OLP CAPITAL MANAGEMENT Ltd 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
OLP CAPITAL MANAGEMENT Ltd disclosed 3 US equity positions worth $513.2m in its Q4 2025 13F filing. The largest position was ATAT at 66.5% of the reported book, followed by YMM and JOYY. Against the Q3 2025 filing, it opened 0 new positions, added to 2 and reduced 1 among the top 3 holdings.
What did OLP CAPITAL MANAGEMENT Ltd own in Q4 2025? Top 3 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | ATAT ATOUR LIFESTYLE HLDGS LTD | Consumer Cyclical | 66.5% | $341.1m | 8,656,494 | 2% | added |
| 2 | YMM FULL TRUCK ALLIANCE CO LTD | Technology | 31.4% | $161.0m | 15,007,851 | 199% | added |
| 3 | JOYY JOYY INC | Communication Services | 2.2% | $11.1m | 170,866 | -71% | 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.