OLP CAPITAL MANAGEMENT Ltd
Net seller this quarter
$400M
6
-$448M
100.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 ATAT | $245M | 61.32% | 1.87% | -52.4% | Q4 2023 |
 YMM | $87M | 21.75% | Not reported | -61.1% | Q2 2024 |
 RLX | $25.3M | 6.33% | 0.86% | -49.5% | Q1 2026 |
 HUYA | $20.8M | 5.21% | 4.02% | -50.4% | Q1 2026 |
 PSIX | $11M | 2.76% | 1.23% | New | Q2 2026 |
 BHYP | $10.5M | 2.62% | 8.18% | New | Q2 2026 |
| Q1 2026 | |||||
| ATAT | $597M | 42.23% | 3.93% | +87.4% | Q4 2023 |
| YMM | $229M | 16.17% | Not reported | +83.5% | Q2 2024 |
| HUYA | $60.3M | 4.27% | 8.12% | New | Q1 2026 |
| RLX | $58M | 4.10% | 1.70% | New | Q1 2026 |
 PURR | $10.5M | 0.74% | 1.65% | New | Q1 2026 |
| Q4 2025 | |||||
| ATAT | $341M | 66.46% | 2.10% | +1.6% | Q4 2023 |
| YMM | $161M | 31.38% | Not reported | +198.7% | Q2 2024 |
 JOYY | $11.1M | 2.16% | Not reported | -70.6% | Q4 2024 |
| Q3 2025 | |||||
| ATAT | $320M | 56.54% | 2.06% | +6.4% | Q4 2023 |
 QFIN | $144M | 25.45% | 1.76% | -23.9% | Q4 2021 |
| YMM | $65.2M | 11.50% | Not reported | -70.0% | Q2 2024 |
| JOYY | $34.1M | 6.01% | Not reported | Not reported | Q4 2024 |
 YALA | $2.88M | 0.51% | 0.52% | New | Q3 2025 |