Data as of Q4 2025 (Dec 31, 2025)

OLP CAPITAL MANAGEMENT Ltd

•CIK: 1738126•Filing: Q4 2025

**OLP CAPITAL MANAGEMENT Ltd** manages $513M across a concentrated portfolio of three key positions. The fund exhibits a significant overweighting in ATAT, representing $341.1M of its total assets. Further substantial allocations are noted in YMM at $161.0M, complemented by a smaller, yet notable, holding in JOYY valued at $11.1M. This structure suggests a high-conviction, sector-specific investment mandate.

Total AUM
$513.2M
QoQ Performance
-9.5%
Positions
3
Top 10 Concentration
100.0%
Latest Filing
Q4 2025

Top Holdings Allocation

ATAT
YMM
ATAT66.5%
YMM31.4%
JOYY2.2%

📈 Biggest Buys

YMM
FULL TRUCK ALLIANCE CO LTD
+198.7%
31.4% of portfolio
ATAT
ATOUR LIFESTYLE HLDGS LTD
+1.5%
66.5% of portfolio

📉 Biggest Sells

JOYY
JOYY INC
-70.6%
2.2% of portfolio

Sector Breakdown

Other100.0%

🚪 Exited Positionssold since Q3 2025

QFIN
QFIN HOLDINGS INC
SOLD
$144.2M
YALA
YALLA GROUP LTD
SOLD
$2.9M

Changes from Q3 2025

↑2 increased
↓1 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

ATAT66.5%
ATOUR LIFESTYLE HLDGS LTD
$341.1M
YMM31.4%
FULL TRUCK ALLIANCE CO LTD
$161.0M
JOYY2.2%
JOYY INC
$11.1M

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