M&G Plc ATAT — ATOUR LIFESTYLE HLDGS LTD

Ownership history in M&G Plc  ·  9 quarters on record

AI Ownership Summary

M&G Plc reported ATOUR LIFESTYLE HLDGS LTD (ATAT) in 9 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.73% in 2026 Q2. The latest visible filing shows ATAT at 0.73% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ATAT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was M&G Plc's position in ATOUR LIFESTYLE HLDGS LTD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

ATAT was reported at 0.73% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.73% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ATAT stock page M&G Plc fund profile M&G Plc full holdings
How M&G Plc held ATAT — position size vs. price
% of Fund (quarterly)    ATAT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 4,567,124 +1,756,466 +62.5% 0.73% $146.1M 2026-08-06 $35.31
2026 Q1 ADDED — — — 2,810,658 +279 +0.0% 0.54% $104.0M 2026-05-13 $36.47
2025 Q4 REDUCED 7.1% -6.5% ✅ 2,810,379 -214,903 -7.1% 0.56% $109.6M 2026-02-12 $39.06
2025 Q3 REDUCED 8.3% +7.5% ❌ 3,025,282 -273,648 -8.3% 0.61% $115.0M 2025-11-07 $38.30
2025 Q2 REDUCED — — — 3,298,930 -13,654 -0.4% 0.60% $108.9M 2025-08-08 $34.52
2025 Q1 REDUCED 10.0% +16.2% ❌ 3,312,584 -367,929 -10.0% 0.44% $92.8M 2025-05-13 $28.52
2024 Q4 ADDED — — — 3,680,513 +162,407 +4.6% 0.61% $99.4M 2025-02-11 $27.92
2024 Q3 ADDED — — — 3,518,106 +2,230,247 +173.2% 0.33% $91.5M 2024-10-31 $25.22
2024 Q2 INITIATED — — — 1,287,859 — — 0.09% $23.2M 2024-07-16 $16.69

🏢 Other funds also holding ATAT

As of 2026 Q2 — sorted by position size

Broad Peak Investment Advisers Pte Ltd 4.71% MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC 3Y 7Y 3.82% CHANNING GLOBAL ADVISORS, LLC 3Y 0.94% DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 3Y 0.43% Mitsubishi UFJ Trust & Banking Corp 3Y 7Y 0.2% Lester Murray Antman dba SimplyRich 3Y 7Y 0.15% GSA CAPITAL PARTNERS LLP 3Y 7Y 0.1% ABN AMRO INVESTMENT SOLUTIONS 0.09% AIA Group Ltd 3Y 7Y 0.09% Van Berkom & Associates Inc. 3Y 7Y 0.09%

FAQ About M&G Plc and ATAT

These are the practical questions this page is built to answer before you even open the full history table.

How long has M&G Plc reported owning ATAT?

M&G Plc reported ATAT across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported ATAT position in M&G Plc's portfolio?

The largest reported portfolio weight for ATAT was 0.73% in 2026 Q2.

What is the latest reported ATAT position on this page?

The most recent filing on this page is 2026 Q2, when M&G Plc reported 4,567,124 shares, equal to 0.73% of portfolio, with an estimated market value of $146.1M.

What does the chart on this ATAT ownership page compare?

The chart compares M&G Plc's quarterly ATAT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did M&G Plc time their ATAT position?

Based on 13F filing dates vs. subsequent ATAT price moves, M&G Plc correctly timed 4 out of 8 reported position changes (50%). The annualised alpha on ATAT relative to SPY over the holding period was +22.4%.

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