OLP Capital Management Ltd
OLP Capital Management Ltd reported 6 US-listed holdings worth $400.0 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Atour Lifestyle Hldgs Ltd (61.3%), Full Truck Alliance Co. Ltd (21.8%) and RLX Technology Inc. (6.3%). Against the quarter before, it opened 2 positions, added to 0, trimmed 4 and sold out of 1.
The 6 largest of its 6 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned -10.7% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 2
- Power Solutions PSIX$11.0 million
- Bitwise Hyperliquid ETF BHYP$10.5 million
Trimmed 4
- Atour Lifestyle Hldgs Ltd ATAT-8.5 million shares · -52%
- Full Truck Alliance Co. Ltd YMM-16.8 million shares · -61%
- RLX Technology Inc. RLX-13.1 million shares · -49%
- Huya Inc. HUYA-9.2 million shares · -50%
Sold out of 1
- Hyperliquid Strategies Inc. PURR$10.5 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Atour Lifestyle Hldgs Ltd ATAT | 7.7M | $245.3 million | 61.32% | -8.5M |
| Full Truck Alliance Co. Ltd YMM | 10.7M | $87.0 million | 21.75% | -16.8M |
| RLX Technology Inc. RLX | 13.3M | $25.3 million | 6.33% | -13.1M |
| Huya Inc. HUYA | 9.1M | $20.8 million | 5.21% | -9.2M |
| Power Solutions PSIX | 283.9K | $11.0 million | 2.76% | new |
| Bitwise Hyperliquid ETF BHYP | 285.4K | $10.5 million | 2.62% | new |