Lotus Technology Management, LP
ORLANDO FL · SEC CIK 0002095243
$3,276.33万2026Q1 申报市值
37持仓数
70.9%前十大占比 · 第一大 23.5%
25 / 121新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SMH 新建仓+$768.37万
CITROTECH INC 新建仓+$647.25万
ROST 新建仓+$262.06万
VRT 新建仓+$106.25万
URNM 新建仓+$79.75万
2026Q1 卖出最多 按季末市值估算
VSXY 清仓-$725.48万
SPMO 清仓-$483.62万
TPR 减仓-$465.01万
TSLA 清仓-$406.64万
DNUT 清仓-$405.50万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| DKS | DICKS SPORTING GOODS INC | $0 | 0.00% | 0 | -4,257 | -100.0% | -$84.28万 | 清仓 |
| WEN | WENDYS CO | $0 | 0.00% | 0 | -88,272 | -100.0% | -$73.53万 | 清仓 |
| GRND | GRINDR INC | $0 | 0.00% | 0 | -52,697 | -100.0% | -$71.35万 | 清仓 |
| BF/B | BROWN FORMAN CORP | $0 | 0.00% | 0 | -27,254 | -100.0% | -$71.02万 | 清仓 |
| TWLO | TWILIO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WWW | WOLVERINE WORLD WIDE INC | $0 | 0.00% | 0 | -37,841 | -100.0% | -$68.68万 | 清仓 |
| GOLF | ACUSHNET HLDGS CORP | $0 | 0.00% | 0 | -8,591 | -100.0% | -$68.57万 | 清仓 |
| LH | LABCORP HOLDINGS INC | $0 | 0.00% | 0 | -2,702 | -100.0% | -$67.79万 | 清仓 |
| AMKR | AMKOR TECHNOLOGY INC | $0 | 0.00% | 0 | -16,949 | -100.0% | -$66.91万 | 清仓 |
| TDUP | THREDUP INC | $0 | 0.00% | 0 | -103,218 | -100.0% | -$65.96万 | 清仓 |
| HNST | HONEST CO INC | $0 | 0.00% | 0 | -254,780 | -100.0% | -$65.73万 | 清仓 |
| BBWI | BATH & BODY WORKS INC | $0 | 0.00% | 0 | -32,573 | -100.0% | -$65.41万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -10,079 | -100.0% | -$64.21万 | 清仓 |
| NRDS | NERDWALLET INC | $0 | 0.00% | 0 | -45,769 | -100.0% | -$62.02万 | 清仓 |
| AZO | AUTOZONE INC | $0 | 0.00% | 0 | -181 | -100.0% | -$61.39万 | 清仓 |
| UHAL | U HAUL HOLDING COMPANY | $0 | 0.00% | 0 | -11,974 | -100.0% | -$60.36万 | 清仓 |
| MSOS | ADVISORSHARES TR | $0 | 0.00% | 0 | -127,346 | -100.0% | -$60.11万 | 清仓 |
| DEO | DIAGEO PLC | $0 | 0.00% | 0 | -6,731 | -100.0% | -$58.07万 | 清仓 |
| AN | AUTONATION INC | $0 | 0.00% | 0 | -2,785 | -100.0% | -$57.50万 | 清仓 |
| ROOT | ROOT INC | $0 | 0.00% | 0 | -7,900 | -100.0% | -$57.06万 | 清仓 |
| COLM | COLUMBIA SPORTSWEAR CO | $0 | 0.00% | 0 | -10,276 | -100.0% | -$56.61万 | 清仓 |
| EXPE | EXPEDIA GROUP INC | $0 | 0.00% | 0 | -1,969 | -100.0% | -$55.78万 | 清仓 |
| EFX | EQUIFAX INC | $0 | 0.00% | 0 | -2,521 | -100.0% | -$54.70万 | 清仓 |
| LOVE | LOVESAC COMPANY | $0 | 0.00% | 0 | -36,831 | -100.0% | -$54.33万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -2,643 | -100.0% | -$51.51万 | 清仓 |
| REAL | THE REALREAL INC | $0 | 0.00% | 0 | -31,846 | -100.0% | -$50.25万 | 清仓 |
| TBCH | TURTLE BEACH CORP | $0 | 0.00% | 0 | -33,040 | -100.0% | -$46.36万 | 清仓 |
| INDA | ISHARES TR | $0 | 0.00% | 0 | -8,436 | -100.0% | -$45.60万 | 清仓 |
| BMBL | BUMBLE INC | $0 | 0.00% | 0 | -127,499 | -100.0% | -$45.52万 | 清仓 |
| GPC | GENUINE PARTS CO | $0 | 0.00% | 0 | -3,652 | -100.0% | -$44.91万 | 清仓 |
| WSM | WILLIAMS SONOMA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SHOO | MADDEN STEVEN LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CHH | CHOICE HOTELS INTL INC | $0 | 0.00% | 0 | -4,499 | -100.0% | -$42.86万 | 清仓 |
| CRSR | CORSAIR GAMING INC | $0 | 0.00% | 0 | -71,660 | -100.0% | -$42.57万 | 清仓 |
| WH | WYNDHAM HOTELS & RESORTS INC | $0 | 0.00% | 0 | -4,766 | -100.0% | -$36.01万 | 清仓 |
| GO | GROCERY OUTLET HLDG CORP | $0 | 0.00% | 0 | -35,269 | -100.0% | -$35.62万 | 清仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | -1,031 | -100.0% | -$35.48万 | 清仓 |
| BUD | ANHEUSER BUSCH INBEV SA/NV | $0 | 0.00% | 0 | -5,534 | -100.0% | -$35.44万 | 清仓 |
| WOOF | PETCO HEALTH & WELLNESS CO I | $0 | 0.00% | 0 | -125,948 | -100.0% | -$35.39万 | 清仓 |
| FOSL | FOSSIL GROUP INC | $0 | 0.00% | 0 | -90,288 | -100.0% | -$33.95万 | 清仓 |
| TOL | TOLL BROTHERS INC | $0 | 0.00% | 0 | -2,491 | -100.0% | -$33.68万 | 清仓 |
| ZUMZ | ZUMIEZ INC | $0 | 0.00% | 0 | -12,910 | -100.0% | -$33.63万 | 清仓 |
| CPRT | COPART INC | $0 | 0.00% | 0 | -8,433 | -100.0% | -$33.02万 | 清仓 |
| TXN | TEXAS INSTRS INC | $0 | 0.00% | 0 | -1,891 | -100.0% | -$32.81万 | 清仓 |
| AGNT | EXP WORLD HLDGS INC | $0 | 0.00% | 0 | -34,841 | -100.0% | -$31.53万 | 清仓 |
| IGV | ISHARES TR | $0 | 0.00% | 0 | -2,728 | -100.0% | -$28.83万 | 清仓 |
| MDB | MONGODB INC | $0 | 0.00% | 0 | -670 | -100.0% | -$28.12万 | 清仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $0 | 0.00% | 0 | -2,905 | -100.0% | -$26.50万 | 清仓 |
| — | CHILDRENS PL INC NEW | $0 | 0.00% | 0 | -63,835 | -100.0% | -$25.41万 | 清仓 |
| OXM | OXFORD INDS INC | $0 | 0.00% | 0 | -7,315 | -100.0% | -$25.02万 | 清仓 |
| — | ZEVIA PBC | $0 | 0.00% | 0 | -107,508 | -100.0% | -$24.94万 | 清仓 |
| TAP | MOLSON COORS BEVERAGE CO | $0 | 0.00% | 0 | -5,050 | -100.0% | -$23.57万 | 清仓 |
| DVA | DAVITA INC | $0 | 0.00% | 0 | -2,030 | -100.0% | -$23.06万 | 清仓 |
| S | SENTINELONE INC | $0 | 0.00% | 0 | -14,965 | -100.0% | -$22.45万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -337 | -100.0% | -$22.32万 | 清仓 |
| PCAR | PACCAR INC | $0 | 0.00% | 0 | -1,987 | -100.0% | -$21.76万 | 清仓 |
| KWEB | KRANESHARES TRUST | $0 | 0.00% | 0 | -6,377 | -100.0% | -$21.71万 | 清仓 |
| KMX | CARMAX INC | $0 | 0.00% | 0 | -5,517 | -100.0% | -$21.32万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | -444 | -100.0% | -$20.81万 | 清仓 |
| COIN | COINBASE GLOBAL INC | $0 | 0.00% | 0 | -901 | -100.0% | -$20.38万 | 清仓 |
| POWL | POWELL INDS INC | $0 | 0.00% | 0 | -633 | -100.0% | -$20.18万 | 清仓 |
| WIT | WIPRO LTD | $0 | 0.00% | 0 | -57,386 | -100.0% | -$16.30万 | 清仓 |
| SFIX | STITCH FIX INC | $0 | 0.00% | 0 | -26,765 | -100.0% | -$14.05万 | 清仓 |
| — | SPORTSMANS WHSE HLDGS INC | $0 | 0.00% | 0 | -88,890 | -100.0% | -$12.98万 | 清仓 |
| — | SLEEP NUMBER CORP | $0 | 0.00% | 0 | -14,198 | -100.0% | -$12.01万 | 清仓 |
| — | CARPARTS COM INC | $0 | 0.00% | 0 | -159,584 | -100.0% | -$7.98万 | 清仓 |
| — | 1 800 FLOWERS COM INC | $0 | 0.00% | 0 | -15,001 | -100.0% | -$5.90万 | 清仓 |
| — | LESLIES INC | $0 | 0.00% | 0 | -32,800 | -100.0% | -$5.41万 | 清仓 |
| — | BARK INC | $0 | 0.00% | 0 | -82,568 | -100.0% | -$4.97万 | 清仓 |
| — | NOODLES & CO | $0 | 0.00% | 0 | -34,433 | -100.0% | -$2.43万 | 清仓 |
| — | DESTINATION XL GROUP INC | $0 | 0.00% | 0 | -21,074 | -100.0% | -$1.94万 | 清仓 |