Welcome to our dedicated page for CHAGEE HLDGS SEC filings (Ticker: CHA), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
This page provides access to U.S. Securities and Exchange Commission filings and related disclosures for Chagee Holdings Limited (NASDAQ: CHA), a premium tea drinks brand serving healthy and delicious freshly-made tea beverages. As a foreign private issuer, Chagee furnishes reports such as Form 6-K to share press releases and financial information with investors under the U.S. securities laws.
In its furnished materials, Chagee presents unaudited quarterly financial results, including net revenues, operating income, net income, non-GAAP net income, and detailed breakdowns of operating expenses. The company also discloses key operating data such as the number of franchised and company-owned teahouses, GMV generated in Greater China and overseas markets, average monthly GMV per teahouse, and membership statistics from its mobile mini program. These filings help investors understand how the teahouse network and sales performance are changing over time.
Chagee’s SEC-related documents also describe its use of non-GAAP financial measures, explaining adjustments for share-based compensation expenses and providing reconciliations to the nearest GAAP figures. In addition, filings and associated exhibits may reference capital markets activities, including the company’s initial public offering of American Depositary Shares, the exercise of underwriters’ over-allotment options, and dividend declarations.
On Stock Titan, these filings are complemented by AI-powered summaries that highlight the main points of each document in clear language. Investors can quickly see what changed in a given quarter, how revenues from franchised and company-owned teahouses evolved, and how operating metrics such as GMV and membership developed. The page updates as new information is furnished to EDGAR, giving users a structured view of Chagee’s regulatory disclosures and financial narrative over time.
Chagee Holdings Ltd. director Wang Yi filed an initial ownership report showing holdings of 1,693 American Depositary Shares. This Form 3 does not reflect a new trade; it simply records Wang Yi’s existing stake. Each ADS represents one Class A Ordinary Share of Chagee Holdings.
Chagee Holdings Ltd. director ZHANG TAISU filed an initial ownership report showing a direct holding of 1,693 American Depositary Shares (ADS) of the company. Each ADS represents one Class A Ordinary Share, so this filing simply records Zhang’s existing equity position without indicating any recent trades.
Chagee Holdings Ltd. vice president Lu Mian filed an initial ownership report showing a mix of direct option awards and indirect share holdings. He holds employee stock options over 125,667 Class A Ordinary Shares that vest in tranches from March 1, 2025 through March 1, 2028, with very low exercise prices disclosed in the footnotes. Additional option grants cover 94,885 and 30,421 Class A Ordinary Shares. Indirectly, 1,199,981 Class A Ordinary Shares are held through TeaNexus Limited, a British Virgin Islands company wholly owned by him.
Chagee Holdings Ltd. director and Chief Executive Officer Junjie Zhang filed an initial ownership report showing significant equity interests. He indirectly holds Class B Ordinary Shares through Partea Ltd. that are convertible into 65,274,107 Class A Ordinary Shares on a one-for-one basis with no expiration of conversion rights.
He also holds employee stock options giving him the right to buy 514,732 Class A Ordinary Shares at an exercise price of $3.7614 per share, expiring on May 1, 2034. The options vest in four equal tranches of 128,683 Class A Ordinary Shares on March 1 of 2025, 2026, 2027, and 2028.
Chagee Holdings Ltd. director Zhang Yong filed an initial Form 3, which is a statement of beneficial ownership required for insiders. The filing does not list any transactions, share holdings, or derivative positions, indicating only his status as a reporting director at the company.
Chagee Holdings Limited received an amended Schedule 13G filing showing that investment firm Coatue Management, L.L.C., its fund Coatue Growth Fund V LP, and Philippe Laffont together report beneficial ownership of 3,174,115 Class A ordinary shares as of 12/31/2025.
This holding represents 2.7% of Chagee’s Class A ordinary shares. The reporting persons have no sole voting or dispositive power but share voting and dispositive power over the same 3,174,115 shares and state that they own 5 percent or less of this class.
Chagee Holdings Ltd. filed Amendment No. 1 to a Schedule 13G reporting updated ownership by Junjie Zhang and Partea Ltd. Junjie Zhang reports beneficial ownership of 98,126,701 shares, representing 51.4% of the company’s Class A and Class B ordinary shares as of December 31, 2025.
This total includes 65,274,107 Class B shares held by Partea Ltd., options for 257,366 Class A shares exercisable within 60 days after that date, and Class A shares and ADSs over which he holds voting power via irrevocable proxy, while disclaiming related economic interests. Partea Ltd. separately reports 65,274,107 Class B shares, or 34.2% of the class. The amendment is filed solely to reflect changes in percentage ownership from share issuances under employee plans and adjustments to securities deemed beneficially owned, and not due to any share dispositions.
Chagee Holdings Ltd. received an amended institutional ownership disclosure from Fosun International Limited and its affiliates. The Fosun group reports beneficial ownership of 7,447,088 Class A Ordinary Shares in the form of ADSs, representing 6.2% of Chagee’s Class A shares as of December 31, 2025.
This stake consists of 7,408,691 ADSs held by Wuxi Forba Tea Enterprise Management Partnership (Limited Partnership) and 38,397 ADSs held by Fidelidade - Companhia de Seguros, S.A., all subsidiaries of Fosun International. The percentage is calculated against 120,478,383 Class A shares outstanding after Chagee’s initial public offering.
Chagee Holdings Limited Schedule 13G reports that three related reporting persons — Beijing Qiushi Chenxing Consulting Center (LP), Qingdao Qiushi Chenxing Venture Capital Fund II (LP) and individual Yang Zhou — disclosed beneficial ownership of Class A ordinary shares as of June 30, 2025. Beijing Qiushi Chenxing Consulting Center reported 10,243,145 shares (8.5% of the Class A shares outstanding). Qingdao Qiushi Chenxing Venture Capital Fund II reported 7,594,160 shares (6.3%). Mr. Yang Zhou is shown as the ultimate controller and reports aggregate ownership of 17,837,305 shares, equal to 14.8% of the 120,478,383 Class A shares outstanding used for the percentage calculations. All reported shares are held with sole voting and dispositive power by each reporting person. The filing includes a Joint Filing Agreement as an exhibit.