Institutional Manager · CIK 0001738126
OLP CAPITAL MANAGEMENT Ltd
CAUSEWAY BAY, K3 · File #028-20855
Latest AUM
$513.2M
Positions
3
Top-10 Concentration
100.0%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| EXITED | QFIN HOLDINGS INC | 88557W101 | -5,010,933 | -$144.2M | $0 |
| ADD | FULL TRUCK ALLIANCE CO LTD | YMM | +9,983,779 | +$107.1M | -$11.3M |
| REDUCE | JOYY INC | JOYY | -410,288 | -$26.6M | +$3.6M |
| ADD | ATOUR LIFESTYLE HLDGS LTD | ATAT | +131,886 | +$5.2M | +$15.4M |
| EXITED | YALLA GROUP LTD | 98459U103 | -382,976 | -$2.9M | $0 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 20253 pos · $513.2M
- 13F HOLDINGS REPORTQ/E Sep 20255 pos · $566.8M
- 13F HOLDINGS REPORTQ/E Jun 20254 pos · $773.4M
- 13F HOLDINGS REPORTQ/E Mar 20254 pos · $770.4M
- 13F HOLDINGS REPORTQ/E Dec 20247 pos · $790.3M
- 13F HOLDINGS REPORTQ/E Sep 20246 pos · $669.3M
- 13F HOLDINGS REPORTQ/E Jun 20245 pos · $667.9M
- 13F HOLDINGS REPORTQ/E Mar 20244 pos · $623.7M
- 13F HOLDINGS REPORTQ/E Dec 20232 pos · $523.4M
Top 3 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ATOUR LIFESTYLE HLDGS LTD | ATAT | 8,656,494 | $341.1M | 66.46% |
| 2 | FULL TRUCK ALLIANCE CO LTD | YMM | 15,007,851 | $161.0M | 31.38% |
| 3 | JOYY INC | JOYY | 170,866 | $11.1M | 2.16% |