OLP CAPITAL MANAGEMENT Ltd

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), OLP CAPITAL MANAGEMENT Ltd reported 6 stock positions worth $400.0 million. Its top holding was Atour Lifestyle Holdings-ADR (ATAT) at 61.3% of the portfolio, followed by Full Truck Alliance -SPN ADR (YMM, 21.8%) and RLX Technology Inc.-ADR (RLX, 6.3%). Compared with Q1 2026, it opened 2 new positions, sold out of 1, added to 1 and reduced 3. The biggest buy was a new position in Power Solutions Internationa (PSIX) and the biggest sale an exit from Hyperliquid Strategies (PURR).

Most Recent 13F
Q2 2026
Location
CAUSEWAY BAY, K3
CIK
0001738126
Portfolio Value
$400.0M (Q2 2026)
SEC Filing
0001738126-26-000006 ↗ filed Aug 14, 2026

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $623.7M Q1 2024 Q2 2024: $667.9M Q2 2024 Q3 2024: $669.3M Q3 2024 Q4 2024: $790.3M Q4 2024 Q1 2025: $770.4M Q1 2025 Q2 2025: $773.4M Q2 2025 Q3 2025: $566.8M Q3 2025 Q4 2025: $513.2M Q4 2025 Q1 2026: $482.4M Q1 2026 Q2 2026: $400.0M $400.0M Q2 2026

Holdings 6 stocks · $400.0M
ATAT Atour Lifestyle Holdings-ADR 61.32% 7,714,695 $245.3M Reduce -4.9%
YMM Full Truck Alliance -SPN ADR 21.75% 10,716,590 $87.0M Reduce -22.2%
RLX RLX Technology Inc.-ADR 6.33% 13,322,760 $25.3M Add +1.0%
HUYA Huya Inc.-ADR 5.21% 9,064,639 $20.8M Reduce -0.8%
PSIX Power Solutions Internationa 2.76% 283,940 $11.0M New
BHYP Bitwise Hyperliquid ETF 2.62% 285,363 $10.5M New

Portfolio Sells Q1 2026 → Q2 2026
PURR Hyperliquid Strategies Sold out 0.00% −2.17
YMM Full Truck Alliance -SPN ADR Reduce -22.2% 21.75% −1.94
HUYA Huya Inc.-ADR Reduce -0.8% 5.21% −1.04
ATAT Atour Lifestyle Holdings-ADR Reduce -4.9% 61.32% −0.55

Portfolio Buys Q1 2026 → Q2 2026
PSIX Power Solutions Internationa New 2.76% +2.76
BHYP Bitwise Hyperliquid ETF New 2.62% +2.62
RLX RLX Technology Inc.-ADR Add +1.0% 6.33% +0.31

Options Activity Q1 2026 → Q2 2026
EEM iShares MSCI Emerging Market put Sold out 4,457,700 $253.2Mbefore exit
INDA iShares MSCI India ETF put Sold out 4,400,000 $206.1Mbefore exit

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 6$400.0MATAT, YMM, RLX, HUYA, PSIX
Q1 2026Amended 5$482.4MATAT, YMM, HUYA, RLX, PURR
Q4 2025 3$513.2MATAT, YMM, JOYY
Q3 2025 5$566.8MATAT, QFIN, YMM, JOYY, YALA
Q2 2025 4$773.4MQFIN, ATAT, YMM, JOYY
Q1 2025 4$770.4MQFIN, ATAT, YMM, JOYY
Q4 2024 7$790.3MQFIN, ATAT, YMM, EDU, JOYY
Q3 2024 6$669.3MQFIN, ATAT, YMM, TME, EDU
Q2 2024 5$667.9MPDD, QFIN, NTES, YMM, ATAT
Q1 2024 4$623.7MPDD, QFIN, NTES, ATAT