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. Holder counts are more reliable. Implied quarter-end price ≈ $27.38. Options: 8 managers hold calls ($29.4m notional), 6 hold puts ($11.0m).
Trends to Q1 2025
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 |
| Q1 2025 | 155 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q1 2025 | 84 | 83 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2024 | $0 | $0 | — |
| Q3 2024 | $4.5m | $2.2m | 0.49 |
| Q4 2024 | $12.5m | $7.6m | 0.61 |
| Q1 2025 | $29.4m | $11.0m | 0.37 |
Biggest buyers
| Mirae Asset Global Investments Co., Ltd. | Added | +2.5m |
| PRINCIPAL FINANCIAL GROUP INC | New | +2.4m |
| AMERIPRISE FINANCIAL INC | New | +1.2m |
| FMR LLC | Added | +1.1m |
| MORGAN STANLEY | Added | +1.0m |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Added | +730.5k |
| Walleye Capital LLC | Added | +718.2k |
| WFM ASIA (BVI) Ltd | New | +615.3k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | Added | +578.7k |
| Think Investments LP | Added | +504.5k |
Biggest sellers
| Perseverance Asset Management International | Sold out | -720.4k |
| MACKENZIE FINANCIAL CORP | Sold out | -632.1k |
| JUPITER ASSET MANAGEMENT LTD | Sold out | -581.3k |
| First Beijing Investment Ltd | Reduced | -395.6k |
| M&G PLC | Reduced | -367.9k |
| FIL Ltd | Reduced | -353.4k |
| D. E. Shaw & Co., Inc. | Reduced | -327.5k |
| SYLEBRA CAPITAL LLC | Reduced | -233.2k |
| SCHRODER INVESTMENT MANAGEMENT GROUP | Reduced | -217.2k |
| AI-Squared Management Ltd | Reduced | -176.6k |
Biggest calls
| JANE STREET GROUP, LLC | New | $20.5m722.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $5.0m176.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $2.0m71.0k shares |
| WOLVERINE TRADING, LLC | Added | $569.0k20.0k shares |
| GROUP ONE TRADING LLC | Reduced | $541.5k19.1k shares |
| CITADEL ADVISORS LLC | Added | $518.8k18.3k shares |
| PEAK6 LLC | New | $266.5k9.4k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $5.1m180.3k shares |
| JANE STREET GROUP, LLC | Added | $3.8m132.5k shares |
| CITADEL ADVISORS LLC | Added | $1.2m42.4k shares |
| SIMPLEX TRADING, LLC | Reduced | $776.0k27.4k shares |
| GROUP ONE TRADING LLC | Reduced | $130.4k4.6k 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 Q1 2025
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 Q1 2025.
Holders, Q1 2025
| Manager | Shares | Change |
|---|---|---|
| OLP CAPITAL MANAGEMENT Ltd 27.29% of their portfolio | 7.4m $210.2m | Added +213.8k |
| First Beijing Investment Ltd 9.80% of their portfolio | 5.0m $142.8m | Reduced -395.6k |
| Aspex Management (HK) Ltd 3.30% of their portfolio | 4.5m $127.9m | Unchanged |
| MORGAN STANLEY 0.01% of their portfolio | 4.1m $116.8m | Added +1.0m |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 3.4m $95.9m | Reduced -151.9k |
| M&G PLC 0.44% of their portfolio | 3.3m $92.8m | Reduced -367.9k |
| FMR LLC 0.01% of their portfolio | 3.0m $84.5m | Added +1.1m |
| Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio | 2.6m $130.8k | Added +2.5m |
| PRINCIPAL FINANCIAL GROUP INC 0.04% of their portfolio | 2.4m $68.3m | New |
| FIL Ltd 0.06% of their portfolio | 2.2m $62.6m | Reduced -353.4k |
| Man Group plc 0.18% of their portfolio | 2.1m $59.0m | Added +31.0k |
| VANGUARD GROUP INC 0.00% of their portfolio | 2.0m $57.5m | Reduced -445 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.13% of their portfolio | 1.6m $46.5m | Added +730.5k |
| NORGES BANK 0.01% of their portfolio | 1.6m $44.6m | Added +214.9k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 1.4m $40.7m | Added +14.5k |
| ACADIAN ASSET MANAGEMENT LLC 0.11% of their portfolio | 1.4m $38.9m | Reduced -135.1k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.3m $37.9m | Reduced -75.0k |
| RENAISSANCE TECHNOLOGIES LLC 0.06% of their portfolio | 1.3m $37.4m | Added +99.1k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 1.2m $34.9m | New |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.07% of their portfolio | 1.2m $33.1m | Reduced -18.2k |
| BlackRock, Inc. 0.00% of their portfolio | 1.2m $32.7m | Reduced -131.9k |
| 3G Capital Partners LP 8.55% of their portfolio | 1.1m $29.8m | Added +50.0k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.03% of their portfolio | 986.5k $28.1m | Reduced -217.2k |
| MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio | 921.8k $26.1m | Added +38.6k |
| Walleye Capital LLC 0.28% of their portfolio | 897.4k $25.4m | Added +718.2k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.09% of their portfolio | 874.2k $24.8m | Reduced -154.3k |
| UBS Group AG 0.01% of their portfolio | 833.1k $23.6m | Added +303.5k |
| PRUDENTIAL PLC 0.10% of their portfolio | 699.0k $19.8m | Added +349 |
| Think Investments LP 3.85% of their portfolio | 695.5k $19.7m | Added +504.5k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.02% of their portfolio | 645.4k $18.3m | Added +578.7k |
| CAUSEWAY CAPITAL MANAGEMENT LLC 0.38% of their portfolio | 642.5k $18.2m | Added +448.9k |
| WFM ASIA (BVI) Ltd 1.95% of their portfolio | 615.3k $17.4m | New |
| Burgundy Asset Management Ltd. 0.17% of their portfolio | 584.8k $16.6m | Added +37.4k |
| OVERSEA-CHINESE BANKING Corp Ltd 0.46% of their portfolio | 550.1k $15.6m | Added +131.3k |
| D. E. Shaw & Co., Inc. 0.02% of their portfolio | 535.3k $15.2m | Reduced -327.5k |
| SYLEBRA CAPITAL LLC 0.75% of their portfolio | 525.0k $14.9m | Reduced -233.2k |
| Mitsubishi UFJ Trust & Banking Corp 0.04% of their portfolio | 504.4k $14.3m | Reduced -150.4k |
| FACT Capital, LP 6.74% of their portfolio | 500.4k $14.2m | Unchanged |
| Triata Capital Ltd 2.74% of their portfolio | 427.8k $12.1m | Added +40.9k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.01% of their portfolio | 423.3k $12.0m | Added +423.3k |
| CITIGROUP INC 0.01% of their portfolio | 422.4k $12.0m | Added +58.1k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 416.8k $11.8m | First filing |
| Qube Research & Technologies Ltd 0.02% of their portfolio | 357.8k $10.1m | Added +242.2k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio | 342.8k $9.7m | Reduced -102.1k |
| BRIGHT VALLEY CAPITAL Ltd 3.91% of their portfolio | 300.0k $8.5m | New |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 292.9k $8.3m | Added +37.2k |
| RENAISSANCE GROUP LLC 0.36% of their portfolio | 286.5k $8.1m | Reduced -30.1k |
| Serenity Capital LLC 4.66% of their portfolio | 275.0k $7.8m | First filing |
| SERENITY CAPITAL MANAGEMENT PTE. LTD. 4.66% of their portfolio | 275.0k $7.8m | Unchanged |
| HHLR ADVISORS, LTD. 0.19% of their portfolio | 242.3k $6.9m | New |
| Woodline Partners LP 0.04% of their portfolio | 239.5k $6.8m | Added +78.3k |
| LAZARD ASSET MANAGEMENT LLC 0.01% of their portfolio | 238.0k $6.7m | Added +13.6k |
| MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC 1.28% of their portfolio | 219.3k $6.2m | Reduced -3.5k |
| AI-Squared Management Ltd 7.35% of their portfolio | 198.0k $5.6m | Reduced -176.6k |
| Aberdeen Group plc 0.01% of their portfolio | 189.7k $5.4m | New |
| MARSHALL WACE, LLP 0.01% of their portfolio | 186.8k $5.3m | New |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 168.9k $4.8m | Reduced -28.5k |
| BARCLAYS PLC 0.00% of their portfolio | 153.5k $4.4m | Reduced -8.3k |
| STATE STREET CORP 0.00% of their portfolio | 138.4k $3.9m | Added +5.1k |
| Quantedge Capital Pte Ltd 1.19% of their portfolio | 132.8k $3.8m | Reduced -15.8k |
| 1832 Asset Management L.P. 0.01% of their portfolio | 127.7k $3.6m | New |
| Monolith Management Ltd 2.38% of their portfolio | 125.1k $3.5m | Added +17.8k |
| LBP AM SA 0.05% of their portfolio | 124.9k $3.5m | New |
| ABN AMRO INVESTMENT SOLUTIONS 0.07% of their portfolio | 122.7k $3.5m | Added +13.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 106.8k $3.0m | Reduced -45.7k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 106.6k $3.0m | Reduced -54.2k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 106.0k $3.0m | Added +2.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 104.1k $3.0m | Added +11.2k |
| Ghisallo Capital Management LLC 0.25% of their portfolio | 100.0k $2.8m | Reduced -100.0k |
| Trexquant Investment LP 0.03% of their portfolio | 96.9k $2.7m | Reduced -51.1k |
| O'Neil Global Advisors, Inc. 5.17% of their portfolio | 96.4k $2.7m | Added +69.8k |
| GAM Holding AG 0.20% of their portfolio | 92.0k $2.6m | Added +8.0k |
| Polymer Capital Management (HK) LTD 0.44% of their portfolio | 89.8k $2.5m | Added +626 |
| Invesco Ltd. 0.00% of their portfolio | 78.5k $2.2m | Added +11.4k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 77.7k $2.2m | Reduced -5.4k |
| Numerai GP LLC 0.41% of their portfolio | 76.9k $2.2m | Reduced -91.6k |
| Balyasny Asset Management L.P. 0.01% of their portfolio | 75.5k $2.1m | New |
| Legal & General Group Plc 0.00% of their portfolio | 72.4k $2.1m | Added +314 |
| NORTHERN TRUST CORP 0.00% of their portfolio | 68.4k $1.9m | Reduced -7.1k |
| CAPITAL FUND MANAGEMENT S.A. 0.02% of their portfolio | 61.4k $1.7m | Reduced -24.3k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 60.3k $1.7m | Reduced -2.5k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% of their portfolio | 60.0k $1.7m | New |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 58.7k $1.7m | Added +44.0k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 53.8k $1.5m | Added +1.5k |
| Leading Securities Co Ltd 9.07% of their portfolio | 53.2k $1.5m | Added +1.1k |
| Newport Asia LLC 100.00% of their portfolio | 53.0k $1.5m | Reduced -12.9k |
| Van Berkom & Associates Inc. 0.05% of their portfolio | 51.6k $1.5m | Reduced -20.2k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 51.0k $1.4m | Reduced -12.9k |
| E Fund Management Co., Ltd. 0.07% of their portfolio | 48.5k $1.4m | New |
| Jump Financial, LLC 0.02% of their portfolio | 45.1k $1.3m | Reduced -135.3k |
| BI Asset Management Fondsmaeglerselskab A/S 0.01% of their portfolio | 43.0k $1.2m | Reduced -5.6k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 41.6k $1.2m | Unchanged |
| NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio | 36.5k $1.0m | Added +36.5k |
| E Fund Management (Hong Kong) Co., Ltd. 0.92% of their portfolio | 36.3k $1.0m | New |
| Mariner, LLC 0.00% of their portfolio | 35.3k $999.5k | Reduced -2.8k |
| LMR Partners LLP 0.02% of their portfolio | 35.0k $992.2k | New |
| HighTower Advisors, LLC 0.00% of their portfolio | 34.2k $968.8k | Added +15.1k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 33.8k $959.0k | New |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 0.01% of their portfolio | 32.6k $923.4k | Reduced -8.0k |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 32.4k $918.5k | Reduced -3.5k |