StockDriftsStockDriftsTop 5 Olp Capital Management LTD Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ATAT | ATOUR LIFESTYLE HLDGS LTD | 61.32% | 7.71M | $245.3M | -4.86%(-394.34K) | $22.99(+43.87%) | 2026-06-30 | |
| YMM | FULL TRUCK ALLIANCE CO LTD | 21.75% | 10.72M | $87.0M | -22.16%(-3.05M) | $10.68(-16.98%) | 2026-06-30 | |
| RLX | RLX TECHNOLOGY INC | 6.33% | 13.32M | $25.3M | +1.02%(+135.04K) | $2.26(-11.60%) | 2026-06-30 | |
| HUYA | HUYA INC | 5.21% | 9.06M | $20.8M | -0.84%(-76.47K) | $3.09(-24.27%) | 2026-06-30 | |
| PSIX | POWER SOLUTIONS INTL INC | 2.76% | 283.9K | $11.0M | new | $47.50(-13.54%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.61% | +50.54% | -13.74% | -52.25% |
| Top 20 Holdings Unweighted | +13.58% | +46.52% | -9.98% | -40.88% |
Olp Capital Management LTD reports $400.05M in US-listed equity holdings across 6 positions in its most recent 13F filing. Its largest disclosed positions are ATAT (61.3%), YMM (21.8%) and RLX (6.3%). The top 20 holdings account for 97.37% of reported assets. Its disclosed equity book has returned +50.54% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Olp Capital Management LTD’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1738126). View Olp Capital Management LTD’s 13F filings on SEC