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Midas Edge

13-F holdings, Q2 2026

Oasis Management Co Ltd.

A 13-F is the report large US investment managers file with the SEC each quarter, listing the stocks they held at quarter end.

Reported value
$926.8M
Positions
104
Filed
Data as of

These holdings are as of , 130 days ago.

13-Fs for Q3 2026 are due by .

Read filingRead the filing on SEC.gov

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Top holdings

  1. MTN$317.1M
    2,329,018 shares34.2% of the book
  2. APLD$186.8M
    5,007,317 shares20.2% of the book
  3. ACMR$34.8M
    274,525 shares3.8% of the book
  4. HUT$31.4M
    272,173 shares3.4% of the book
  5. CORZ$30.7M
    1,200,276 shares3.3% of the book
  6. VNET$27.7M
    3,449,188 shares3% of the book
  7. STRS$27.6M
    961,129 shares3% of the book
  8. TDAY$26.3M
    3,078,562 shares2.8% of the book
  9. RBA$21.3M
    183,244 shares2.3% of the book
  10. GDS$17.4M
    578,689 shares1.9% of the book

What changed this quarter

13 new positions and 11 sold out, against Q1 2026. A buy or sell is the change in shares at the Q2 2026 price, with Q1 2026 shares adjusted for stock splits.

Largest buys

  • APLD

    APPLIED DIGITAL CORP

    +$148.2M

    +384.8% shares

  • MTN

    VAIL RESORTS INC

    +$32.8M

    +11.5% shares

  • TDAY

    USA TODAY CO INC

    +$15M

    +131.5% shares

  • PLTR

    PALANTIR TECHNOLOGIES INC

    +$14.3M

    New

  • AMD

    ADVANCED MICRO DEVICES INC

    +$6.3M

    New

Largest sells

  • HUT

    HUT 8 CORP

    −$258.1M

    -89.1% shares

  • CORZ

    CORE SCIENTIFIC INC NEW

    −$29.3M

    -48.8% shares

  • PDD

    PDD HOLDINGS INC

    −$11.6M

    Sold out, was 1.4% of the book

  • WEN

    WENDYS CO

    −$10.5M

    Sold out, was 1.2% of the book

  • VNET

    VNET GROUP INC

    −$9.4M

    -25.3% shares

What was sold out, by size

  • 5 real positions, 0.25% of the book or more
  • 4 small, between 0.015% and 0.25%
  • 2 slivers under 0.015%, often rounding or client flows

Not counted as trades: ILLRW (newly listed or spun off).

All of this comes from the filer's public SEC filings. A 13-F shows long positions in US-listed securities at quarter end and can leave out short positions, cash and non-US holdings, so it is not the whole portfolio. This is filing data, not investment advice.