OLP CAPITAL MANAGEMENT Ltd 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
OLP CAPITAL MANAGEMENT Ltd disclosed 6 US equity positions worth $669.3m in its Q3 2024 13F filing. The largest position was QFIN at 33.8% of the reported book, followed by ATAT and YMM.
What did OLP CAPITAL MANAGEMENT Ltd own in Q3 2024? Top 6 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | QFIN QIFU TECHNOLOGY INC | Financial Services | 33.8% | $226.3m | 7,591,768 | – | |
| 2 | ATAT ATOUR LIFESTYLE HLDGS LTD | Consumer Cyclical | 23.8% | $159.5m | 6,149,573 | – | |
| 3 | YMM FULL TRUCK ALLIANCE CO LTD | Technology | 21.7% | $145.4m | 16,132,559 | – | |
| 4 | TME TENCENT MUSIC ENTMT GROUP | Communication Services | 8.6% | $57.2m | 4,749,543 | – | |
| 5 | EDU NEW ORIENTAL ED & TECHNOLOGY | Consumer Defensive | 8.1% | $54.4m | 717,233 | – | |
| 6 | NTES NETEASE INC | Communication Services | 4.0% | $26.5m | 283,797 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.