OLP CAPITAL MANAGEMENT Ltd
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), OLP CAPITAL MANAGEMENT Ltd reported 6 stock positions worth $669.3 million. Its top holding was Qfin Holdings Inc.-ADR (QFIN) at 33.8% of the portfolio, followed by Atour Lifestyle Holdings-ADR (ATAT, 23.8%) and Full Truck Alliance -SPN ADR (YMM, 21.7%). Compared with Q2 2024, it opened 2 new positions, sold out of 1, added to 3 and reduced 1. The biggest buy was Atour Lifestyle Holdings-ADR (ATAT, shares +125%) and the biggest sale an exit from PDD (PDD).
- Most Recent 13F
- Q2 2026
- Location
- CAUSEWAY BAY, K3
- CIK
- 0001738126
- Portfolio Value
- $669.3M (Q3 2024)
- SEC Filing
- 0001085146-24-005716 ↗ filed Nov 14, 2024
Holdings Value
Holdings 6 stocks · $669.3M
| QFIN Qfin Holdings Inc.-ADR filed as QIFU TECHNOLOGY INC | 33.81% | 7,591,768 | $226.3M | Add +6.1% |
| ATAT Atour Lifestyle Holdings-ADR | 23.83% | 6,149,573 | $159.5M | Add +125.1% |
| YMM Full Truck Alliance -SPN ADR | 21.72% | 16,132,559 | $145.4M | Add +105.1% |
| TME Tencent Music Entertainm-ADR | 8.55% | 4,749,543 | $57.2M | New |
| EDU New Oriental Educatio-SP ADR | 8.13% | 717,233 | $54.4M | New |
| NTES Netease Inc.-ADR | 3.96% | 283,797 | $26.5M | Reduce -71.5% |
Portfolio Sells Q2 2024 → Q3 2024
Portfolio Buys Q2 2024 → Q3 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 |