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OLP CAPITAL MANAGEMENT Ltd

Q4 2025 · 13F-HR

OLP CAPITAL MANAGEMENT Ltdholdings as filed

Filed 2026-02-13 · accession 0001738126-26-000002

$513.2M
Reported value
3
Positions
2025-12-31
Period end
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The Brief · OLP CAPITAL MANAGEMENT Ltd · Q4 2025

AI · grounded in 13F

OLP CAPITAL MANAGEMENT Ltd closed its position in QFIN, reducing its exposure by $144.2M. The fund also exited its holding in YALA for $2.8M and trimmed its stake in JOYY by 70.6%. To offset these sales, the manager accumulated shares of YMM by 198.7% and increased its position in ATAT by 1.5%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
04965M106ATATATOUR LIFESTYLE HLDGS LTD$341.1M66.5%8,656,494CommonNONE
35969L108YMMFULL TRUCK ALLIANCE CO LTD$161.0M31.4%15,007,851CommonNONE
46591M109JOYYJOYY INC$11.1M2.16%170,866CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.