Orland Properties Ltd

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 13, 2024), Orland Properties Ltd reported 12 stock positions worth $131.6 million. Its top holding was Robinhood Markets Class A (HOOD) at 19.8% of the portfolio, followed by Xpeng Inc. - ADR (XPEV, 19.6%) and Lyell Immunopharma (LYEL, 16.6%). Compared with Q1 2024, it opened 1 new position, sold out of 1 and reduced 4. The biggest buy was a new position in Nu Holdings Ltd./Cayman Isl-A (NU) and the biggest sale an exit from Airbnb Class A (ABNB).

Most Recent 13F
Q2 2026
Location
Washington, DC
CIK
0001550093
Portfolio Value
$131.6M (Q2 2024)
SEC Filing
0000950123-24-008108 ↗ filed Aug 13, 2024

Holdings Value

0$200.0M$400.0M$600.0M Q1 2024: $176.9M Q1 2024 Q2 2024: $131.6M $131.6M Q2 2024 Q3 2024: $149.3M Q3 2024 Q4 2024: $68.6M Q4 2024 Q1 2025: $82.9M Q1 2025 Q2 2025: $236.1M Q2 2025 Q3 2025: $467.6M Q3 2025 Q4 2025: $534.4M Q4 2025 Q1 2026: $266.8M Q1 2026 Q2 2026: $202.1M Q2 2026

Holdings 12 stocks · $131.6M
HOOD Robinhood Markets Inc. Class A 19.85% 1,150,382 $26.1M Reduce -31.2%
XPEV Xpeng Inc. - ADR 19.63% 3,524,462 $25.8M No change
LYEL Lyell Immunopharma Inc. 16.63% 15,093,969 $21.9M No change
RLX RLX Technology Inc.-ADR 13.13% 9,393,710 $17.3M Reduce -14.6%
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 9.79% 1,000,000 $12.9M New
PDD PDD Holdings Inc. 8.59% 85,000 $11.3M No change
CART Maplebear Inc. 5.87% 240,220 $7.7M Reduce -20.2%
JD Jd.com Inc.-ADR 2.79% 142,000 $3.7M No change
DASH DoorDash Inc. Class A 2.52% 30,532 $3.3M No change
WDH Waterdrop Inc. 1.03% 1,203,677 $1.4M Reduce -46.0%
MNY Moneyhero Ltd. Class A 0.10% 69,297 $131K No change
LX Lexinfintech Holdings L-ADR 0.08% 61,077 $101K No change

Portfolio Sells Q1 2024 → Q2 2024
ABNB Airbnb Inc. Class A Sold out 0.00% −16.46
WDH Waterdrop Inc. Reduce -46.0% 1.03% −0.59
CART Maplebear Inc. Reduce -20.2% 5.87% −0.48
HOOD Robinhood Markets Inc. Class A Reduce -31.2% 19.85% +0.83
RLX RLX Technology Inc.-ADR Reduce -14.6% 13.13% +1.19

Portfolio Buys Q1 2024 → Q2 2024
NU Nu Holdings Ltd./Cayman Isl-A New 9.79% +9.79

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 10$202.1MCHYM, FIGR, LYEL, PDD, XPEV
Q1 2026 10$266.8MFIGR, CHYM, LYEL, XPEV, PDD
Q4 2025 9$534.4MFIGR, CHYM, LYEL, PDD, XPEV
Q3 2025 9$467.6MFIGR, CHYM, PDD, XPEV, LYEL
Q2 2025 8$236.1MCHYM, XPEV, PDD, NU, RLX
Q1 2025 7$82.9MXPEV, PDD, RLX, NU, LYEL
Q4 2024 7$68.6MXPEV, PDD, RLX, NU, LYEL
Q3 2024 11$149.3MXPEV, HOOD, LYEL, PDD, RLX
Q2 2024 12$131.6MHOOD, XPEV, LYEL, RLX, NU
Q1 2024 12$176.9MLYEL, HOOD, ABNB, XPEV, RLX