Canonical: https://ownershiptrace.com/13f/investors/141

# 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](https://ownershiptrace.com/13f/companies/577) | 2026-06-30 | 317095800.00 USD | 34.21% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1317904/0001317904-26-000005-index.html) |
| [Applied Digital Corp.](https://ownershiptrace.com/13f/companies/3497) | 2026-06-30 | 186772924.00 USD | 20.15% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1317904/0001317904-26-000005-index.html) |
| [Alibaba Group Holding Ltd](https://ownershiptrace.com/13f/companies/273) | 2026-06-30 | 60274857.00 USD | 6.50% | hold | [Original filing](https://www.sec.gov/Archives/edgar/data/1317904/0001317904-26-000005-index.html) |
| [ACM Research, Inc.](https://ownershiptrace.com/13f/companies/2431) | 2026-06-30 | 34834477.00 USD | 3.76% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1317904/0001317904-26-000005-index.html) |
| [Hut 8 Corp.](https://ownershiptrace.com/13f/companies/1111) | 2026-06-30 | 31421012.00 USD | 3.39% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1317904/0001317904-26-000005-index.html) |
| [Core Scientific, Inc./tx](https://ownershiptrace.com/13f/companies/1653) | 2026-06-30 | 30715063.00 USD | 3.31% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1317904/0001317904-26-000005-index.html) |
| [VNET Group, Inc.](https://ownershiptrace.com/13f/companies/1967) | 2026-06-30 | 27731472.00 USD | 2.99% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1317904/0001317904-26-000005-index.html) |
| [STRATUS PROPERTIES INC](https://ownershiptrace.com/13f/companies/6961) | 2026-06-30 | 27632459.00 USD | 2.98% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1317904/0001317904-26-000005-index.html) |
| [USA TODAY Co., Inc.](https://ownershiptrace.com/13f/companies/3166) | 2026-06-30 | 26321705.00 USD | 2.84% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1317904/0001317904-26-000005-index.html) |
| [RB GLOBAL INC.](https://ownershiptrace.com/13f/companies/1302) | 2026-06-30 | 21338764.00 USD | 2.30% | hold | [Original filing](https://www.sec.gov/Archives/edgar/data/1317904/0001317904-26-000005-index.html) |
| [GDS Holdings Ltd](https://ownershiptrace.com/13f/companies/626) | 2026-06-30 | 17378031.00 USD | 1.88% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1317904/0001317904-26-000005-index.html) |
| [Palantir Technologies Inc.](https://ownershiptrace.com/13f/companies/1261) | 2026-06-30 | 14306659.00 USD | 1.54% | buy | [Original filing](https://www.sec.gov/Archives/edgar/data/1317904/0001317904-26-000005-index.html) |
| [RLX Technology Inc.](https://ownershiptrace.com/13f/companies/1965) | 2026-06-30 | 12345439.00 USD | 1.33% | hold | [Original filing](https://www.sec.gov/Archives/edgar/data/1317904/0001317904-26-000005-index.html) |
| [Theravance Biopharma, Inc.](https://ownershiptrace.com/13f/companies/651) | 2026-06-30 | 9919330.00 USD | 1.07% | hold | [Original filing](https://www.sec.gov/Archives/edgar/data/1317904/0001317904-26-000005-index.html) |
| [GigaCloud Technology Inc](https://ownershiptrace.com/13f/companies/4790) | 2026-06-30 | 9890642.00 USD | 1.07% | hold | [Original filing](https://www.sec.gov/Archives/edgar/data/1317904/0001317904-26-000005-index.html) |
| [BEYOND MEAT, INC.](https://ownershiptrace.com/13f/companies/803) | 2026-06-30 | 8261700.00 USD | 0.89% | hold | [Original filing](https://www.sec.gov/Archives/edgar/data/1317904/0001317904-26-000005-index.html) |
| [New Oriental Education & Technology Group Inc.](https://ownershiptrace.com/13f/companies/400) | 2026-06-30 | 7467445.00 USD | 0.81% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1317904/0001317904-26-000005-index.html) |
| [Autohome Inc.](https://ownershiptrace.com/13f/companies/1736) | 2026-06-30 | 7002621.00 USD | 0.76% | hold | [Original filing](https://www.sec.gov/Archives/edgar/data/1317904/0001317904-26-000005-index.html) |
| [KT CORP](https://ownershiptrace.com/13f/companies/1166) | 2026-06-30 | 6912000.00 USD | 0.75% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1317904/0001317904-26-000005-index.html) |
| [ADVANCED MICRO DEVICES INC](https://ownershiptrace.com/13f/companies/272) | 2026-06-30 | 6273828.00 USD | 0.68% | buy | [Original filing](https://www.sec.gov/Archives/edgar/data/1317904/0001317904-26-000005-index.html) |

## Recent source filings (up to 20)

| Report period | Filed | Form | Source |
|  --- | --- | --- | --- |
| 2026-06-30 | 2026-08-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1317904/0001317904-26-000005-index.html) |
| 2026-03-31 | 2026-05-15 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1317904/0001317904-26-000004-index.html) |
| 2025-12-31 | 2026-02-13 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1317904/0001317904-26-000002-index.html) |
| 2025-09-30 | 2025-11-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1317904/0001317904-25-000002-index.html) |
| 2025-06-30 | 2025-08-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1317904/0001140361-25-031122-index.html) |
| 2025-03-31 | 2025-05-15 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1317904/0001140361-25-019166-index.html) |
| 2024-12-31 | 2025-02-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1317904/0001140361-25-004557-index.html) |
| 2024-09-30 | 2024-11-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1317904/0001140361-24-046764-index.html) |
| 2024-06-30 | 2024-08-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1317904/0001140361-24-037202-index.html) |
| 2024-03-31 | 2024-05-15 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1317904/0001140361-24-026154-index.html) |
| 2024-03-31 | 2024-07-08 00:00:00 | 13F-HR/A | [Original filing](https://www.sec.gov/Archives/edgar/data/1317904/0001140361-24-032668-index.html) |
| 2023-12-31 | 2024-02-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1317904/0001140361-24-007746-index.html) |
| 2023-09-30 | 2023-11-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1317904/0001140361-23-053186-index.html) |
| 2023-06-30 | 2023-08-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1317904/0001140361-23-039440-index.html) |
| 2023-03-31 | 2023-05-15 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1317904/0001140361-23-024544-index.html) |
| 2022-12-31 | 2023-02-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1317904/0001140361-23-006617-index.html) |
| 2022-09-30 | 2022-11-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1317904/0001567619-22-019669-index.html) |
| 2022-06-30 | 2022-08-15 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1317904/0001567619-22-016129-index.html) |
| 2022-03-31 | 2022-05-16 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1317904/0001567619-22-010694-index.html) |
| 2021-12-31 | 2022-02-15 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1317904/0001567619-22-004534-index.html) |

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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