Athos Capital Ltd

HONG KONG, K3 · CIK 1681662 · 13F filing filed 2026-08-13

Exempt reporting adviser since 2017 · corporation

Private funds2 (2 hedge) · $1.1bn gross assets
Form ADV · 2026-03-24SEC adviser record

Legal entityAthos Capital Limited (HK)

$278.3m reported value -14.2% vs Q1 2026

37positions

79.4%in top 10

7 new 3 added 5 reduced 14 sold out vs Q1 2026

Options: 1 call positions ($3.5m notional), 0 put positions (— notional) – listed below, not included above.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	WARNER BROS DISCOVERY INC COM SER A WBD	WBD	1,748,075	$46.6m16.75%	16.75%	Added +4.0k	+4,000 0.2%
2	HELLO GROUP INC ADS MOMO	MOMO	7,447,401	$43.2m15.52%	15.52%	Reduced -34.1k	-34,058 -0.5%
3	KE HLDGS INC SPONSORED ADS BEKE	BEKE	2,192,308	$31.9m11.45%	11.45%	Reduced -56.1k	-56,092 -2.5%
4	NORFOLK SOUTHN CORP COM NSC	NSC	75,520	$23.8m8.54%	8.54%	Added +53.0k	+53,000 235.3%
5	JANUS HENDERSON GROUP PLC ORD SHS ORD SHS		311,583	$16.2m5.82%	5.82%	Unchanged
6	WEBSTER FINL CORP COM WBS	WBS	200,000	$15.3m5.49%	5.49%	Added +50.0k	+50,000 33.3%
7	KENVUE INC COM KVUE	KVUE	682,724	$13.0m4.69%	4.69%	Reduced -1.1m	-1,063,403 -60.9%
8	QORVO INC COM QRVO	QRVO	120,000	$11.2m4.02%	4.02%	New
9	CAESARS ENTERTAINMENT INC NE COM CZR	CZR	357,178	$10.8m3.87%	3.87%	New
10	TXNM ENERGY INC COM TXNM	TXNM	157,592	$8.9m3.22%	3.22%	Reduced -2.6k	-2,650 -1.6%
11	CHAGEE HLDGS LTD SPONSORED ADS CHA	CHA	634,615	$7.6m2.74%	2.74%	Unchanged
12	BIO-TECHNE CORP COM TECH	TECH	100,000	$7.1m2.54%	2.54%	New
13	BRIGHTHOUSE FINL INC COM BHF	BHF	100,000	$6.3m2.27%	2.27%	Reduced -30.0k	-30,000 -23.1%
14	LIBERTY BROADBAND CORP COM SER C LBRDK	LBRDK	189,722	$6.3m2.27%	2.27%	Unchanged
15	MAKEMYTRIP LIMITED MAURITIUS SHS MMYT	MMYT	92,320	$4.9m1.77%	1.77%	Unchanged
16	CATALYST PHARMACEUTICALS INC COM CPRX	CPRX	150,000	$4.7m1.69%	1.69%	New
17	JOYY INC ADS REPSTG COM A JOYY	JOYY	67,933	$4.5m1.61%	1.61%	Unchanged
18	PENUMBRA INC COM PEN	PEN	11,160	$3.5m1.27%	1.27%	Unchanged
19	FACT II ACQUISITION CORP UNIT 99/99/9999 FACTU	FACTU	250,000	$2.7m0.97%	0.97%	Unchanged
20	AVANOS MED INC COM AVNS	AVNS	100,000	$2.5m0.89%	0.89%	New
21	ATRIUM THERAPEUTICS INC COM RNA	RNA	107,965	$1.5m0.52%	0.52%	Unchanged
22	SILICON LABORATORIES INC COM SLAB	SLAB	6,204	$1.4m0.49%	0.49%	Unchanged
23	DYNAMIX CORP UNIT 99/99/9999 DYNCU	DYNCU	125,000	$1.4m0.49%	0.49%	Unchanged
24	BOLD EAGLE ACQUISITION CORP UNIT 99/99/9999 BEAGU	BEAGU	100,000	$1.1m0.40%	0.40%	Unchanged
25	OAKTREE ACQUISITION CORP III UNIT 10/04/2029 OACCU	OACCU	50,000	$550.0k0.20%	0.20%	Unchanged
26	HUYA INC ADS REP SHS A HUYA	HUYA	152,990	$352.0k0.13%	0.13%	Unchanged
27	CHURCHILL CAPITAL CORP IX UNIT 99/99/9999 UNIT 99/99/9999		25,000	$275.0k0.10%	0.10%	Unchanged
28	EINRIDE AB SPON ADS ENRD	ENRD	25,000	$216.0k0.08%	0.08%	New
29	BRIDGER AEROSPACE GRP HLDGS *W EXP 01/24/202 BAERW	BAERW	66,062	$127.0k0.05%	0.05%	Unchanged
30	ECARX HOLDINGS INC *W EXP 12/20/202 ECXWW	ECXWW	92,368	$119.0k0.04%	0.04%	Unchanged
31	DOUYU INTL HLDGS LTD SPONSORED ADS DOYU	DOYU	23,863	$111.0k0.04%	0.04%	Unchanged
32	EINRIDE AB *W EXP 06/08/203 ENRDW	ENRDW	12,499	$108.0k0.04%	0.04%	New
33	GENERATION ESSENTIALS GROUP *W EXP 02/15/202 TGE.WS	TGE.WS	83,331	$85.0k0.03%	0.03%	Unchanged
34	ENVOY MEDICAL INC *W EXP 09/29/202 COCHW	COCHW	28,588	$23.0k0.01%	0.01%	Unchanged
35	COMPLETE SOLARIA INC *W EXP 07/31/202 SPWRW	SPWRW	28,420	$20.0k0.01%	0.01%	Unchanged
36	STARDUST PWR INC *W EXP 06/21/202 SDSTW	SDSTW	11,378	$18.0k0.01%	0.01%	Unchanged
37	MURANO GLOBAL INVTS PLC *W EXP 03/19/202 MRNOW	MRNOW	42,840	$10.0k0.00%	0.00%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
VIPSHOP HLDGS LTD VIPS	VIPS	1,477,450	$23.2m1.5m shares
HOLOGIC INC HOLX	HOLX	196,900	$14.9m196.9k shares
CHART INDS INC GTLS	GTLS	65,260	$13.5m65.3k shares
AMICUS THERAPEUTICS INC FOLD	FOLD	695,500	$10.1m695.5k shares
ELECTRONIC ARTS INC EA	EA	42,200	$8.6m42.2k shares
ARCELLX INC ACLX	ACLX	64,900	$7.5m64.9k shares
REVOLUTION MEDICINES INC RVMD	RVMD	36,900	$3.6m36.9k shares
RENEW ENERGY GLOBAL PLC RNW	RNW	329,817	$1.5m329.8k shares
LEGATO MERGER CORP III		25,000	$278.0k25.0k shares
LANVIN GROUP HOLDINGS LIMITE LANWF	LANWF	157,703	$238.0k157.7k shares
CAPTIVISION INC CPTWF	CPTWF	32,075	$13.0k32.1k shares
ZOOZ PWR LTD ZOOZW	ZOOZW	17,135	$5.0k17.1k shares
P3 HEALTH PARTNERS INC PIIIW	PIIIW	37,052	$2.0k37.1k shares
ASPIRE BIOPHARMA HLDGS INC ASBPW	ASBPW	21,383	$1.0k21.4k shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
ROKU INC ROKU · Call	ROKU	Call	25,400	$3.5m25.4k shares	New

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
HELLO GROUP INC MOMO · 13G · filed 2026-05-13	MOMO	7.0%	+1.8 pts	13G	2026-05-13