Lotus Technology Management, LP Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$180.0M
Holdings
147
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (147 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | SHOOMADDEN STEVEN LTD | 10,388 | $0 | 0.00% | |
| 102 | SAMBOSTON BEER INC | 4,440 | $0 | 0.00% | |
| 103 | SSENTINELONE INC | 14,965 | $0 | 0.00% | |
| 104 | CALYTOPGOLF CALLAWAY BRANDS CORP | 72,578 | $0 | 0.00% | |
| 105 | S7VSALLY BEAUTY HLDGS INC | 60,831 | $0 | 0.00% | |
| 106 | DXLGDESTINATION XL GROUP INC | 21,074 | $0 | 0.00% | |
| 107 | SFIXSTITCH FIX INC | 26,765 | $0 | 0.00% | |
| 108 | GLWCORNING INC | 3,952 | $0 | 0.00% | |
| 109 | NETCLOUDFLARE INC | 1,815 | $0 | 0.00% | |
| 110 | ZZFCARPARTS COM INC | 159,584 | $0 | 0.00% | |
| 111 | ZM3ZUMIEZ INC | 12,910 | $0 | 0.00% | |
| 112 | MCDMCDONALDS CORP | 3,141 | $0 | 0.00% | |
| 113 | PCARPACCAR INC | 1,987 | $0 | 0.00% | |
| 114 | TBCHTURTLE BEACH CORP | 33,040 | $0 | 0.00% | |
| 115 | IBMINTERNATIONAL BUSINESS MACHS | 1,794 | $0 | 0.00% | |
| 116 | ROOTROOT INC | 7,900 | $0 | 0.00% | |
| 117 | NGVCNATURAL GROCERS BY VITAMIN C | 38,348 | $0 | 0.00% | |
| 118 | WOOFPETCO HEALTH & WELLNESS CO I | 125,948 | $0 | 0.00% | |
| 119 | TAPMOLSON COORS BEVERAGE CO | 5,050 | $0 | 0.00% | |
| 120 | WSMWILLIAMS SONOMA INC | 2,499 | $0 | 0.00% | |
| 121 | ORCLORACLE CORP | 2,643 | $0 | 0.00% | |
| 122 | SHAKSHAKE SHACK INC | 11,330 | $0 | 0.00% | |
| 123 | KMXCARMAX INC | 5,517 | $0 | 0.00% | |
| 124 | XMMOINVESCO EXCHANGE TRADED FD T | 6,569 | $0 | 0.00% | |
| 125 | CHHCHOICE HOTELS INTL INC | 4,499 | $0 | 0.00% | |
| 126 | SPWHSPORTSMANS WHSE HLDGS INC | 88,890 | $0 | 0.00% | |
| 127 | ZVIAZEVIA PBC | 107,508 | $0 | 0.00% | |
| 128 | STZCONSTELLATION BRANDS INC | 6,526 | $0 | 0.00% | |
| 129 | ORLYOREILLY AUTOMOTIVE INC | 2,905 | $0 | 0.00% | |
| 130 | HIMSHIMS & HERS HEALTH INC | 27,454 | $0 | 0.00% | |
| 131 | GOGROCERY OUTLET HLDG CORP | 35,269 | $0 | 0.00% | |
| 132 | NDLSUSDNOODLES & CO | 34,433 | $0 | 0.00% | |
| 133 | COLMCOLUMBIA SPORTSWEAR CO | 10,276 | $0 | 0.00% | |
| 134 | HDHOME DEPOT INC | 1,031 | $0 | 0.00% | |
| 135 | BUDANHEUSER BUSCH INBEV SA/NV | 5,534 | $0 | 0.00% | |
| 136 | TXNTEXAS INSTRS INC | 1,891 | $0 | 0.00% | |
| 137 | AZOAUTOZONE INC | 181 | $0 | 0.00% | |
| 138 | EXPEEXPEDIA GROUP INC | 1,969 | $0 | 0.00% | |
| 139 | HNSTHONEST CO INC | 254,780 | $0 | 0.00% | |
| 140 | TWLOTWILIO INC | 4,922 | $0 | 0.00% | |
| 141 | LESLLESLIES INC | 32,800 | $0 | 0.00% | |
| 142 | CPRTCOPART INC | 8,433 | $0 | 0.00% | |
| 143 | AMKRAMKOR TECHNOLOGY INC | 16,949 | $0 | 0.00% | |
| 144 | DVADAVITA INC | 2,030 | $0 | 0.00% | |
| 145 | DEODIAGEO PLC | 6,731 | $0 | 0.00% | |
| 146 | GOLFACUSHNET HLDGS CORP | 8,591 | $0 | 0.00% | |
| 147 | REALTHE REALREAL INC | 31,846 | $0 | 0.00% |
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