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LOT — LOTUS TECHNOLOGY INC

Reported value held$288.27K
Funds holding (latest)10
SectorIndustrials
Funds holding (Q2 2026)3
Institutional value$180.14K · 153.96K sh
New / Add / Cut / Exit0 / 2 / 1 / 2
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Accumulating +40.1% (+44.10K sh)
Institutional value change Up +42.6%

As of Q2 2026, 3 SEC-registered investment managers reported holding LOT (LOTUS TECHNOLOGY INC) in their latest 13F filings, with a combined reported value of $180.14K across 153.96K shares. That is +40.1% by share count (+44.10K shares) versus the previous quarter, while reported value moved +42.6%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 2 added to existing stakes, 1 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

LOT is classified in the Industrials sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 3 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 105.52K $123.45K 0.00% Add
Morgan Stanley history 32.56K $38.10K 0.00% Reduce
UBS Group AG history 15.88K $18.58K 0.00% Add

Q1 2026 — 5 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 44.30K $50.94K 0.00% Add
Citadel Advisors history 42.89K $49.32K 0.00% Reduce
UBS Group AG history 12.39K $14.24K 0.00% Add
Geode Capital Management history 10.05K $11.56K 0.00% Hold
Wells Fargo & Co history 235 $270 0.00% Hold

Q4 2025 — 5 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 64.42K $90.83K 0.00% New
Morgan Stanley history 36.73K $51.79K 0.00% Add
UBS Group AG history 11.11K $15.66K 0.00% Reduce
Geode Capital Management history 10.05K $14.17K 0.00% Hold
Wells Fargo & Co history 235 $331 0.00% Hold

Q3 2025 — 5 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 31.40K $64.37K 0.00% Add
Renaissance Technologies history 18.90K $38.74K 0.00% New
UBS Group AG history 15.15K $31.06K 0.00% Add
Geode Capital Management history 10.05K $20.71K 0.00% Hold
Wells Fargo & Co history 235 $482 0.00% Hold

Q2 2025 — 7 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 30.40K $66.89K 0.00% New
Morgan Stanley history 30.40K $66.89K 0.00% New
UBS Group AG history 14.06K $30.93K 0.00% Reduce
Geode Capital Management history 10.05K $22.11K 0.00% Hold
Wells Fargo & Co history 235 $517 0.00% New
BlackRock Inc history 122 $268 0.00% New
BlackRock Inc history 122 $268 0.00% New

Q1 2025 — 6 funds

FundSharesValuePortfolio WeightChange
Renaissance Technologies history 48.50K $77.60K 0.00% New
Renaissance Technologies history 48.50K $77.60K 0.00% New
UBS Group AG history 39.40K $63.04K 0.00% Add
Marshall Wace history 15.80K $25.28K 0.00% Reduce
Geode Capital Management history 10.05K $16.08K 0.00% Hold
Bank of America Corp history 216 $346 0.00% Reduce

New Positions (Q2 2026)

No fund opened a new position this quarter.

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 10 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024
Citadel Advisors 105.52K 42.89K 64.42K — — — — — — —
Morgan Stanley 32.56K 44.30K 36.73K 31.40K 30.40K — 4.89K — 5.75K —
UBS Group AG 15.88K 12.39K 11.11K 15.15K 14.06K 39.40K 24.21K — 857 —
BlackRock Inc — — — — 122 — — — — —
Renaissance Technologies — — — 18.90K — 48.50K — — — —
Geode Capital Management — 10.05K 10.05K 10.05K 10.05K 10.05K 10.05K 10.05K 10.05K 10.05K
Wells Fargo & Co — 235 235 235 235 — — — — —
JPMorgan Chase & Co — — — — — — — 6.25K — 25.00K
Bank of America Corp — — — — — 216 7.56K 2.71K 165 —
Marshall Wace — — — — — 15.80K 17.40K — — —

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