OLP CAPITAL MANAGEMENT Ltd — 13F Holdings & Portfolio
CIK 1738126 · latest 13F-HR filed 2026-08-14
OLP CAPITAL MANAGEMENT Ltd manages $400.0M in 13F-reported U.S. long-equity assets across 6 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are ATAT (61.32%), YMM (21.75%), RLX (6.33%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 2 new positions, exited 1, added to 0, and trimmed 4.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$400.0M
Long-equity book
6
Distinct positions
2026-06-30
Filed 2026-08-14
+2 / −1 / ↑0 / ↓4
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
| Name | Title / Status | Ownership | Type |
|---|
Quarter-over-quarter changes
Share-count changes vs the prior 13F.
Top Trims
- ATOUR LIFESTYLE HLDGS LTD-$53.2M -17.8%
- FULL TRUCK ALLIANCE CO LTD-$27.3M -23.8%
- HUYA INC-$9.3M -30.9%
- RLX TECHNOLOGY INC-$3.7M -12.8%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ATOUR LIFESTYLE HLDGS LTD | ATAT | 04965M106 | $245.3M | 61.32% | 7,714,695 | SH |
| 2 | FULL TRUCK ALLIANCE CO LTD | YMM | 35969L108 | $87.0M | 21.75% | 10,716,590 | SH |
| 3 | RLX TECHNOLOGY INC | RLX | 74969N103 | $25.3M | 6.33% | 13,322,760 | SH |
| 4 | HUYA INC | HUYA | 44852D108 | $20.8M | 5.21% | 9,064,639 | SH |
| 5 | POWER SOLUTIONS INTL INC | PSIX | 73933G202 | $11.0M | 2.76% | 283,940 | SH |
| 6 | BITWISE HYPERLIQUID ETF | BHYP | 09175T106 | $10.5M | 2.62% | 285,363 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $400.0M | 6 | 0001738126-26-000006 |
| 2026-03-31 | 2026-05-15 | $471.9M | 4 | 0001738126-26-000004 |
| 2026-03-31 | 2026-05-19 | $941.7M | 7 | 0001738126-26-000005 |
| 2025-12-31 | 2026-02-13 | $513.2M | 3 | 0001738126-26-000002 |
| 2025-09-30 | 2025-11-13 | $566.8M | 5 | 0001738126-25-000003 |
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