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Portfolio (Quarterly) Guide ↗

OLP CAPITAL MANAGEMENT Ltd

· CIK 0001738126
13F Portfolio $400M AUM 6 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 2 New 1 Added 3 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ATAT ATOUR LIFESTYLE HLDGS LTD Consumer Cyclical 7,714,695.0 $245.3M 61.33% -394K -4.9% $31.80 +9.5%
2 YMM FULL TRUCK ALLIANCE CO LTD Technology 10,716,590.0 $87.0M 21.75% -3.1M -22.2% $8.12 +7.2%
3 RLX RLX TECHNOLOGY INC Consumer Defensive 13,322,760.0 $25.3M 6.33% +135K +1.0% $1.90 -5.3%
4 HUYA HUYA INC Communication Services 9,064,639.0 $20.8M 5.21% -76K -0.8% $2.30 -5.4%
5 PSIX POWER SOLUTIONS INTL INC Industrials 283,940.0 $11.0M 2.76% NEW $38.89 -4.0%
6 BITWISE HYPERLIQUID ETF 285,363.0 $10.5M 2.62% NEW $36.78

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Cyclical 63.0%
Technology 22.3%
Consumer Defensive 6.5%
Communication Services 5.4%
Industrials 2.8%