2026 Q1 Portfolio Activity
In 2026 Q1, OLP CAPITAL MANAGEMENT Ltd maintained a portfolio of 5 distinct positions. The most significant new addition was HUYA INC, now representing 6.39% of the total fund value. Conversely, OLP CAPITAL MANAGEMENT Ltd completely exited their position in JOYY INC.
Position History
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Total Positions
5
Quarter
2026 Q1
Top Holding
ATAT (63.2%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-5 of 5
OLP CAPITAL MANAGEMENT Ltd Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
ATAT
ATOUR LIFESTYLE...
|
Consumer Cyclical | 63.25% | 66.46% |
#1
Prev: #1
|
6.5 |
—
|
-547,457 | -6.3% |
P
S
|
8,109,037 | $298,493,652 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
YMM
FULL TRUCK ALLI...
|
Technology | 24.21% | 31.38% |
#2
Prev: #2
|
6.0 |
—
|
-1,240,082 | -8.3% |
P
S
|
13,767,769 | $114,272,483 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
HUYA
HUYA INC
|
Communication Services | 6.39% | — |
#3
Prev: #—
|
7.1 |
—
|
9,141,109 | — |
NEW
|
9,141,109 | $30,165,660 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
RLX
RLX TECHNOLOGY ...
|
Consumer Defensive | 6.15% | — |
#4
Prev: #—
|
6.5 |
—
|
13,187,715 | — |
NEW
|
13,187,715 | $29,012,973 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
JOYY
JOYY INC
|
ETF | 0.00% | 2.16% |
Sold All 😨
(Was: #3) |
0.0 |
—
|
-170,866 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-5 of 5 holdings