Q2 2026 13F · SEC CIK 1738126
OLP CAPITAL MANAGEMENT Ltd
Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $400.0M
- Reported positions
- 6
- Holdings vs S&P 500, 3 yrs
- —
- Average holding period
- 1.1 yrs
OLP CAPITAL MANAGEMENT Ltd is a hedge fund that reported 6 positions worth $400.0M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Atour Lifestyle Hldgs Ltd (ATAT, 61.3%), Full Truck ADR (YMM, 21.8%), Rlx Technology Inc (RLX, 6.3%).
OLP CAPITAL MANAGEMENT Ltd holdings all 6 positions.
Weights are shares of the filer's total reported 13F value, compared with Q3 2025. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| ATATAtour Lifestyle Hldgs Ltd | 61.3% | -9.5% | $245.3M |
| YMMFull Truck ADR | 21.8% | +113.3% | $87.0M |
| RLXRlx Technology Inc | 6.3% | — | $25.3M |
| HUYAHuya Inc | 5.2% | — | $20.8M |
| PSIXPower Solutions Intl Inc | 2.8% | — | $11.0M |
| BHYPBitwise Hyperliquid ETF | 2.6% | — | $10.5M |
What OLP CAPITAL MANAGEMENT Ltd bought and sold in Q2 2026, against Q3 2025.
New positions
- RLX Rlx Technology Inc6.3% of 13F
- HUYA Huya Inc5.2% of 13F
- PSIX Power Solutions Intl Inc2.8% of 13F
- BHYP Bitwise Hyperliquid ETF2.6% of 13F
Added to
- YMM Full Truck ADR+113.3% shares
Reduced
- ATAT Atour Lifestyle Hldgs Ltd-9.5% shares
Sold out
- QFIN Qfin Holdings Incwas 25.4%
- YY JOYY Incwas 6.0%
- YALA Yalla Group Ltdwas 0.5%
Share counts compared with the Q3 2025 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- —
- 3 years
- —
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $400.0M | 6 |
| Q3 2025 | $566.8M | 5 |
| Q4 2024 | $790.3M | 7 |
| Q3 2024 | $669.3M | 6 |
| Q2 2024 | $667.9M | 5 |
| Q4 2021 | $214.2M | 6 |
| Q3 2021 | $469.3M | 6 |
| Q2 2021 | $459.0M | 6 |
| Q1 2021 | $292.2M | 5 |
Questions about OLP CAPITAL MANAGEMENT Ltd's portfolio
What stocks does OLP CAPITAL MANAGEMENT Ltd own?
OLP CAPITAL MANAGEMENT Ltd's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 6 positions worth $400.0M. The largest are Atour Lifestyle Hldgs Ltd (ATAT) at 61.3%, Full Truck ADR (YMM) at 21.8%, Rlx Technology Inc (RLX) at 6.3%, Huya Inc (HUYA) at 5.2% and Power Solutions Intl Inc (PSIX) at 2.8%.
What did OLP CAPITAL MANAGEMENT Ltd buy last quarter?
In Q2 2026, OLP CAPITAL MANAGEMENT Ltd added a new position in Rlx Technology Inc (RLX), a new position in Huya Inc (HUYA), a new position in Power Solutions Intl Inc (PSIX), a new position in Bitwise Hyperliquid ETF (BHYP) and Full Truck ADR (YMM) (+113.3% shares), compared with its Q3 2025 filing.
What did OLP CAPITAL MANAGEMENT Ltd sell last quarter?
In Q2 2026, OLP CAPITAL MANAGEMENT Ltd sold all of Qfin Holdings Inc (QFIN), sold all of JOYY Inc (YY), sold all of Yalla Group Ltd (YALA) and Atour Lifestyle Hldgs Ltd (ATAT) (-9.5% shares), compared with its Q3 2025 filing.
When is OLP CAPITAL MANAGEMENT Ltd's next 13F filing due?
13F filings are due 45 days after each quarter ends. OLP CAPITAL MANAGEMENT Ltd's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.