CHAGEE HLDGS LTD

$CHA
13F holders
38
Net 13F flow · Q
Insider buys · 90d
0
Insider net · 90d
Congress · 90d
0
Convergence

Institutional holders

Top 10 of 38 · Source: 13F-HR
01
Palisade Asset Management, LLC
02
Schroder Investment Management Group
03
WESPAC Advisors SoCal, LLC
04
Atlantic Edge Private Wealth Management, LLC
05
Systematic Financial Management LP
06
Grassi Investment Management
07
Eads & Heald Wealth Management
08
Minneapolis Portfolio Management Group, LLC
09
Solus Alternative Asset Management LP
10
Northstar Group, Inc.

Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.

See all 38 13F holders · Pro →

Smart Money · top-200 alpha cohort

1 holders · Q1 2026

Fewer than 3 top-performer holders hold this ticker — not enough signal for a Smart-Money commentary this week. The institutional holders table below shows the full picture.

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $CHA in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $CHA in the recent window.

Convergence · Pattern Engine ships in v1.1

30-day window
In development

Convergence detection for $CHA lands with the Pattern Engine.

Once the Pattern Engine ships, this section will surface every active convergence event involving $CHA — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.

Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 15:26 UTC.