ATOUR LIFESTYLE HLDGS LTD ATAT
SPONSORED ADS · ADR · CUSIP 04965M106
- SectorConsumer discretionary
- IndustryHotels & Motels
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($655.4k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $26.89. Options: 6 managers hold calls ($12.5m notional), 6 hold puts ($7.6m).
Trends to Q4 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q4 2022 | 14 |
| Q1 2023 | 24 |
| Q2 2023 | 46 |
| Q3 2023 | 54 |
| Q4 2023 | 70 |
| Q1 2024 | 70 |
| Q2 2024 | 79 |
| Q3 2024 | 101 |
| Q4 2024 | 147 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2023 | 17 | 8 |
| Q2 2023 | 35 | 13 |
| Q3 2023 | 32 | 21 |
| Q4 2023 | 48 | 16 |
| Q1 2024 | 39 | 38 |
| Q2 2024 | 59 | 34 |
| Q3 2024 | 63 | 37 |
| Q4 2024 | 98 | 45 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2024 | $449 | $0 | 0.00 |
| Q2 2024 | $0 | $0 | — |
| Q3 2024 | $4.5m | $2.2m | 0.49 |
| Q4 2024 | $12.5m | $7.6m | 0.61 |
Biggest buyers
| MORGAN STANLEY | Added | +1.5m |
| ACADIAN ASSET MANAGEMENT LLC | Added | +1.3m |
| OLP CAPITAL MANAGEMENT Ltd | Added | +1.1m |
| FMR LLC | Added | +1.0m |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | New | +908.7k |
| 3G Capital Partners LP | Added | +725.0k |
| BlackRock, Inc. | Added | +633.2k |
| MACKENZIE FINANCIAL CORP | New | +632.1k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Added | +561.4k |
| MILLENNIUM MANAGEMENT LLC | Added | +540.5k |
Biggest sellers
| GOLDMAN SACHS GROUP INC | Reduced | -2.3m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -722.2k |
| FIL Ltd | Reduced | -659.5k |
| JPMORGAN CHASE & CO | Reduced | -607.6k |
| Mitsubishi UFJ Trust & Banking Corp | Reduced | -593.6k |
| SYLEBRA CAPITAL LLC | Reduced | -353.5k |
| OVERSEA-CHINESE BANKING Corp Ltd | Reduced | -342.8k |
| First Beijing Investment Ltd | Reduced | -207.7k |
| Perseverance Asset Management International | Reduced | -194.4k |
| FACT Capital, LP | Reduced | -106.5k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $7.5m278.3k shares |
| SIMPLEX TRADING, LLC | Added | $2.9m109.3k shares |
| GROUP ONE TRADING LLC | Added | $1.4m51.1k shares |
| CITADEL ADVISORS LLC | Added | $368.4k13.7k shares |
| WOLVERINE TRADING, LLC | New | $345.3k13.0k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $3.8m139.6k shares |
| SIMPLEX TRADING, LLC | Added | $1.5m57.0k shares |
| JANE STREET GROUP, LLC | New | $978.8k36.4k shares |
| GROUP ONE TRADING LLC | New | $822.8k30.6k shares |
| CITADEL ADVISORS LLC | Added | $513.6k19.1k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| Wang Haijun 13G · exempt (held before listing) -1.1 pts · filed 2025-06-25 | 19.1% |
| OLP CAPITAL MANAGEMENT Ltd 13G · institution +1.1 pts · filed 2025-11-13 | 7.5% |
| NORGES BANK 13G · institution +1.6 pts · filed 2026-08-12 | 6.1% |
| M&G Plc 13G · institution new · filed 2026-10-15 | 5.2% |
Fell to 5% or below in the last year: OceanLink Partners Fund, LP (4.7%, 2026-08-14), First Beijing Investment Ltd (0.0%, 2026-05-13)
Insider purchases and sales in Q4 2024
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
None reported in Q4 2024.
Holders, Q4 2024
| Manager | Shares | Change |
|---|---|---|
| OLP CAPITAL MANAGEMENT Ltd 24.51% of their portfolio | 7.2m $193.7m | Added +1.1m |
| First Beijing Investment Ltd 10.37% of their portfolio | 5.4m $146.1m | Reduced -207.7k |
| Aspex Management (HK) Ltd 3.28% of their portfolio | 4.5m $121.3m | Unchanged |
| M&G PLC 0.61% of their portfolio | 3.7m $99.4m | Added +162.4k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 3.5m $95.0m | Added +269.7k |
| MORGAN STANLEY 0.01% of their portfolio | 3.1m $83.7m | Added +1.5m |
| FIL Ltd 0.06% of their portfolio | 2.6m $68.9m | Reduced -659.5k |
| Man Group plc 0.17% of their portfolio | 2.1m $55.2m | Added +366.9k |
| VANGUARD GROUP INC 0.00% of their portfolio | 2.0m $54.5m | Reduced -11.8k |
| FMR LLC 0.00% of their portfolio | 1.9m $51.6m | Added +1.0m |
| ACADIAN ASSET MANAGEMENT LLC 0.12% of their portfolio | 1.5m $40.5m | Added +1.3m |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 1.4m $38.3m | Reduced -2.3m |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.4m $38.0m | Reduced -607.6k |
| NORGES BANK 0.00% of their portfolio | 1.4m $36.5m | Added +298.1k |
| BlackRock, Inc. 0.00% of their portfolio | 1.3m $34.5m | Added +633.2k |
| RENAISSANCE TECHNOLOGIES LLC 0.05% of their portfolio | 1.2m $32.8m | Added +441.2k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.03% of their portfolio | 1.2m $32.0m | Added +203.0k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.07% of their portfolio | 1.2m $31.9m | Added +69.8k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.10% of their portfolio | 1.0m $27.7m | Added +561.4k |
| 3G Capital Partners LP 7.71% of their portfolio | 1.0m $26.9m | Added +725.0k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.06% of their portfolio | 908.7k $24.4m | New |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 883.3k $23.8m | Added +540.5k |
| D. E. Shaw & Co., Inc. 0.03% of their portfolio | 862.8k $23.2m | Added +538.8k |
| SYLEBRA CAPITAL LLC 0.76% of their portfolio | 758.2k $20.4m | Reduced -353.5k |
| Perseverance Asset Management International 2.61% of their portfolio | 720.4k $19.4m | Reduced -194.4k |
| PRUDENTIAL PLC 0.10% of their portfolio | 698.7k $18.8m | Added +137.5k |
| Mitsubishi UFJ Trust & Banking Corp 0.04% of their portfolio | 654.9k $17.6m | Reduced -593.6k |
| MACKENZIE FINANCIAL CORP 0.01% of their portfolio | 632.1k $16.9m | New |
| JUPITER ASSET MANAGEMENT LTD 0.15% of their portfolio | 581.3k $15.6m | Added +334.2k |
| Burgundy Asset Management Ltd. 0.15% of their portfolio | 547.4k $14.7m | Reduced -31.7k |
| UBS Group AG 0.00% of their portfolio | 529.6k $14.2m | Added +527.6k |
| FACT Capital, LP 5.87% of their portfolio | 500.4k $13.5m | Reduced -106.5k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio | 444.8k $12.0m | Added +411.9k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 437.9k $11.8m | New |
| OVERSEA-CHINESE BANKING Corp Ltd 0.32% of their portfolio | 418.8k $11.3m | Reduced -342.8k |
| Triata Capital Ltd 4.31% of their portfolio | 386.9k $10.4m | First filing |
| AI-Squared Management Ltd 10.27% of their portfolio | 374.6k $10.1m | Added +241.1k |
| CITIGROUP INC 0.01% of their portfolio | 364.3k $9.8m | Added +192.4k |
| RENAISSANCE GROUP LLC 0.35% of their portfolio | 316.5k $8.5m | New |
| SERENITY CAPITAL MANAGEMENT PTE. LTD. 4.96% of their portfolio | 275.0k $7.4m | Unchanged |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 255.7k $6.9m | Added +207.5k |
| LAZARD ASSET MANAGEMENT LLC 0.01% of their portfolio | 224.4k $6.0m | Added +117.0k |
| MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC 1.22% of their portfolio | 222.8k $6.0m | Reduced -241 |
| Ghisallo Capital Management LLC 0.31% of their portfolio | 200.0k $5.4m | Unchanged |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 197.3k $5.3m | Added +33.0k |
| CAUSEWAY CAPITAL MANAGEMENT LLC 0.12% of their portfolio | 193.7k $5.2m | New |
| Think Investments LP 1.13% of their portfolio | 191.0k $5.1m | New |
| Jump Financial, LLC 0.10% of their portfolio | 180.4k $4.9m | Added +2.6k |
| Walleye Capital LLC 0.05% of their portfolio | 179.2k $4.8m | Added +154.2k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 176.5k $4.7m | Added +75.8k |
| Numerai GP LLC 1.24% of their portfolio | 168.4k $4.5m | Reduced -68.0k |
| BARCLAYS PLC 0.00% of their portfolio | 161.8k $4.4m | Added +96.3k |
| Woodline Partners LP 0.03% of their portfolio | 161.2k $4.3m | New |
| SEI INVESTMENTS CO 0.01% of their portfolio | 160.8k $4.3m | New |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 152.5k $4.1m | Reduced -722.2k |
| Quantedge Capital Pte Ltd 1.46% of their portfolio | 148.6k $4.0m | New |
| Trexquant Investment LP 0.05% of their portfolio | 148.0k $4.0m | Reduced -77.2k |
| STATE STREET CORP 0.00% of their portfolio | 133.3k $3.6m | Added +26.3k |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 115.6k $3.1m | New |
| ABN AMRO INVESTMENT SOLUTIONS 0.05% of their portfolio | 109.7k $2.9m | Added +989 |
| Monolith Management Ltd 1.46% of their portfolio | 107.3k $2.9m | New |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 103.4k $2.8m | Reduced -100.6k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 98.9k $2.7m | Reduced -6.8k |
| CAXTON ASSOCIATES LP 0.08% of their portfolio | 94.4k $2.5m | Added +70.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 92.9k $2.5m | Added +23.7k |
| Verition Fund Management LLC 0.01% of their portfolio | 92.6k $2.5m | New |
| Polymer Capital Management (HK) LTD 0.42% of their portfolio | 89.2k $2.4m | New |
| CAPITAL FUND MANAGEMENT S.A. 0.02% of their portfolio | 85.7k $2.3m | New |
| Penserra Capital Management LLC 0.04% of their portfolio | 84.5k $2.3m | Added +77.9k |
| GAM Holding AG 0.17% of their portfolio | 84.0k $2.3m | Reduced -16.0k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 83.1k $2.2m | Added +73.4k |
| Mirae Asset Global Investments Co., Ltd. 0.01% of their portfolio | 78.5k $2.1m | Reduced -47 |
| NORTHERN TRUST CORP 0.00% of their portfolio | 75.5k $2.0m | Added +43.9k |
| Legal & General Group Plc 0.00% of their portfolio | 72.1k $1.9m | Added +70.8k |
| Van Berkom & Associates Inc. 0.06% of their portfolio | 71.8k $1.9m | Added +37.9k |
| Invesco Ltd. 0.00% of their portfolio | 67.1k $1.8m | Added +3.4k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 66.7k $1.8m | Added +4.0k |
| Newport Asia LLC 100.00% of their portfolio | 66.0k $1.8m | Reduced -30.6k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 65.9k $1.8m | Added +43.3k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 63.9k $1.7m | New |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 62.8k $1.7m | Added +2.3k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 52.3k $1.4m | New |
| Leading Securities Co Ltd 4.55% of their portfolio | 52.1k $1.4m | First filing |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio | 49.1k $1.3m | Added +43.6k |
| BI Asset Management Fondsmaeglerselskab A/S 0.01% of their portfolio | 48.6k $1.3m | New |
| CenterBook Partners LP 0.08% of their portfolio | 47.8k $1.3m | New |
| Sanctuary Advisors, LLC 0.01% of their portfolio | 47.6k $1.3m | New |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 41.6k $1.1m | New |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 0.01% of their portfolio | 40.5k $1.1m | New |
| Mariner, LLC 0.00% of their portfolio | 38.0k $1.0m | Added +9.4k |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 35.9k $965.4k | Reduced -23.0k |
| Quantbot Technologies LP 0.03% of their portfolio | 34.7k $933.4k | New |
| Engineers Gate Manager LP 0.01% of their portfolio | 31.7k $853.1k | New |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 27.9k $750.3k | New |
| Quadrature Capital Ltd 0.01% of their portfolio | 27.7k $745.2k | Reduced -5.3k |
| MML INVESTORS SERVICES, LLC 0.00% of their portfolio | 26.9k $723.0k | New |
| O'Neil Global Advisors, Inc. 0.21% of their portfolio | 26.7k $717.0k | New |
| Squarepoint Ops LLC 0.00% of their portfolio | 25.4k $683.4k | New |
| Lester Murray Antman dba SimplyRich 0.18% of their portfolio | 23.3k $626.0k | Added +2.5k |
| HRT FINANCIAL LP 0.00% of their portfolio | 21.4k $574.0k | New |