OLP CAPITAL MANAGEMENT Ltd reported 5 positions worth $389.55M for the quarter ended Jun 30, 2026, down 17.5% on the prior quarter. It opened 1 new position, added to 1, trimmed 3 and exited 0. Its largest holding is Atour Lifestyle Holdings Ltd at 63% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| PSIX Power Solutions International, Inc. | +283.9K | $11.04M | 2.83% |
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | ATAT Atour Lifestyle Holdings Ltd | Consumer Discretionary | 7.71M | $245.33M | 62.98% | -394.3K | -4.9% | Reduced | 5.61% |
| 2 | YMM Full Truck Alliance Co. Ltd. | Technology | 10.72M | $87.02M | 22.34% | -3.05M | -22.2% | Reduced | 1.03% |
| 3 | RLX RLX Technology Inc. | Consumer Staples | 13.32M | $25.31M | 6.5% | +135.0K | +1.0% | Added | 1.09% |
| 4 | HUYA HUYA Inc. | Technology | 9.06M | $20.85M | 5.35% | -76.5K | -0.8% | Reduced | 3.96% |
| 5 | PSIX Power Solutions International, Inc. | Industrials | 283.9K | $11.04M | 2.83% | +283.9K | – | New | 1.23% |
Tip. Select a row to see that position’s full history at Olp Capital Management.
As of its Q2 2026 13F filing, OLP CAPITAL MANAGEMENT Ltd’s five largest positions were Atour Lifestyle Holdings Ltd (ATAT) at 63.0%, Full Truck Alliance Co. Ltd. (YMM) at 22.3%, RLX Technology Inc. (RLX) at 6.5%, HUYA Inc. (HUYA) at 5.4%, Power Solutions International, Inc. (PSIX) at 2.8% of the reported portfolio.
OLP CAPITAL MANAGEMENT Ltd reported a 13F portfolio worth $389.55M across 5 positions for Q2 2026. That is down 17.5% from the previous quarter.
Its largest purchases by value were Power Solutions International, Inc. ($11.04M), RLX Technology Inc. ($256.59K). It opened 1 new positions.
Its largest sales by value were Full Truck Alliance Co. Ltd. ($24.78M), Atour Lifestyle Holdings Ltd ($12.54M), HUYA Inc. ($175.88K). It exited 0 positions entirely.
From the Form 13F-HR reports OLP CAPITAL MANAGEMENT Ltd files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.