OLP CAPITAL MANAGEMENT Ltd — Q1 2026 13F-HR

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Q1 2026 · 13F-HR

OLP CAPITAL MANAGEMENT Ltdholdings as filed

Filed 2026-05-15 · accession 0001738126-26-000004

$471.9M

Reported value

Positions

2026-03-31

Period end

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The Brief · OLP CAPITAL MANAGEMENT Ltd · Q1 2026

AI · grounded in 13F

OLP CAPITAL MANAGEMENT Ltd initiated a new position in HUYA INC valued at $30.17M. The fund also added RLX TECHNOLOGY INC RLX to its portfolio with a $29.01M investment. These additions coincided with the closure of its position in JOYY INC JOYY, which resulted in a $11.07M reduction. Additionally, the fund trimmed its holdings in FULL TRUCK ALLIANCE CO LTD YMM by 8.26% and ATOUR LIFESTYLE HLDGS LTD ATAT by 6.32%.

Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
04965M106	ATAT	ATOUR LIFESTYLE HLDGS LTD	$298.5M	63.2%	8,109,037	Common	NONE
35969L108	YMM	FULL TRUCK ALLIANCE CO LTD	$114.3M	24.2%	13,767,769	Common	NONE
44852D108	HUYA	HUYA INC	$30.2M	6.39%	9,141,109	Common	NONE
74969N103	RLX	RLX TECHNOLOGY INC	$29.0M	6.15%	13,187,715	Common	NONE

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.