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Portfolio (Quarterly) Guide ↗

Athos Capital Ltd

· CIK 0001681662
13F Portfolio $324M AUM 44 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 13 New 12 Added 3 Reduced 6 Exited
Page 2 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MMYT MAKEMYTRIP LIMITED MAURITIUS Consumer Cyclical 92,320.0 $3.4M 1.06% NEW $37.29 +27.6%
22 FACT II ACQUISITION CORP 250,000.0 $2.7M 0.82% $10.67
23 RNW RENEW ENERGY GLOBAL PLC Utilities 329,817.0 $1.5M 0.47% -177K -35.0% $4.58 +36.9%
24 RNA ATRIUM THERAPEUTICS INC Healthcare 107,965.0 $1.4M 0.45% NEW $13.37 +1.0%
25 DYNAMIX CORP 125,000.0 $1.4M 0.42% $10.85
26 SLAB SILICON LABORATORIES INC Technology 6,204.0 $1.3M 0.40% NEW $208.09 +4.9%
27 BOLD EAGLE ACQUISITION CORP 100,000.0 $1.1M 0.33% $10.80
28 OAKTREE ACQUISITION CORP III 50,000.0 $534K 0.17% $10.68
29 HUYA HUYA INC Communication Services 152,990.0 $505K 0.16% +18K +13.2% $3.30 -23.2%
30 LEGATO MERGER CORP III 25,000.0 $278K 0.09% $11.12
31 CHURCHILL CAPITAL CORP IX 25,000.0 $263K 0.08% $10.52
32 LANVIN GROUP HOLDINGS LIMITE 157,703.0 $238K 0.07% $1.51
33 BRIDGER AEROSPACE GRP HLDGS 66,062.0 $131K 0.04% NEW $1.98
34 DOYU DOUYU INTL HLDGS LTD Communication Services 23,863.0 $120K 0.04% +3K +13.3% $5.03 -0.9%
35 GENERATION ESSENTIALS GROUP 83,331.0 $102K 0.03% $1.22
36 ECARX HOLDINGS INC 92,368.0 $90K 0.03% $0.97
37 SUNPOWER INC 28,420.0 $36K 0.01% $1.27
38 STARDUST PWR INC 11,378.0 $27K 0.01% $2.37
39 ENVOY MEDICAL INC 28,588.0 $19K 0.01% $0.66
40 MURANO GLOBAL INVTS PLC 42,840.0 $18K 0.01% $0.42
Page 2 of 3  ·  44 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Communication Services 39.6%
Financial Services 11.9%
Real Estate 11.7%
Consumer Defensive 10.5%
Consumer Cyclical 9.3%
Healthcare 9.1%
Industrials 6.9%
Utilities 0.5%
Technology 0.4%