OLP Capital Management portfolio
Concentrated managerInvestment firmPortfolio as of Jun 30, 2026 (Q2 2026) · filed with the SEC on Aug 14, 2026 · data updated on Nov 5, 2026 · Q2 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
OLP Capital Management reported a $400M portfolio of 6 positions to the SEC as of the end of Q2 2026. Its largest positions are ATAT, YMM, RLX. During the quarter it opened Power Solutions International and exited Hyperliquid Strategies.
Sections with a free account
What it reported after the quarter end (Q2 2026)
The 13F shows the portfolio as of Jun 30, 2026. Since then OLP Capital Management has filed these own trades with the SEC (Form 4, when it owns more than 10% of a company or holds a role in it) and stakes above 5% (13D and 13G). It is not everything it did: only what it must report before the next 13F.
- 13GHUYAHUYA11.4 % → 6 %
Stake reported in the company · event of Aug 25, 2026 · filed Aug 27, 2026 · filing ↗
What changed this quarter
5 positions with a change (1 new, 1 added to, 2 trimmed, 1 sold); also, 1 entered through an IPO. 4 are listed here: those of 0.5 points of the portfolio or more (up to 12).
- Newly listedBitwise Hyperliquid ETFBHYP2.6% of the portfolio
It started trading this quarter: it appears in a 13F for the first time. The filing does not say whether the manager already held it before the listing, so it is not counted as a purchase.
- Full Truck Alliance−22%fewer sharesReduced23.7% → 21.8%
- Atour Lifestyle Holdings−4.9%fewer sharesReduced61.9% → 61.3%
- Power Solutions International+2.3 ppof portfolioNew— → 2.8%
- Hyperliquid Strategies−2.2 ppof portfolioSold out2.2% → —
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- Atour Lifestyle HoldingsATAT61.3%
- Full Truck AllianceYMM21.8%
- RLX TechnologyRLX6.3%
- HUYAHUYA5.2%
- Power Solutions InternationalPSIX2.8%
- Bitwise Hyperliquid ETFBHYP2.6%
“Since”: first quarter of the current run, unbroken until today. In the details, prices are the quarter-end prices of the quarters in which it added shares, per the 13F. The manager may have bought at any price within each quarter; the SEC only publishes the value at quarter end.
Portfolio by sector
- ● Consumer Discretionary 61%
- ● Information Technology 27%
- ● Consumer Staples 6%
- ● Industrials 3%
- ● No sector 3%
How its portfolio changed (8 quarters)
Q2 2026: 6
Q2 2026: 100%
Q2 2026: 7.2%
Traded turnover: the weight it bought plus the weight it sold in the quarter, divided by two, excluding price moves. The plain “turnover” in the header does include that effect. With a free account: the full history and sectors over time.
13F filings with amendments or confidential positions
- 13F Q1 2026 ↗filed May 15, 2026Amendment of May 19, 2026 (replaces the original) ↗
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Investment firm, per its Form ADV of Mar 27, 2026 (medium confidence).
The data, as reported: OLP CAPITAL MANAGEMENT LIMITED (CRD 289120): Exempt reporting adviser to private funds, based in Hong Kong; 7.B private funds: 2 hedge (gross assets $2.2 bn)
The type comes from a rule applied to that data. If it looks wrong, tell us.
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