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Asset Manager ← All Institutions

Caitong International Asset Management Co., Ltd

Q4 2025 · Filed 2026-03-04
Market Value
$2.1B
+1409.6%
Holdings
2,499
-4
New Purchases
709
Added To
770
Closed
512
Reduced
491
Top 10 Concentration
21.9%
Turnover
48.9%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MRNA 2.99% 0.03% +2.96% $63M
AR 2.63% 0.00% +2.63% $56M
GME 2.56% 0.00% +2.56% $54M
F-PD 2.46% 0.00% +2.46% $52M
AAL 2.37% 0.01% +2.36% $50M
SIRI 1.87% 0.00% +1.87% $40M
PUBM 1.86% 0.01% +1.84% $39M
UEC 1.83% 0.00% +1.83% $39M
NX 1.65% 0.00% +1.65% $35M
MH 1.42% 0.02% +1.40% $30M
ONDS 1.59% 0.20% +1.39% $34M
PINS 1.34% 0.00% +1.34% $29M
BRZE 1.33% 0.00% +1.33% $28M
VRRM 1.33% 0.00% +1.33% $28M
SEM 1.32% 0.00% +1.32% $28M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CRWV 0.47% 9.99% -9.52% $10M
TSLA 1.68% 9.98% -8.29% $36M
NVDA 0.00% 6.30% -6.30% $4K
WOLF 0.01% 6.08% -6.08% $141K
IONQ 0.00% 3.87% -3.86% $84K
OKLO 0.09% 3.18% -3.09% $2M
RGTI 0.01% 2.43% -2.42% $127K
ORCL 0.16% 2.30% -2.14% $3M
INTC 0.00% 2.06% -2.06% $24K
QBTS 0.14% 1.69% -1.55% $3M
YNDX 0.13% 1.52% -1.38% $3M
2HQ.DE 0.00% 1.22% -1.22% $0
PATH 0.05% 1.23% -1.17% $1M
LLY 0.00% 1.06% -1.06% $0
MSFT 0.20% 1.08% -0.89% $4M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 60 $105M 4.9%
Large Cap 700 $569M 26.8%
Mid Cap 873 $714M 33.6%
Small Cap 699 $650M 30.6%
Micro Cap 167 $87M 4.1%

Portfolio Analytics

Avg Market Cap
$33.6B
Median Market Cap
$4.1B
Avg P/E
32.6
Median P/E
20.5
Avg Dividend Yield
0.02%
Avg Beta
1.14
# Stocks
2,498
# ETFs / Funds
1

Top Holdings (2,499 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 MRNA 2.99% 2,153 $63M $29,490.01 $63M +387 +21.9%
2 AR 2.63% 1,623 $56M $34,460.26 +1,623 NEW
3 GME 2.56% 2,705 $54M $20,079.85 +2,705 NEW
4 F-PD 2.46% 3,982 $52M $13,120.04 +3,982 NEW
5 AAL 2.37% 3,282 $50M $15,329.98 $50M +2,217 +208.2%
6 SIRI 1.87% 1,989 $40M $19,994.97 +1,989 NEW
7 PUBM 1.86% 4,449 $39M $8,870.08 $39M +1,915 +75.6%
8 UEC 1.83% 3,335 $39M $11,680.06 +3,335 NEW
9 TSLA 1.68% 79,497 $36M $449.72 $22M +47,928 +151.8%
10 NX 1.65% 2,280 $35M $15,379.82 +2,280 NEW
11 ONDS 1.59% 3,466,373 $34M $9.76 $34M +3,429,398 +9274.9%
12 NIO 1.55% 6,463 $33M $5,099.95 $33M -36,462 -84.9%
13 MH 1.42% 1,831 $30M $16,500.27 $30M -115 -5.9%
14 PINS 1.34% 1,101 $29M $25,890.10 $29M +1,049 +2017.3%
15 BRZE 1.33% 825 $28M $34,289.70 $28M +803 +3650.0%
16 VRRM 1.33% 1,260 $28M $22,410.32 $28M +1,142 +967.8%
17 SEM 1.32% 1,888 $28M $14,850.11 +1,888 NEW
18 THS 1.29% 1,159 $27M $23,590.16 +1,159 NEW
19 DAKT 1.27% 1,360 $27M $19,769.85 $27M +1,354 +22566.7%
20 CWH 1.18% 2,574 $25M $9,729.99 +2,574 NEW
21 MU 1.09% 81,131 $23M $285.41 +81,131 NEW
22 GDEN 1.07% 839 $23M $27,189.51 $23M +72 +9.4%
23 SOLS 1.07% 469 $23M $48,579.96 +469 NEW
24 MXL 1.06% 1,297 $23M $17,430.22 +1,297 NEW
25 KD 1.05% 839 $22M $26,560.19 +839 NEW
26 SFIX 1.04% 4,193 $22M $5,249.94 +4,193 NEW
27 AGNT 1.03% 2,423 $22M $9,049.94 +2,423 NEW
28 RKLB 1.01% 307,873 $21M $69.76 $21M +306,298 +19447.5%
29 ALKS 1.01% 767 $21M $27,980.44 $21M +762 +15240.0%
30 KDP 1.01% 763 $21M $28,010.48 $21M -4,722 -86.1%
31 TITN 0.97% 1,369 $21M $15,040.18 +1,369 NEW
32 ENOV 0.94% 752 $20M $26,639.63 $20M +479 +175.5%
33 FIVN 0.94% 998 $20M $20,050.10 +998 NEW
34 ARHS 0.90% 1,711 $19M $11,209.82 $19M -1,100 -39.1%
35 SPT 0.89% 1,674 $19M $11,270.01 +1,674 NEW
36 WSC 0.87% 976 $18M $18,829.92 $18M +308 +46.1%
37 YELP 0.85% 593 $18M $30,389.54 +593 NEW
38 NTGR 0.84% 725 $18M $24,529.66 +725 NEW
39 LFST 0.83% 2,495 $18M $7,040.08 $18M +2,491 +62275.0%
40 WAY 0.82% 535 $18M $32,749.53 $18M +479 +855.4%
41 MLCO 0.81% 2,261 $17M $7,570.10 $17M -11 -0.5%
42 CDNA 0.78% 881 $17M $18,839.95 $17M +870 +7909.1%
43 LTBR 0.75% 1,266 $16M $12,639.81 $16M -1,056 -45.5%
44 ARCC 0.74% 779 $16M $20,229.78 +779 NEW
45 SNDX 0.74% 750 $16M $21,010.67 $16M +703 +1495.7%
46 CEVA 0.72% 711 $15M $21,520.39 +711 NEW
47 RNW 0.69% 2,605 $15M $5,649.90 $15M +2,578 +9548.1%
48 INVA 0.67% 707 $14M $19,990.10 +707 NEW
49 ECVT 0.64% 1,390 $14M $9,730.22 +1,390 NEW
50 PTLO 0.63% 2,956 $13M $4,539.92 $13M +2,860 +2979.2%
51 CENX 0.63% 339 $13M $39,179.94 +339 NEW
52 SMMT 0.62% 751 $13M $17,490.01 +751 NEW
53 CGON 0.62% 316 $13M $41,518.99 +316 NEW
54 VCYT 0.61% 310 $13M $42,100.00 +310 NEW
55 TU 0.60% 973 $13M $13,169.58 $13M -759 -43.8%
56 AMBC 0.58% 1,597 $12M $7,780.21 +1,597 NEW
57 COIN 0.58% 54,243 $12M $226.14 +54,243 NEW
58 DOW 0.56% 505 $12M $23,380.20 $12M -2,884 -85.1%
59 ARCT 0.56% 1,925 $12M $6,129.87 +1,925 NEW
60 LB 0.55% 237 $12M $48,991.56 $12M +155 +189.0%
61 MGNI 0.52% 686 $11M $16,230.32 $11M +679 +9700.0%
62 BTCS 0.52% 4,181 $11M $2,640.04 +4,181 NEW
63 CODI 0.50% 2,233 $11M $4,799.82 +2,233 NEW
64 CSX 0.47% 277 $10M $36,249.10 $10M -678 -71.0%
65 CRWV 0.47% 139,511 $10M $71.61 -$4M +36,785 +35.8%
66 TGNA 0.47% 510 $10M $19,409.80 $10M -1,259 -71.2%
67 NE 0.46% 346 $10M $28,239.88 +346 NEW
68 IREN 0.45% 251,035 $9M $37.77 $9M +250,848 +134143.3%
69 DOMO 0.44% 1,121 $9M $8,429.97 +1,121 NEW
70 NCNO 0.43% 359 $9M $25,640.67 $9M +68 +23.4%
71 FLO 0.43% 840 $9M $10,879.76 $9M -30 -3.5%
72 PRTH 0.43% 1,662 $9M $5,450.06 +1,662 NEW
73 LI 0.42% 533 $9M $16,930.58 $9M +495 +1302.6%
74 FIG 0.42% 241 $9M $37,369.29 $9M -1,969 -89.1%
75 PLTR 0.42% 49,984 $9M $177.75 $8M +46,021 +1161.3%
76 MTCH 0.42% 275 $9M $32,290.91 +275 NEW
77 GEO 0.42% 549 $9M $16,120.22 $9M +546 +18200.0%
78 ARLO 0.42% 632 $9M $13,990.51 $9M +629 +20966.7%
79 CORT 0.41% 251,632 $9M $34.80 +251,632 NEW
80 FSM 0.41% 883 $9M $9,809.74 $9M -801 -47.6%
81 EC 0.41% 860 $9M $10,019.77 $9M +848 +7066.7%
82 BMNR 0.40% 310,651 $8M $27.15 +310,651 NEW
83 STOK 0.37% 245 $8M $31,738.78 +245 NEW
84 TGTX 0.35% 249 $7M $29,811.24 +249 NEW
85 DNUT 0.32% 1,677 $7M $4,020.27 +1,677 NEW
86 CON 0.31% 340 $7M $19,679.41 $7M -1,102 -76.4%
87 CAI 0.31% 247 $7M $26,979.76 $7M +39 +18.8%
88 APLS 0.31% 263 $7M $25,121.67 +263 NEW
89 STLA 0.31% 602 $7M $10,890.37 +602 NEW
90 QNST 0.31% 455 $7M $14,369.23 +455 NEW
91 ADNT 0.31% 339 $6M $19,171.09 $6M +13 +4.0%
92 IMMR 0.30% 951 $6M $6,800.21 $6M +890 +1459.0%
93 LQDT 0.30% 207 $6M $30,309.18 +207 NEW
94 GOOGL 0.28% 19,248 $6M $313.00 $5M +14,354 +293.3%
95 AUPH 0.27% 361 $6M $15,950.14 +361 NEW
96 PRCH 0.26% 611 $6M $9,129.30 +611 NEW
97 ALLY 0.26% 120 $5M $45,291.67 +120 NEW
98 OVV 0.25% 135 $5M $39,192.59 +135 NEW
99 0LOV.L 0.24% 674 $5M $7,719.58 +674 NEW
100 BEN 0.24% 216 $5M $23,888.89 +216 NEW

New Positions

SymbolValue% Port
AR $56M 2.63%
GME $54M 2.56%
F-PD $52M 2.46%
SIRI $40M 1.87%
UEC $39M 1.83%
NX $35M 1.65%
SEM $28M 1.32%
THS $27M 1.29%
CWH $25M 1.18%
MU $23M 1.09%
SOLS $23M 1.07%
MXL $23M 1.06%
KD $22M 1.05%
SFIX $22M 1.04%
AGNT $22M 1.03%

Sold Out Positions

SymbolValue% Port
ABT —%
CCS —%
AVB —%
BDX —%
EXR —%
EXPD —%
ATR —%
RH —%
ARES —%
EMN —%
DECK —%
ETD —%
MTDR —%
YETI —%
UBER —%
View SEC EDGAR Filings for Caitong International Asset Management Co., Ltd →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms