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Atour Lifestyle Holdings (ATAT): which funds own it

Consumer Discretionary →Data as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

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8 concentrated managers hold it (−1 vs last quarter) with a median weight of 3.2%.

Who owns Atour Lifestyle Holdings?

Atour Lifestyle Holdings trades in the U.S. through ADRs, certificates that represent shares of a non-U.S. company. Form 13F counts ADRs while the company reports ordinary shares, so we do not compute percentages. Holders reporting more than 5% of the ordinary shares to the SEC (Schedules 13D/13G): Haijun Wang, 19.1% (13G/A filed Jun 25, 2025), OLP Capital Management, 7.5% (13G filed Nov 13, 2025), Norges Bank, 6.1% (13G/A filed Aug 12, 2026) and M&g, 5.2% (13G filed Oct 15, 2026). As of Jun 30, 2026, the largest ADR holders reported on Form 13F were OLP Capital Management (7.7 million ADRs), M&g (4.6 million ADRs) and Schroder Investment Management Group (4.5 million ADRs).

Which institutions hold the most Atour Lifestyle Holdings shares?

Per Form 13F filings as of Jun 30, 2026, in ADRs:

  1. 1. OLP Capital Management: 7.7 million ADRs
  2. 2. M&g: 4.6 million ADRs
  3. 3. Schroder Investment Management Group: 4.5 million ADRs
  4. 4. JPMorgan Chase: 4.1 million ADRs
  5. 5. Norges Bank: 4.0 million ADRs
  6. 6. FMR: 3.8 million ADRs
  7. 7. WFM Asia (bvi): 3.1 million ADRs
  8. 8. Mitsubishi UFJ Trust & Banking: 2.8 million ADRs
  9. 9. Vanguard Capital Management: 2.3 million ADRs
  10. 10. BlackRock: 2.1 million ADRs

Sources:13G/A by Haijun Wang (Jun 25, 2025) ↗13G by OLP Capital Management (Nov 13, 2025) ↗13G/A by Norges Bank (Aug 12, 2026) ↗13G by M&g (Oct 15, 2026) ↗All of the company's proxy statements on EDGAR ↗

We hold 13D and 13G filings made since Dec 23, 2024: a holder above 5% that has not filed since then does not appear here.

Atour Lifestyle Holdings revenue

Atour Lifestyle Holdings reported annual revenue of $1.40 billion for fiscal year 2025 (year ended December 31, 2025), according to its Form 20-F filed with the SEC (XBRL data).

Concentrated managers
8
All 13F: 179
Consensus
24/100
across 8 concentrated managersRanks by accumulation, portfolio weight and number of managers; it does not say more are buying than selling.
Price at Jun 30, 2026 (per 13F)
$31.8
-13.6% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

Change in managers (9 → 8): 0 opened · 1 exited = −1

Net flow in the quarter: −$175M (−5.5 M shares) · bought $5.3M and sold $180MShares concentrated managers added minus those they cut, valued at the 13F quarter-end implied price, not each trade's price. It is a different measure from the change in managers: the two can have opposite signs.

The set of concentrated managers changed between quarters: with the set as it was then, 7 held it last quarter (the chart point); with today's set, 9 (the base for the change).

Concentrated managers holding it

Up to 15, sorted by position value. The percentage is the weight in each manager's portfolio.

Other relevant holders

Filers with $100M or more in the stock that do not count as concentrated managers because of their type: they are left out of the counts, the consensus and the accumulation.

Largest holders of ATAT (all 13F filers)

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

Fundamentals

12-month figures to Dec 31, 2025 · balance sheet as of Dec 31, 2025.

Profitability
Operating margin
23.6%
Net margin
16.6%
ROE
45.1%
Growth
Revenue (TTM)
$1.4 bn
Revenue growth
41.0%
Net income (TTM)
$232M
Balance sheet
Net debt / EBITDA
−2.4x
Free cash flow (TTM)
$273M
Quality vs sector
89/100

Figures from the statements the company filed with the SEC (10-K, 10-Q). Free cash flow = operating cash flow − capital expenditures; empty if the company does not report capex. “Quality vs sector”: 0 to 100, the average of its percentiles in ROE, operating margin, free-cash-flow margin, revenue and earnings growth and net debt / EBITDA (at least 3 needed) against companies in its sector above $300M. How each figure is calculated

Shares outstanding: buybacks and dilution

Diluted shares by fiscal year (split-adjusted)

2025: 419.3 M

419.3 M0
20222025
1 year
+0.5%
3 years
+9.9%
5 years
no data
Buybacks (FY 2025)
$47.2M
Share issuance
no data
Stock-based compensation
$18.8M1.3% of revenue
Dividends paid
$110M

From the statements the company filed with the SEC (10-K). The change compares average diluted shares of each fiscal year, on today's basis: negative = it bought back more than it issued; positive = dilution. “No data” = the company does not report that item under a tag we can read; it does not mean zero.

Earnings quality and debt

Operating cash flow ÷ net income (12 months)
1.23
Interest coverage (operating income ÷ interest)
543 timesfiscal 2025
Debt due within 12 months
$35.8M0.04 times cash and investments

From the figures the company filed with the SEC. Cash flow over net income near or above 1 means earnings are collected in cash; far below, that part is accounting. Coverage says how many times operating income pays the latest fiscal year's interest. Maturities come from the debt note of the latest annual report, counted from its closing date. “No data” never means zero.

Insiders (Form 4)

Officers and directors who bought (6 m)
no data
Amount (6 m)
no data
CEO/CFO bought (12 m)
No

Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.

Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →

Above 5% (13D/13G)

Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.

This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.

  • M&g5.2%13Gfiling ↗Event: Sep 30, 2026 · filed: Oct 15, 2026
  • OceanLink Partners Fund4.72%(fell below 5%)13G · amendmentfiling ↗Event: Jun 30, 2026 · filed: Aug 14, 2026
  • Norges Bank6.06%13G · amendmentfiling ↗Event: Jun 30, 2026 · filed: Aug 12, 2026

Above 5% over time (13D/13G)

Each holder with its filings in order. History since December 2024.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗

Other Consumer Discretionary stocks in managers' portfolios

Same sector and a similar number of concentrated managers holding them. It is a list to keep exploring, not a recommendation.

All of Consumer Discretionary →

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