OLP CAPITAL MANAGEMENT Ltd
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), OLP CAPITAL MANAGEMENT Ltd reported 5 stock positions worth $667.9 million. Its top holding was PDD (PDD) at 47.6% of the portfolio, followed by Qfin Holdings Inc.-ADR (QFIN, 21.1%) and Netease Inc.-ADR (NTES, 14.2%). Compared with Q1 2024, it opened 1 new position, added to 2 and reduced 2. The biggest buy was a new position in Full Truck Alliance -SPN ADR (YMM) and the biggest sale Qfin Holdings Inc.-ADR (QFIN, shares −31%).
- Most Recent 13F
- Q2 2026
- Location
- CAUSEWAY BAY, K3
- CIK
- 0001738126
- Portfolio Value
- $667.9M (Q2 2024)
- SEC Filing
- 0001085146-24-003943 ↗ filed Aug 14, 2024
Holdings Value
Holdings 5 stocks · $667.9M
| PDD PDD Holdings Inc. | 47.64% | 2,393,265 | $318.2M | Add +1.0% |
| QFIN Qfin Holdings Inc.-ADR filed as QIFU TECHNOLOGY INC | 21.14% | 7,156,257 | $141.2M | Reduce -30.7% |
| NTES Netease Inc.-ADR | 14.24% | 995,403 | $95.1M | Reduce -9.8% |
| YMM Full Truck Alliance -SPN ADR | 9.47% | 7,866,751 | $63.2M | New |
| ATAT Atour Lifestyle Holdings-ADR | 7.51% | 2,732,104 | $50.1M | Add +11.9% |
Portfolio Sells Q1 2024 → Q2 2024
Portfolio Buys Q1 2024 → Q2 2024
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 6 | $400.0M | ATAT, YMM, RLX, HUYA, PSIX |
| Q1 2026Amended | 5 | $482.4M | ATAT, YMM, HUYA, RLX, PURR |
| Q4 2025 | 3 | $513.2M | ATAT, YMM, JOYY |
| Q3 2025 | 5 | $566.8M | ATAT, QFIN, YMM, JOYY, YALA |
| Q2 2025 | 4 | $773.4M | QFIN, ATAT, YMM, JOYY |
| Q1 2025 | 4 | $770.4M | QFIN, ATAT, YMM, JOYY |
| Q4 2024 | 7 | $790.3M | QFIN, ATAT, YMM, EDU, JOYY |
| Q3 2024 | 6 | $669.3M | QFIN, ATAT, YMM, TME, EDU |
| Q2 2024 | 5 | $667.9M | PDD, QFIN, NTES, YMM, ATAT |
| Q1 2024 | 4 | $623.7M | PDD, QFIN, NTES, ATAT |