Olp Capital Management LTD 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Olp Capital Management LTD disclosed 6 US equity positions worth $400.0m in its Q2 2026 13F filing. The largest position was ATAT at 61.3% of the reported book, followed by YMM and RLX. Against the Q1 2026 filing, it opened 2 new positions, added to 1 and reduced 3 among the top 6 holdings.
What did Olp Capital Management LTD own in Q2 2026? Top 6 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | ATAT ATOUR LIFESTYLE HLDGS LTD | Consumer Cyclical | 61.3% | $245.3m | 7,714,695 | -5% | reduced |
| 2 | YMM FULL TRUCK ALLIANCE CO LTD | Technology | 21.8% | $87.0m | 10,716,590 | -22% | reduced |
| 3 | RLX RLX TECHNOLOGY INC | Consumer Defensive | 6.3% | $25.3m | 13,322,760 | 1% | added |
| 4 | HUYA HUYA INC | Communication Services | 5.2% | $20.8m | 9,064,639 | -1% | reduced |
| 5 | PSIX POWER SOLUTIONS INTL INC | 2.8% | $11.0m | 283,940 | – | new | |
| 6 | BITWISE HYPERLIQUID ETF | 2.6% | $10.5m | 285,363 | – | 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.