Vault-13

OLP CAPITAL MANAGEMENT Ltd

CAUSEWAY BAY, K3 · CIK 1738126 · 13F filing filed 2026-08-14

Exempt reporting adviser since 2022 · corporation

$400.0m reported value -58.1% vs Q1 2026
6positions
100.0%in top 10
2 new 0 added 4 reduced 1 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 ATOUR LIFESTYLE HLDGS LTD SPONSORED ADS ATAT ATAT 7,714,695 $245.3m61.32% 61.32% ReducedShares held: Q3 2025 8.5m, Q4 2025 8.7m, Q1 2026 16.2m, Q2 2026 7.7m -8.5m -8,503,379 -52.4%
2 FULL TRUCK ALLIANCE CO LTD SPONSORED ADS YMM YMM 10,716,590 $87.0m21.75% 21.75% ReducedShares held: Q3 2025 5.0m, Q4 2025 15.0m, Q1 2026 27.5m, Q2 2026 10.7m -16.8m -16,818,948 -61.1%
3 RLX TECHNOLOGY INC SPONSORED ADS RLX RLX 13,322,760 $25.3m6.33% 6.33% ReducedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 26.4m, Q2 2026 13.3m -13.1m -13,052,670 -49.5%
4 HUYA INC ADS REP SHS A HUYA HUYA 9,064,639 $20.8m5.21% 5.21% ReducedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 18.3m, Q2 2026 9.1m -9.2m -9,217,579 -50.4%
5 POWER SOLUTIONS INTL INC COM NEW PSIX PSIX 283,940 $11.0m2.76% 2.76% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 283.9k
6 BITWISE HYPERLIQUID ETF COM SHS BEN INT BHYP BHYP 285,363 $10.5m2.62% 2.62% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 285.4k

Sold out since Q1 2026

SecurityTickerShares held beforeValue then
HYPERLIQUID STRATEGIES INC PURR PURR 2,054,855 $10.5m2.1m shares

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

CompanyTickerStakeChange ScheduleLast filed
ATOUR LIFESTYLE HLDGS LTD ATAT · 13G · filed 2025-11-13 ATAT 7.5% +1.1 pts 13G 2025-11-13
HUYA INC HUYA · 13G · filed 2026-08-27 HUYA 6.0% -5.4 pts 13G 2026-08-27