OLP CAPITAL MANAGEMENT Ltd 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
OLP CAPITAL MANAGEMENT Ltd disclosed 5 US equity positions worth $566.8m in its Q3 2025 13F filing. The largest position was ATAT at 56.5% of the reported book, followed by QFIN and YMM. Against the Q2 2025 filing, it opened 1 new position, added to 1 and reduced 2 among the top 5 holdings.
What did OLP CAPITAL MANAGEMENT Ltd own in Q3 2025? Top 5 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | ATAT ATOUR LIFESTYLE HLDGS LTD | Consumer Cyclical | 56.5% | $320.4m | 8,524,608 | 6% | added |
| 2 | QFIN QFIN HOLDINGS INC | Financial Services | 25.4% | $144.2m | 5,010,933 | -24% | reduced |
| 3 | YMM FULL TRUCK ALLIANCE CO LTD | Technology | 11.5% | $65.2m | 5,024,072 | -70% | reduced |
| 4 | JOYY JOYY INC | Communication Services | 6.0% | $34.1m | 581,154 | 0% | held |
| 5 | YALA YALLA GROUP LTD | Technology | 0.5% | $2.9m | 382,976 | – | 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.