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Ovata Capital Management LTD
Ovata Capital Management Ltd is an alternative investment management firm headquartered in Hong Kong, specializing in hedge fund strategies across Asia. The firm operates with a focus on equity and special situation investments. Founded to capitalize on unique opportunities in Asian markets, Ovata seeks to serve institutional investors, family offices, and other sophisticated allocators. The team is comprised of experienced investment professionals with a background in regional and international asset management.
Investment Strategy
Ovata Capital Management Ltd employs a research-driven approach focused on Asia-Pacific equity and special situations strategies. The firm aims to deliver absolute returns through robust risk management, fundamental analysis, and flexible use of both long and short positions. Ovata's core philosophy is to leverage local market knowledge and strategic insights into inflection points in companies, often deploying capital opportunistically in both public and private markets.
Latest 13F Filing Activity
Ovata Capital Management LTD filed their most recent 13F report on Jun 30, 2025 disclosing 32 equity positions with a total 13F market value of $462M. The fund increased holdings in Ishares Bitcoin Trust Etf, Fidelity Wise Origin Bitcoin Fund, Grayscale Bitcoin Mini Trust Etf among other positions. Ovata Capital Management LTD reduced exposure to HDFC Bank LTD, Springworks Therapeutics Inc., Ase Technology Holding Co. LTD among others.
Top Holdings
Equity Positions (32)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IBIT | iShares Bitcoin Trust ETF | 15.10% | $69.8M | 1,142,805 | $48.28 | $61.21 | +$33.9M |
T TSM | Taiwan Semiconductor Manufacturing Co Ltd | 10.44% | $48.2M | 218,258 | $171.20 | $226.49 | +$15.7M |
H HDB | HDFC Bank Ltd | 6.34% | $29.3M | 380,196 | $64.16 | $76.67 | -$25.3M |
F FBTC | Fidelity Wise Origin Bitcoin Fund | 6.00% | $27.7M | 295,558 | $93.99 | $93.99 | +$27.7M |
B BTC | Grayscale Bitcoin Mini Trust ETF | 5.87% | $27.1M | 567,872 | $47.75 | $47.75 | +$27.1M |
Industry Allocation
Investment Team (3)
| Name | Role | Location | |
|---|---|---|---|
 | Portfolio Manager | NJ , United States | |
 | Portfolio Manager | Pleasantville, NY , United States | |
 | Portfolio Manager | New York, NY , United States |
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