undamentalytics Newsletter

Atour Lifestyle Holdings Ltd: which funds bought and sold

Institutions that bought and sold Atour Lifestyle Holdings shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 100 institutions that filed 13F reports for both quarters added to or opened positions in Atour Lifestyle Holdings, and 94 cut or closed them. Together they sold a net 9.2M shares, −11.1% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 3.3M shares (+13.7%); index fund managers were net buyers of 229K shares (+4.4%). 24 opened a new position and 30 sold out entirely.

Bought, Q2 2026 100 institutions, 24 of them new holders Sold, Q2 2026 94 institutions, 30 of them sold out
Net change, all compared −9.2M shares (−11.1%)
Net change, active managers +3.3M shares (+13.7%), 24 bought, 19 sold

Buyers versus sellers

institutions compared, 207
Active managers and hedge funds 24 bought · 19 sold · +3.3M
Index fund managers 6 bought · 2 sold · +229K
Other institutions 70 bought · 73 sold · −12.7M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Capital World Investors Active manager +1.8M New position 1.8M $57.9M
M&G PLC +1.8M +62.5% 4.6M $146M
Jupiter Asset Management Ltd Active manager +1.2M +2129.1% 1.3M $41M
Bright Valley Capital Ltd +1.0M New position 1.0M $32.4M
Temasek Holdings (Private) Ltd +998K +1275.9% 1.1M $34.2M
Schroder Investment Management Group Active manager +995K +28.7% 4.5M $144M
Lazard Asset Management LLC Active manager +985K +226.7% 1.4M $45.2M
Green Court Capital Management Ltd +872K +423.5% 1.1M $34.3M
Mitsubishi Ufj Trust & Banking Corp +558K +24.7% 2.8M $89.6M
Balyasny Asset Management L.P. Hedge fund +378K +60.8% 999K $31.8M
Man Group PLC Hedge fund +350K +28.6% 1.6M $50M
Arrowstreet Capital, Limited Partnership Hedge fund +289K +85.3% 628K $20M
California Public Employees Retirement System +286K +233.5% 408K $13M
Connor, Clark & Lunn Investment Management Ltd. +212K New position 212K $6.7M
Dymon Asia Capital (Singapore) Pte. Ltd. +203K +164.6% 327K $10.4M
BNP Paribas Financial Markets +203K +5693.1% 206K $6.6M
Citigroup Inc +192K +189.8% 293K $9.3M
Wellington Management Group LLP Active manager +188K +116.8% 348K $11.1M
Morgan Stanley +176K +26.1% 849K $27M
Oversea-Chinese Banking Corp Ltd +148K +27.8% 679K $21.6M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Olp Capital Management Ltd −8.5M −52.4% 7.7M $245M
Aspex Management (HK) Ltd −3.6M Sold out 0 —
Bank Of America Corp −1.7M −69.7% 731K $23.2M
UBS Group AG −1.2M −93.4% 81K $2.6M
FMR LLC Active manager −1.1M −22.8% 3.8M $120M
Principal Financial Group Inc −978K Sold out 0 —
Greenwoods Asset Management Hong Kong Ltd. Active manager −803K −31.0% 1.8M $56.9M
Cederberg Capital Ltd −604K −67.1% 296K $9.4M
SG Americas Securities, LLC −578K −99.3% 3,932 $125,000
Goldman Sachs Group Inc −559K −67.1% 274K $8.7M
Wfm Asia (BVI) Ltd −550K −14.9% 3.1M $99.6M
American Century Companies Inc Active manager −420K −61.1% 268K $8.5M
Capital Wealth Planning, LLC −389K Sold out 0 —
CI Investments Inc. −381K Sold out 0 —
Think Investments LP −361K −40.2% 536K $17.1M
Monolith Management Ltd −305K Sold out 0 —
Renaissance Technologies LLC Hedge fund −271K −12.6% 1.9M $59.9M
Voloridge Investment Management, LLC Hedge fund −241K −72.8% 90K $2.9M
Millennium Management LLC Hedge fund −223K −16.1% 1.2M $37M
Two Sigma Investments, LP Hedge fund −208K −72.6% 79K $2.5M

New positions

largest by value

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Aspex Management (HK) Ltd 3.6M $131M
Principal Financial Group Inc 978K $36M
Capital Wealth Planning, LLC 389K $14.3M
CI Investments Inc. 381K $14M
Monolith Management Ltd 305K $11.2M
Susquehanna Portfolio Strategies, LLC 144K $5.3M
Ghisallo Capital Management LLCHedge fund 100K $3.7M
Franklin Resources IncActive manager 100K $3.7M
Nomura Holdings Inc 69K $2.5M
Driehaus Capital Management LLCActive manager 52K $1.9M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
181
Ten largest holders
49.8%
of 13F-reported shares
Index fund managers
7.0%
of 13F-reported shares
Active managers and hedge funds
35.4%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 24 19 2 5 +3.3M +13.7%
Index fund managers 6 2 1 0 +229K +4.4%
Other institutions 70 73 21 25 −12.7M −23.6%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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