OLP CAPITAL MANAGEMENT Ltd
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), OLP CAPITAL MANAGEMENT Ltd reported 4 stock positions worth $773.4 million. Its top holding was Qfin Holdings Inc.-ADR (QFIN) at 36.9% of the portfolio, followed by Atour Lifestyle Holdings-ADR (ATAT, 33.7%) and Full Truck Alliance -SPN ADR (YMM, 25.6%). Compared with Q1 2025, it added to 3 and reduced 1. The biggest buy was Atour Lifestyle Holdings-ADR (ATAT, shares +8%) and the biggest sale Joyy Inc.-ADR (JOYY, shares −62%).
- Most Recent 13F
- Q2 2026
- Location
- CAUSEWAY BAY, K3
- CIK
- 0001738126
- Portfolio Value
- $773.4M (Q2 2025)
- SEC Filing
- 0001085146-25-005255 ↗ filed Aug 14, 2025
Holdings Value
Holdings 4 stocks · $773.4M
Portfolio Sells Q1 2025 → Q2 2025
| JOYY Joyy Inc.-ADR | Reduce -62.1% | 3.83% | −4.52 |
Portfolio Buys Q1 2025 → Q2 2025
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 |