OLP Capital Management
CAUSEWAY BAY, K3files as OLP CAPITAL MANAGEMENT Ltd
$400m in 6 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 5.6% of the portfolio this quarter.
Value
$400m
Stocks
6
Top 10 share
100.0%
Turnover
5.6%
What changed this quarter
New
Bought for the first time this quarter.
- Power Solutions InternationalPSIX2.8% of the fund
- Bitwise Hyperliquid ETFBHYP2.6% of the fund
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
- Atour Lifestyle HldgsATAT61.3% of the fund-52%
- Full Truck AllianceYMM21.8% of the fund-61%
- RLX TechnologyRLX6.3% of the fund-49%
- HuyaHUYA5.2% of the fund-50%
Sold out
Sold their entire stake.
Holdings
- Atour Lifestyle HldgsATAT
- Share
- 61.3%
- Value
- $245m
- Shares
- 7,714,695
-52%
- Full Truck AllianceYMM
- Share
- 21.8%
- Value
- $87m
- Shares
- 10,716,590
-61%
- RLX TechnologyRLX
- Share
- 6.3%
- Value
- $25m
- Shares
- 13,322,760
-49%
- HuyaHUYA
- Share
- 5.2%
- Value
- $21m
- Shares
- 9,064,639
-50%
- Bitwise Hyperliquid ETFBHYP
- Share
- 2.6%
- Value
- $10m
- Shares
- 285,363
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Atour Lifestyle HldgsATAT | 61.3% | $245m | 7,714,695 | -52% |
| Full Truck AllianceYMM | 21.8% | $87m | 10,716,590 | -61% |
| RLX TechnologyRLX | 6.3% | $25m | 13,322,760 | -49% |
| HuyaHUYA | 5.2% | $21m | 9,064,639 | -50% |
| Power Solutions InternationalPSIX | 2.8% | $11m | 283,940 | New |
| Bitwise Hyperliquid ETFBHYP | 2.6% | $10m | 285,363 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 48.3% since 30 June 2025.
Where the money is
Industrials2.8%
Other97.2%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.