1y return−30.1%S&P 500 +20.9%
3y return+51.8%S&P 500 +68.5%
5y return−51.9%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2020: $65 against $200 in the S&P 500.2
OLP CAPITAL MANAGEMENT LtdS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| ATATAtour Lifestyle Hldgs Ltd | $245.3M | 61.3% | −52.4% |
| YMMFull Truck Alliance Co Ltd | $87.0M | 21.8% | −61.1% |
| RLXRlx Technology Inc | $25.3M | 6.3% | −49.5% |
| HUYAHuya Inc | $20.8M | 5.2% | −50.4% |
| PSIXPower Solutions Intl Inc | $11.0M | 2.8% | New |
| BHYPBitwise Hyperliquid Etf | $10.5M | 2.6% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| ATATAtour Lifestyle Hldgs Ltd | December 31, 2023 | +83.2% | $245.3M |
| YMMFull Truck Alliance Co Ltd | June 30, 2024 | +1.0% | $87.0M |
| RLXRlx Technology Inc | March 31, 2026 | −13.6% | $25.3M |
| HUYAHuya Inc | March 31, 2026 | −30.3% | $20.8M |
Sold off last quarter
- PURRHyperliquid Strategies Inc was $10.5M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | −11.2% | +14.8% |
| March 31, 2026 | −11.7% | −4.6% |
| December 31, 2025 | −7.1% | +2.4% |
| September 30, 2025 | −4.0% | +7.8% |
| June 30, 2025 | +2.5% | +10.5% |
| March 31, 2025 | +10.2% | −4.6% |
| December 31, 2024 | +13.0% | +2.1% |
| September 30, 2024 | +15.4% | +5.4% |
| June 30, 2024 | +7.3% | +4.0% |
| March 31, 2024 | −8.9% | +10.0% |
| December 31, 2023 | +31.8% | +11.2% |
| September 30, 2023 | +14.4% | −3.6% |
| June 30, 2023 | −15.0% | +8.3% |
| March 31, 2023 | +13.2% | +7.0% |
| December 31, 2022 | +5.7% | +7.1% |
| September 30, 2022 | −12.4% | −5.3% |
| June 30, 2022 | −13.8% | −16.5% |
| March 31, 2022 | −31.6% | −4.9% |
| December 31, 2021 | −21.6% | +10.7% |
| September 30, 2021 | −23.0% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: OLP CAPITAL MANAGEMENT Ltd Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1738126&type=13F-HR&dateb=&owner=include&count=40CIK 1738126
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1738126/000173812626000006/Filed August 14, 2026 · accession 0001738126-26-000006