What smart money is saying about Atour
ATAT
No fund has written a full thesis on Atour in our archive, but 2 fund letters report a position in it — most recently Baillie Gifford China Strategy in September 2026.
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2
Reported positions
0
Bought
0
Sold
2
Letters
Position history
Between Q2 2025 and Q3 2026, 2 fund letters reported a position in Atour, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q2 2025 | 1 | 0 | 0 | 0 |
Fund activity · 2 positions
- September 2026
“Secondly, the consumer, which is seen as the lower arm of the K. Headline retail growth remains weak, but consumers have not stopped spending; they are choosing more carefully. Services, travel and online channels are holding up better, and our holdings such as H World and Atour continue to make good progress.”
Atour - June 2025
Listed in Renaissance IM International Equity’s reported holdings.
Atour
Read the letters behind these Atour positions
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