Orland Properties Ltd
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Orland Properties Ltd reported 7 stock positions worth $68.6 million. Its top holding was Xpeng Inc. - ADR (XPEV) at 26.3% of the portfolio, followed by PDD (PDD, 19.6%) and RLX Technology Inc.-ADR (RLX, 17.7%). Compared with Q3 2024, it sold out of 4 and reduced 2. The biggest sale was an exit from Robinhood Markets Class A (HOOD).
- Most Recent 13F
- Q2 2026
- Location
- Washington, DC
- CIK
- 0001550093
- Portfolio Value
- $68.6M (Q4 2024)
- SEC Filing
- 0000950123-25-002619 ↗ filed Feb 14, 2025
Holdings Value
Holdings 7 stocks · $68.6M
| XPEV Xpeng Inc. - ADR | 26.26% | 1,524,462 | $18.0M | Reduce -56.8% |
| PDD PDD Holdings Inc. | 19.62% | 138,835 | $13.5M | No change |
| RLX RLX Technology Inc.-ADR | 17.66% | 5,612,138 | $12.1M | Reduce -36.9% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 15.10% | 1,000,000 | $10.4M | No change |
| LYEL Lyell Immunopharma Inc. | 14.08% | 15,093,969 | $9.7M | No change |
| JD Jd.com Inc.-ADR | 7.17% | 142,000 | $4.9M | No change |
| MNY Moneyhero Ltd. Class A | 0.11% | 69,297 | $78K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| HOOD Robinhood Markets Inc. Class A | Sold out | 0.00% | −17.28 |
| DASH DoorDash Inc. Class A | Sold out | 0.00% | −2.92 |
| XPEV Xpeng Inc. - ADR | Reduce -56.8% | 26.26% | −2.51 |
| WDH Waterdrop Inc. | Sold out | 0.00% | −0.65 |
| LX Lexinfintech Holdings L-ADR | Sold out | 0.00% | −0.11 |
| RLX RLX Technology Inc.-ADR | Reduce -36.9% | 17.66% | +6.88 |
Portfolio Buys Q3 2024 → Q4 2024
| None this quarter. | |||
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 |