Orland Properties Ltd

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 8, 2024), Orland Properties Ltd reported 11 stock positions worth $149.3 million. Its top holding was Xpeng Inc. - ADR (XPEV) at 28.8% of the portfolio, followed by Robinhood Markets Class A (HOOD, 17.3%) and Lyell Immunopharma (LYEL, 14.0%). Compared with Q2 2024, it sold out of 1, added to 1 and reduced 3. The biggest buy was PDD (PDD, shares +63%) and the biggest sale an exit from Maplebear (CART).

Most Recent 13F
Q2 2026
Location
Washington, DC
CIK
0001550093
Portfolio Value
$149.3M (Q3 2024)
SEC Filing
0000950123-24-010644 ↗ filed Nov 8, 2024

Holdings Value

0$200.0M$400.0M$600.0M Q1 2024: $176.9M Q1 2024 Q2 2024: $131.6M Q2 2024 Q3 2024: $149.3M $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 11 stocks · $149.3M
XPEV Xpeng Inc. - ADR 28.76% 3,524,462 $42.9M No change
HOOD Robinhood Markets Inc. Class A 17.28% 1,101,144 $25.8M Reduce -4.3%
LYEL Lyell Immunopharma Inc. 13.96% 15,093,969 $20.8M No change
PDD PDD Holdings Inc. 12.54% 138,835 $18.7M Add +63.3%
RLX RLX Technology Inc.-ADR 10.79% 8,893,710 $16.1M Reduce -5.3%
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 9.15% 1,000,000 $13.7M No change
JD Jd.com Inc.-ADR 3.81% 142,000 $5.7M No change
DASH DoorDash Inc. Class A 2.92% 30,532 $4.4M No change
WDH Waterdrop Inc. 0.65% 803,677 $964K Reduce -33.2%
LX Lexinfintech Holdings L-ADR 0.11% 61,077 $166K No change
MNY Moneyhero Ltd. Class A 0.05% 69,297 $76K No change

Portfolio Sells Q2 2024 → Q3 2024
CART Maplebear Inc. Sold out 0.00% −5.87
HOOD Robinhood Markets Inc. Class A Reduce -4.3% 17.28% −2.57
RLX RLX Technology Inc.-ADR Reduce -5.3% 10.79% −2.35
WDH Waterdrop Inc. Reduce -33.2% 0.65% −0.39

Portfolio Buys Q2 2024 → Q3 2024
PDD PDD Holdings Inc. Add +63.3% 12.54% +3.95

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