Olp Capital Management LTD 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Olp Capital Management LTD disclosed 5 US equity positions worth $482.4m in its Q1 2026 13F filing. The largest position was ATAT at 61.9% of the reported book, followed by YMM and HUYA.
What did Olp Capital Management LTD own in Q1 2026? Top 5 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | ATAT ATOUR LIFESTYLE HLDGS LTD | Consumer Cyclical | 61.9% | $298.5m | 8,109,037 | – | |
| 2 | YMM FULL TRUCK ALLIANCE CO LTD | Technology | 23.7% | $114.3m | 13,767,769 | – | |
| 3 | HUYA HUYA INC | Communication Services | 6.3% | $30.2m | 9,141,109 | – | |
| 4 | RLX RLX TECHNOLOGY INC | Consumer Defensive | 6.0% | $29.0m | 13,187,715 | – | |
| 5 | PURR HYPERLIQUID STRATEGIES INC | Financial Services | 2.2% | $10.5m | 2,054,855 | – |
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.