Ovata Capital Management Ltd: summary

Ovata Capital Management Ltd reported 43 positions with a reported value of $1.33B in its 13F for Q2 2026. Compared with Q1 2026: 27 new positions, 22 exited.

Top positions

• Seagate HDD Cayman
• WEC ENERGY GROUP INC
• PPL CAP FDG INC
• CLOUDFLARE INC
• HDFC BANK LTD
• Ryanair Holdings PLC
• WAYFAIR INC
• PINNACLE WEST CAP CORP
• AKAMAI TECHNOLOGIES INC
• ORMAT TECHNOLOGIES INC