its peers but not LOTWW, quarter ended Jun 30, 2026

LOTWW has no holder-overlap peers, so these filers hold the largest Consumer Cyclical stocks: AMZN, TSLA, HD, TJX, MCD, BKNG, SBUX, LOW, RCL, DASH, HLT, ORLY, MELI, ROST, MAR, GM, ABNB, AZO, CVNA, EBAY. 6,791 filers in all.

#	Filer	In peers	Of book	Largest peers
1	BlackRock, Inc. Holding company, Index-like	$417,860,548,749 20 held	6.40%	AMZN, TSLA, HD
2	VANGUARD CAPITAL MANAGEMENT LLC Registered adviser, Index-like	$347,345,328,936 20 held	7.40%	AMZN, TSLA, HD
3	FMR LLC Holding company, Diversified active	$145,242,308,619 20 held	6.44%	AMZN, TSLA, LOW
4	GEODE CAPITAL MANAGEMENT, LLC Registered adviser, Index-like	$131,421,971,084 20 held	6.99%	AMZN, TSLA, HD
5	VANGUARD PORTFOLIO MANAGEMENT LLC Registered adviser, Diversified active	$102,745,295,751 20 held	4.62%	AMZN, TSLA, HD
6	JPMORGAN CHASE & CO Bank, Diversified active	$101,069,116,042 20 held	6.14%	AMZN, TSLA, MCD
7	Invesco Ltd. Adviser, Diversified active	$90,616,490,786 20 held	7.18%	AMZN, TSLA, BKNG
8	Capital Research Global Investors Adviser, Diversified active	$76,966,700,409 12 held	10.7%	AMZN, SBUX, RCL
9	NORGES BANK Non-US, Index-like	$73,813,653,701 20 held	7.34%	AMZN, TSLA, HD
10	PRICE T ROWE ASSOCIATES INC /MD/ Registered adviser, Diversified active	$67,598,219,286 20 held	6.83%	AMZN, TSLA, CVNA

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

New and Sold Out count only filers that reported a 13F for both quarters: a first-time filer's book is not a buy, and a fund that has not filed, or withheld its positions under confidential treatment, has not sold.

Holder count: 0

Institutional value: —

Shares held: +2.2%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds	Open
Mid StoneX Group Inc.	+52,628	85,942

Top Sellers

vs Mar 31, 2026

No qualifying movers this quarter.

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)	Open
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP	64,467	$0

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)	Open
Mega WELLS FARGO & COMPANY/MN	78	$0

Filter: New 1 Increased 1 Reduced 0 Sold out 1 Unchanged 22

Holder type: Registered adviser 10 Exempt adviser 1 Adviser 1 Bank 1 Non-US 1 Unknown 11

Showing 25 of 25

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

LMR Partners LLP LOTWW

—

343,010

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
LMR PARTNERS (DIFC) Ltd	343,010	$0	—	Sole

METEORA CAPITAL, LLC LOTWW

—

20,000

StoneX Group Inc. LOTWW

—

85,942

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STONEX FINANCIAL INC.	85,942	$0	—	Defined

TPG GP A, LLC LOTWW

—

25,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ANGELO GORDON & CO., L.P.	25,000	$0	—	Defined

Vestcor Inc LOTWW

—

75,000

Clear Street Group Inc. LOTWW

—

234,489

Saba Capital Management, L.P. LOTWW

—

26,945

Limestone Investment Advisors LP LOTWW

—

17,351

MILLENNIUM MANAGEMENT LLC LOTWW

—

299,351

Sculptor Capital LP LOTWW

—

806,844

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Sculptor Capital II LP joint	806,844	$0	—	Sole

D. E. Shaw & Co., Inc. LOTWW

—

117,840

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
D. E. SHAW & CO, L.P.	117,840	$0	—	Defined

DUPONT CAPITAL MANAGEMENT CORP LOTWW

—

25,000

ARISTEIA CAPITAL, L.L.C. LOTWW

—

1,272,825

TENOR CAPITAL MANAGEMENT Co., L.P. LOTWW

—

33,333

CSS LLC/IL LOTWW

—

56,761

Mint Tower Capital Management B.V. LOTWW

—

58,507

WOLVERINE ASSET MANAGEMENT LLC LOTWW

—

337,311

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Wolverine Holdings, LLC	337,311	$0	—	Defined

HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND LOTWW

—

94,133

BOUSSARD & GAVAUDAN GESTION SAS LOTWW

—

91,666

Schonfeld Strategic Advisors LLC LOTWW

—

40,170

Calamos Advisors LLC LOTWW

—

33,333

Hudson Bay Capital Management LP LOTWW

—

137,142

SUSQUEHANNA INTERNATIONAL GROUP, LLP LOTWW

—

64,467

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
G1 EXECUTION SERVICES, LLC	64,467	$0	—	Other

TORONTO DOMINION BANK LOTWW

—

750,300

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
TD SECURITIES (USA) LLC	750,300	$0	—	Defined

Creek Drive Management Group LLC LOTWW

—

322,877

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	78	$0	—	Defined

Key facts CIK 1962746 CUSIP 54572F101 Visit website Investor relations