DOSSIER · 13F-HR · Q1 2026

OLP CAPITAL MANAGEMENT Ltd

$1.4B in tracked AUM across 11 positions as of Q1 2026.

OC
CIK 0001738126 · last filed Mar 31, 2026
Total AUM
$1.4B
as of Q1 2026
Holdings
11
positions
Whale Score
77
77
strong
Activity
no data
changes this Q
AI Analysis · Q1 2026

OLP Capital Management's $1.41B 13F shows the most explosive AUM growth in the current queue — from $513M to $1.41B, a near-tripling in a single quarter that reflects either exceptional performance or substantial inflows into a concentrated strategy. With only three prior-quarter holdings, the recent-filing context is limited, but Q1 shows two new positions entered, one position sold out, two reduced, and zero increased — the structural profile of a manager deploying fresh capital into a new core set of positions rather than adding to existing favorites. The WhaleScore of 79 reflects that this concentrated approach has generated alpha at scale, and the Q1 filing captures a manager in rapid portfolio construction mode.

The activity structure is consistent with rapid portfolio construction: two new positions entered, one sold out, two reduced, zero increased. In a book that has nearly tripled in size, the manager has clearly been deploying new capital into freshly researched names rather than adding to legacy positions. That construction posture is normal for a strategy in AUM-expansion mode.

The three prior-quarter holdings provide limited Q/Q context — the book has changed structure enough that direct comparison is difficult. What is clear is that OLP is now a $1.41B manager running a concentrated mandate, and the Q1 filing shows it in deployment mode rather than harvesting mode.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
ATAT
ATOUR LIFESTYLE HLDGS LTD
$597M16.2M42.2%
02
EEM
ISHARES TR
$253M4.5M17.9%
03
YMM
FULL TRUCK ALLIANCE CO LTD
$229M27.5M16.2%
04
INDA
ISHARES TR
$206M4.4M14.6%
05
HUYA
HUYA INC
$60M18.3M4.3%
06
RLX
RLX TECHNOLOGY INC
$58M26.4M4.1%
07
PURR
HYPERLIQUID STRATEGIES INC
$10M2.1M0.7%

Filing history

2026Q1Mar 31
$1.4B 175.5%
11 positionsView →
2025Q4Dec 31
$513M 9.5%
3 positionsView →
2025Q3Sep 30
$567M 26.7%
5 positionsView →
2025Q2Jun 30
$773M 0.4%
4 positionsLocked
2025Q1Mar 31
$770M 2.5%
4 positionsLocked
2024Q4Dec 31
$790M 18.1%
7 positionsLocked
2024Q3Sep 30
$669M 0.2%
6 positionsLocked
2024Q2Jun 30
$668M 7.1%
5 positionsLocked
2024Q1Mar 31
$624M 4.1%
4 positionsLocked
2023Q4Dec 31
$651M 24.3%
3 positionsLocked
2023Q3Sep 30
$523M 22.5%
2 positionsLocked
2023Q2Jun 30
$427M 1.4%
2 positionsLocked
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