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Lotus Asset Management LLC — 13F Holdings & Portfolio

CIK 2153440 · latest 13F-HR filed 2026-09-09

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Lotus Asset Management LLC manages $113.0M in 13F-reported U.S. long-equity assets across 43 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VOO (23.51%), AAPL (17.72%), QQQM (13.03%).

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
1020 13TH AVE S
NASHVILLE, TN 37212
Phone
(315) 925-6887
Filing Manager
Lotus Asset Management LLC
NASHVILLE, TN
Signatory
ROHIT SUNDARAM PADMANABHAN
PRESIDENT/CCO
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AUM

$113.0M

Long-equity book

Holdings

43

Distinct positions

Period

2026-06-30

Filed 2026-09-09

Q/Q Activity

—

no prior filing cached

Firm Profile & Key People
Name Title / Status Ownership Type

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All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD INDEX FDS VOO 922908363 $26.6M 23.51% 38,688 SH
2 APPLE INC AAPL 037833100 $20.0M 17.72% 69,222 SH
3 INVESCO EXCH TRADED FD TR II QQQM 46138G649 $14.7M 13.03% 48,587 SH
4 VANGUARD ADMIRAL FDS INC VOOV 921932703 $10.2M 8.99% 46,932 SH
5 VANGUARD SPECIALIZED FUNDS VIG 921908844 $8.8M 7.75% 37,032 SH
6 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $5.2M 4.57% 6,912 SH
7 WISDOMTREE TR DGRW 97717X669 $4.0M 3.51% 41,514 SH
8 ISHARES TR DGRO 46434V621 $2.8M 2.44% 36,340 SH
9 VANGUARD SCOTTSDALE FDS VONE 92206C730 $2.4M 2.16% 7,198 SH
10 ALPHABET INC GOOGL 02079K305 $2.2M 1.97% 6,231 SH
11 MICROSOFT CORP MSFT 594918104 $1.5M 1.31% 3,968 SH
12 VANGUARD INDEX FDS VTV 922908744 $1.2M 1.04% 5,404 SH
13 VANGUARD TAX-MANAGED FDS VEA 921943858 $1.0M 0.91% 14,399 SH
14 INVESCO QQQ TR QQQ 46090E103 $1.0M 0.89% 1,363 SH
15 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $990.4K 0.88% 2,074 SH
16 SELECT SECTOR SPDR TR XLC 81369Y852 $902.9K 0.80% 8,429 SH
17 AMAZON COM INC AMZN 023135106 $808.8K 0.72% 3,393 SH
18 SEAGATE TECHNOLOGY HLDNGS PL STX G7997R103 $675.5K 0.60% 700 SH
19 SPDR GOLD TR GLD 78463V107 $637.9K 0.56% 1,731 SH
20 VANECK ETF TRUST MOAT 92189F643 $551.2K 0.49% 5,301 SH
21 GLOBAL X FDS AIQ 37954Y632 $505.3K 0.45% 7,701 SH
22 SELECT SECTOR SPDR TR XLY 81369Y407 $465.0K 0.41% 3,965 SH
23 META PLATFORMS INC META 30303M102 $464.0K 0.41% 824 SH
24 SCHWAB STRATEGIC TR SCHG 808524300 $445.7K 0.39% 13,170 SH
25 VANGUARD WORLD FD VGT 92204A702 $402.1K 0.36% 3,365 SH
26 ISHARES TR ARTY 46435U556 $397.1K 0.35% 5,215 SH
27 JPMORGAN CHASE & CO JPM 46625H100 $379.1K 0.34% 1,158 SH
28 NVIDIA CORPORATION NVDA 67066G104 $367.3K 0.33% 1,836 SH
29 RTX CORPORATION RTX 75513E101 $363.1K 0.32% 1,914 SH
30 INNOVATOR ETFS TRUST PMAR 45782C383 $328.5K 0.29% 6,877 SH
31 STATE STR SPDR S&P MIDCAP 40 MDY 78467Y107 $260.2K 0.23% 370 SH
32 INTERNATIONAL BUSINESS MACHS IBM 459200101 $252.4K 0.22% 898 SH
33 ROCKWELL AUTOMATION INC ROK 773903109 $243.3K 0.22% 491 SH
34 SELECT SECTOR SPDR TR XLK 81369Y803 $220.4K 0.20% 1,156 SH
35 INNOVATOR ETFS TRUST POCT 45782C797 $214.3K 0.19% 4,618 SH
36 ISHARES TR IVV 464287200 $214.1K 0.19% 286 SH
37 GRAYSCALE BITCOIN MINI TR ET BTC 389930207 $210.5K 0.19% 8,112 SH
38 INNOVATOR ETFS TRUST PAPR 45782C870 $209.9K 0.19% 4,974 SH
39 ORACLE CORP ORCL 68389X105 $209.8K 0.19% 1,432 SH
40 PALO ALTO NETWORKS INC PANW 697435105 $206.0K 0.18% 604 SH
41 VISA INC V 92826C839 $203.8K 0.18% 594 SH
42 INNOVATOR ETFS TRUST PNOV 45782C573 $201.4K 0.18% 4,541 SH
43 GRAYSCALE ETHEREUM STAKING ETH 38964R203 $198.8K 0.18% 13,227 SH