OLP CAPITAL MANAGEMENT Ltd's Q3 2025 13F: 1 new position
Form 13F-HR for the quarter ended Sep 30, 2025 · filed Nov 13, 2025 · 5 reported positions · accession 0001738126-25-000003
What changed this quarter
| Activity | Security | Weight before | Weight now | Change | Shares | Shares % |
|---|---|---|---|---|---|---|
| Reduced | FULL TRUCK ALLIANCE CO LTD (YMM) | 25.6% | 11.5% | −14.1 pts | −11.73M sh | −70% |
| Reduced | QFIN HOLDINGS INC (QFIN) | 36.9% | 25.4% | −11.4 pts | −1.57M sh | −24% |
| Increased | ATOUR LIFESTYLE HLDGS LTD (ATAT) | 33.7% | 56.5% | +22.8 pts | +509K sh | +6% |
| New | YALLA GROUP LTD (YALA) | — | 0.5% | +0.5 pts | +383K sh | new |
Reported by the fund in its Form 13F filed with the SEC; holdings are as of the quarter-end report date and may have changed since. For informational purposes only — not investment advice or a recommendation to buy or sell any security. FilingExplorer is not affiliated with or endorsed by this fund. How this brief is compiled
Top 10 positions — 100.0% of the equity book
Changes in the top 10 this quarter: YALA entered
| # | Security | Weight before | Weight now | |
|---|---|---|---|---|
| 1 | ATOUR LIFESTYLE HLDGS LTD (ATAT) | 33.7% | 56.5% | |
| 2 | QFIN HOLDINGS INC (QFIN) | 36.9% | 25.4% | |
| 3 | FULL TRUCK ALLIANCE CO LTD (YMM) | 25.6% | 11.5% | |
| 4 | JOYY INC (JOYY) | 3.8% | 6.0% | |
| 5 | YALLA GROUP LTD (YALA) | 0.0% | 0.5% | Entered the top 10 |
Weights are each position's reported value as a share of the fund's reported equity positions (options and principal-amount holdings excluded).