Oasis Management portfolio — 13F holdings Q2 2026
Oasis Management (Seth Fischer) reported 103 long positions worth $926.8 million as of 2026-06-30. Top holdings: VAIL RESORTS INC, Applied Digital Corp., Alibaba Group Holding Ltd, ACM Research, Inc., Hut 8 Corp.. Quarterly changes and source links to the original SEC 13F filings. Long options are listed separately in the interactive view.
Reported share positions (up to 20)
| Company | Report period | Value | Portfolio weight | Change | Source |
|---|---|---|---|---|---|
| VAIL RESORTS INC | 2026-06-30 | 317095800.00 USD | 34.21% | add | Original filing |
| Applied Digital Corp. | 2026-06-30 | 186772924.00 USD | 20.15% | add | Original filing |
| Alibaba Group Holding Ltd | 2026-06-30 | 60274857.00 USD | 6.50% | hold | Original filing |
| ACM Research, Inc. | 2026-06-30 | 34834477.00 USD | 3.76% | add | Original filing |
| Hut 8 Corp. | 2026-06-30 | 31421012.00 USD | 3.39% | reduce | Original filing |
| Core Scientific, Inc./tx | 2026-06-30 | 30715063.00 USD | 3.31% | reduce | Original filing |
| VNET Group, Inc. | 2026-06-30 | 27731472.00 USD | 2.99% | reduce | Original filing |
| STRATUS PROPERTIES INC | 2026-06-30 | 27632459.00 USD | 2.98% | reduce | Original filing |
| USA TODAY Co., Inc. | 2026-06-30 | 26321705.00 USD | 2.84% | add | Original filing |
| RB GLOBAL INC. | 2026-06-30 | 21338764.00 USD | 2.30% | hold | Original filing |
| GDS Holdings Ltd | 2026-06-30 | 17378031.00 USD | 1.88% | add | Original filing |
| Palantir Technologies Inc. | 2026-06-30 | 14306659.00 USD | 1.54% | buy | Original filing |
| RLX Technology Inc. | 2026-06-30 | 12345439.00 USD | 1.33% | hold | Original filing |
| Theravance Biopharma, Inc. | 2026-06-30 | 9919330.00 USD | 1.07% | hold | Original filing |
| GigaCloud Technology Inc | 2026-06-30 | 9890642.00 USD | 1.07% | hold | Original filing |
| BEYOND MEAT, INC. | 2026-06-30 | 8261700.00 USD | 0.89% | hold | Original filing |
| New Oriental Education & Technology Group Inc. | 2026-06-30 | 7467445.00 USD | 0.81% | reduce | Original filing |
| Autohome Inc. | 2026-06-30 | 7002621.00 USD | 0.76% | hold | Original filing |
| KT CORP | 2026-06-30 | 6912000.00 USD | 0.75% | add | Original filing |
| ADVANCED MICRO DEVICES INC | 2026-06-30 | 6273828.00 USD | 0.68% | buy | Original filing |
Recent source filings (up to 20)
| Report period | Filed | Form | Source |
|---|---|---|---|
| 2026-06-30 | 2026-08-14 00:00:00 | 13F-HR | Original filing |
| 2026-03-31 | 2026-05-15 00:00:00 | 13F-HR | Original filing |
| 2025-12-31 | 2026-02-13 00:00:00 | 13F-HR | Original filing |
| 2025-09-30 | 2025-11-14 00:00:00 | 13F-HR | Original filing |
| 2025-06-30 | 2025-08-14 00:00:00 | 13F-HR | Original filing |
| 2025-03-31 | 2025-05-15 00:00:00 | 13F-HR | Original filing |
| 2024-12-31 | 2025-02-14 00:00:00 | 13F-HR | Original filing |
| 2024-09-30 | 2024-11-14 00:00:00 | 13F-HR | Original filing |
| 2024-06-30 | 2024-08-14 00:00:00 | 13F-HR | Original filing |
| 2024-03-31 | 2024-05-15 00:00:00 | 13F-HR | Original filing |
| 2024-03-31 | 2024-07-08 00:00:00 | 13F-HR/A | Original filing |
| 2023-12-31 | 2024-02-14 00:00:00 | 13F-HR | Original filing |
| 2023-09-30 | 2023-11-14 00:00:00 | 13F-HR | Original filing |
| 2023-06-30 | 2023-08-14 00:00:00 | 13F-HR | Original filing |
| 2023-03-31 | 2023-05-15 00:00:00 | 13F-HR | Original filing |
| 2022-12-31 | 2023-02-14 00:00:00 | 13F-HR | Original filing |
| 2022-09-30 | 2022-11-14 00:00:00 | 13F-HR | Original filing |
| 2022-06-30 | 2022-08-15 00:00:00 | 13F-HR | Original filing |
| 2022-03-31 | 2022-05-16 00:00:00 | 13F-HR | Original filing |
| 2021-12-31 | 2022-02-15 00:00:00 | 13F-HR | Original filing |
Public disclosures can be delayed, incomplete, or amended. Report period describes a position date; transaction date describes a reported transaction; filed describes submission. A recent filing or page update does not establish a current holding. A dash means unavailable or not comparable, not zero.
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