OLP CAPITAL MANAGEMENT Ltd 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
OLP CAPITAL MANAGEMENT Ltd disclosed 4 US equity positions worth $770.4m in its Q1 2025 13F filing. The largest position was QFIN at 38.3% of the reported book, followed by ATAT and YMM. Against the Q4 2024 filing, it opened 0 new positions, added to 2 and reduced 1 among the top 4 holdings.
What did OLP CAPITAL MANAGEMENT Ltd own in Q1 2025? Top 4 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | QFIN QIFU TECHNOLOGY INC | Financial Services | 38.3% | $295.3m | 6,575,120 | -13% | reduced |
| 2 | ATAT ATOUR LIFESTYLE HLDGS LTD | Consumer Cyclical | 27.3% | $210.2m | 7,416,206 | 3% | added |
| 3 | YMM FULL TRUCK ALLIANCE CO LTD | Technology | 26.0% | $200.6m | 15,705,344 | 0% | held |
| 4 | JOYY JOYY INC | Communication Services | 8.3% | $64.3m | 1,531,965 | 11% | added |
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.