ATAT
Atour Lifestyle Holdings Limited · Consumer Cyclical · Travel Lodging
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +1.5% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 81 | -2 | 45.72M | $1.46B | +6 | −7 |
| Q1 2026 | 83 | +10 | 41.61M | $1.53B | +15 | −6 |
| Q4 2025 | 73 | +2 | 37.27M | $1.47B | +3 | — |
| Q3 2025 | 16 | 0 | 20.84M | $783.21M | +1 | −2 |
| Q2 2025 | 14 | 0 | 13.97M | $454.08M | +1 | −1 |
| Q1 2025 | 11 | 0 | 5.62M | $159.45M | +1 | −1 |
| Q4 2024 | 11 | 0 | 5.68M | $152.75M | — | — |
| Q3 2024 | 10 | +1 | 3.83M | $98.69M | +2 | −1 |
| Q2 2024 | 9 | — | 3.87M | $70.93M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 4.13M | — | $134.15M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 2 | The Vanguard Group ✦ (passive) | 2.72M | — | $88.55M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Renaissance Technologies ✦ | 1.79M | +35.8% | $58.19M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 1.29M | — | $41.82M | 0.0% | n/c | 1 | SEC ↗ ×11 |
| 5 | Norges Bank ✦ (passive) | 849.81K | -45.9% | $27.63M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 6 | Arrowstreet Capital ✦ | 806.45K | +135.3% | $26.22M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | D. E. Shaw & Co. ✦ | 718.35K | +34.2% | $23.35M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | Marshall Wace ✦ | 474.69K | +154.1% | $15.43M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Millennium Management ✦ | 340.73K | -63.0% | $11.08M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 10 | Wellington Management ✦ | 301.38K | +2.9% | $9.80M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 11 | State Street Global Advisors ✦ (passive) | 188.02K | +35.9% | $6.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 163.47K | New | $5.31M | 0.0% | New | 1 | SEC ↗ ×2 |
| 13 | Geode Capital Management ✦ (passive) | 104.04K | 0.0% | $3.38M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 14 | T. Rowe Price ✦ | 94.38K | -11.6% | $3.07M | 0.0% | ▼ Trim | 5 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $5.31M | 0.0% |
Exited
| Two Sigma Investments | $3.00M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 183 holders, 71.11M shares, $2.25B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.