Lotus Asset Management LLC has filed its Form 13F-HR for the period ending June 30, 2026, disclosing equity securities held by the firm. The filing lists 43 separate holdings, with the top positions held by major technology giants and broad market exchange-traded funds.
The largest holding reported in the filing is Alphabet Inc. Class A stock, for which Lotus Asset Management reported ownership of 6,231 shares. Microsoft Corporation is the second-largest holding, with 3,968 shares listed. Apple Inc. follows with 69,222 shares, while Vanguard Index Funds S&P 500 ETF Shares holds 38,688 shares. Other notable individual stock positions include NVIDIA Corporation (1,836 shares), Meta Platforms Inc. Class A (824 shares), and Taiwan Semiconductor Manufacturing Co. Sponsored ADS (2,074 shares).
The portfolio also includes significant allocations to various exchange-traded funds (ETFs). Lotus Asset Management holds positions in the Invesco QQQ Trust Unit Series 1 (1,363 shares), the iShares Core S&P 500 ETF (286 shares), and the iShares Core Dividend Growth ETF (36,340 shares). The firm also holds shares in the SPDR Gold Trust (1,731 shares) and the Grayscale Bitcoin Mini Trust (8,112 shares).
The filing lists Rohit Sundaram Padmanabhan as the President and Chief Compliance Officer of Lotus Asset Management, with the address of the firm located at 1020 13th Ave S, Nashville, TN 37212.
