OLP CAPITAL MANAGEMENT Ltd 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
OLP CAPITAL MANAGEMENT Ltd disclosed 7 US equity positions worth $790.3m in its Q4 2024 13F filing. The largest position was QFIN at 36.8% of the reported book, followed by ATAT and YMM. Against the Q3 2024 filing, it opened 2 new positions, added to 2 and reduced 2 among the top 7 holdings.
What did OLP CAPITAL MANAGEMENT Ltd own in Q4 2024? Top 7 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | QFIN QIFU TECHNOLOGY INC | Financial Services | 36.8% | $290.8m | 7,577,023 | -0% | held |
| 2 | ATAT ATOUR LIFESTYLE HLDGS LTD | Consumer Cyclical | 24.5% | $193.7m | 7,202,395 | 17% | added |
| 3 | YMM FULL TRUCK ALLIANCE CO LTD | Technology | 21.5% | $169.9m | 15,705,344 | -3% | reduced |
| 4 | EDU NEW ORIENTAL ED & TECHNOLOGY | Consumer Defensive | 7.5% | $59.3m | 923,306 | 29% | added |
| 5 | JOYY JOYY INC | Communication Services | 7.3% | $57.8m | 1,382,086 | – | new |
| 6 | TME TENCENT MUSIC ENTMT GROUP | Communication Services | 2.3% | $18.1m | 1,595,852 | -66% | reduced |
| 7 | HEPS D MARKET ELECTR SVCS & TRADI | 0.1% | $702.0k | 231,679 | – | new |
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.