Orland Properties Ltd
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 14, 2024), Orland Properties Ltd reported 12 stock positions worth $176.9 million. Its top holding was Lyell Immunopharma (LYEL) at 19.0% of the portfolio, followed by Robinhood Markets Class A (HOOD, 19.0%) and Airbnb Class A (ABNB, 16.5%). Compared with Q4 2023, it sold out of 2, added to 1 and reduced 2. The biggest buy was Maplebear (CART, shares +2%) and the biggest sale an exit from Coinbase Global Class A (COIN).
- Most Recent 13F
- Q2 2026
- Location
- Washington, DC
- CIK
- 0001550093
- Portfolio Value
- $176.9M (Q1 2024)
- SEC Filing
- 0000950123-24-005109 ↗ filed May 14, 2024
Holdings Value
Holdings 12 stocks · $176.9M
| LYEL Lyell Immunopharma Inc. | 19.02% | 15,093,969 | $33.7M | No change |
| HOOD Robinhood Markets Inc. Class A | 19.02% | 1,671,467 | $33.6M | Reduce -25.2% |
| ABNB Airbnb Inc. Class A | 16.46% | 176,529 | $29.1M | No change |
| XPEV Xpeng Inc. - ADR | 15.30% | 3,524,462 | $27.1M | No change |
| RLX RLX Technology Inc.-ADR | 11.94% | 11,000,000 | $21.1M | No change |
| CART Maplebear Inc. | 6.34% | 301,008 | $11.2M | Add +1.9% |
| PDD PDD Holdings Inc. | 5.58% | 85,000 | $9.9M | No change |
| DASH DoorDash Inc. Class A | 2.38% | 30,532 | $4.2M | Reduce -2.8% |
| JD Jd.com Inc.-ADR | 2.20% | 142,000 | $3.9M | No change |
| WDH Waterdrop Inc. | 1.63% | 2,228,677 | $2.9M | No change |
| MNY Moneyhero Ltd. Class A | 0.07% | 69,297 | $127K | No change |
| LX Lexinfintech Holdings L-ADR | 0.06% | 61,077 | $110K | No change |
Portfolio Sells Q4 2023 → Q1 2024
| COIN Coinbase Global Inc. Class A | Sold out | 0.00% | −9.98 |
| CONTEXTLOGIC INC | Sold out | 0.00% | −0.03 |
| DASH DoorDash Inc. Class A | Reduce -2.8% | 2.38% | +0.86 |
| HOOD Robinhood Markets Inc. Class A | Reduce -25.2% | 19.02% | +5.12 |
Portfolio Buys Q4 2023 → Q1 2024
| CART Maplebear Inc. | Add +1.9% | 6.34% | +2.96 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 10 | $202.1M | CHYM, FIGR, LYEL, PDD, XPEV |
| Q1 2026 | 10 | $266.8M | FIGR, CHYM, LYEL, XPEV, PDD |
| Q4 2025 | 9 | $534.4M | FIGR, CHYM, LYEL, PDD, XPEV |
| Q3 2025 | 9 | $467.6M | FIGR, CHYM, PDD, XPEV, LYEL |
| Q2 2025 | 8 | $236.1M | CHYM, XPEV, PDD, NU, RLX |
| Q1 2025 | 7 | $82.9M | XPEV, PDD, RLX, NU, LYEL |
| Q4 2024 | 7 | $68.6M | XPEV, PDD, RLX, NU, LYEL |
| Q3 2024 | 11 | $149.3M | XPEV, HOOD, LYEL, PDD, RLX |
| Q2 2024 | 12 | $131.6M | HOOD, XPEV, LYEL, RLX, NU |
| Q1 2024 | 12 | $176.9M | LYEL, HOOD, ABNB, XPEV, RLX |