OLP CAPITAL MANAGEMENT Ltd 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
OLP CAPITAL MANAGEMENT Ltd disclosed 4 US equity positions worth $773.4m in its Q2 2025 13F filing. The largest position was QFIN at 36.9% of the reported book, followed by ATAT and YMM. Against the Q1 2025 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 Q2 2025? Top 4 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | QFIN QIFU TECHNOLOGY INC | Financial Services | 36.9% | $285.3m | 6,580,592 | 0% | held |
| 2 | ATAT ATOUR LIFESTYLE HLDGS LTD | Consumer Cyclical | 33.7% | $260.6m | 8,015,341 | 8% | added |
| 3 | YMM FULL TRUCK ALLIANCE CO LTD | Technology | 25.6% | $197.9m | 16,758,766 | 7% | added |
| 4 | JOYY JOYY INC | Communication Services | 3.8% | $29.6m | 581,154 | -62% | reduced |
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.