2026 Q2 Portfolio Activity
In 2026 Q2, OLP CAPITAL MANAGEMENT Ltd maintained a portfolio of 6 distinct positions. The most significant new addition was POWER SOLUTIONS INTL INC, now representing 2.76% of the total fund value. The fund also reduced its exposure to FULL TRUCK ALLIANCE CO LTD by 22.2%.
Position History
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Total Positions
6
Quarter
2026 Q2
Top Holding
ATAT (61.3%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-6 of 6
OLP CAPITAL MANAGEMENT Ltd Full Holdings List — 2026 Q2
| 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 | 61.32% | 63.25% |
#1
Prev: #1
|
6.5 |
—
|
-394,342 | -4.9% |
P
S
|
7,714,695 | $245,327,301 |
$23.97
+48.1%
|
2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
YMM
FULL TRUCK ALLI...
|
Technology | 21.75% | 24.21% |
#2
Prev: #2
|
5.5 |
—
|
-3,051,179 | -22.2% |
P
S
|
10,716,590 | $87,018,711 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
RLX
RLX TECHNOLOGY ...
|
Consumer Defensive | 6.33% | 6.15% |
#3
1
Prev: #4
|
4.0 |
—
|
135,045 | 1.0% |
P
S
|
13,322,760 | $25,313,244 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
HUYA
HUYA INC
|
Communication Services | 5.21% | 6.39% |
#4
1
Prev: #3
|
3.1 |
—
|
-76,470 | -0.8% |
P
S
|
9,064,639 | $20,848,670 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PSIX
POWER SOLUTIONS...
|
Industrials | 2.76% | — |
#5
Prev: #—
|
5.1 |
—
|
283,940 | — |
NEW
|
283,940 | $11,042,427 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
N/A
BITWISE HYPERLI...
|
|
Bond/Debt | 2.62% | — |
#6
Prev: #—
|
4.5 |
—
|
285,363 | — |
NEW
|
285,363 | $10,495,651 | — | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-6 of 6 holdings