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Olp Capital Management LTD

CIK:0001738126
Hedge Fund
$1B AUM
4 holdings
Hong Kong, Hong Kong
Founded:2017
11 employees
Latest filing:Jun 30, 2025

OLP Capital Management Limited is an investment management firm headquartered in Causeway Bay, Hong Kong. With a reported office address at Unit 2430, 24/F, Lee Garden One, the firm advises pooled investment vehicles and primarily serves institutional investors. Founded in the 2010s, OLP is affiliated or related with OceanLink Management Ltd. The firm manages investment portfolios with an institutional, cross-border focus and employs around 11 staff across investment and support roles.

Investment Strategy

OLP Capital Management Limited specializes in managing equity and alternative investment portfolios with a focus on Asian and Greater China markets, aiming for long-term value appreciation. The firm uses fundamental analysis to invest primarily in a concentrated set of public equities, emphasizing active management of portfolio risk and seeking to capitalize on region-specific growth and market opportunities. Its client base consists exclusively of pooled investment vehicles, maintaining a discretionary approach to portfolio management.

Latest 13F Filing Activity

Olp Capital Management LTD filed their most recent 13F report on Jun 30, 2025 disclosing 3 equity positions with a total 13F market value of $773M. The fund increased holdings in Atour Lifestyle HLDGS LTD, Full Truck Alliance Co. LTD, Qifu Technology Inc.. Olp Capital Management LTD reduced exposure to Qifu Technology Inc., Full Truck Alliance Co. LTD, Atour Lifestyle HLDGS LTD.

Top Buys
A
ATATATOUR LIFESTYLE HLDGS LTD
+$50.3M
Q
QFINQIFU TECHNOLOGY INC
-$10.0M
Y
YMMFULL TRUCK ALLIANCE CO LTD
-$2.6M
Top Sells
A
ATATATOUR LIFESTYLE HLDGS LTD
+$50.3M
Q
QFINQIFU TECHNOLOGY INC
-$10.0M
Y
YMMFULL TRUCK ALLIANCE CO LTD
-$2.6M

Top Holdings

Q
QFINQIFU TECHNOLOGY INC
+36.9%$285.3M
A
ATATATOUR LIFESTYLE HLDGS LTD
+33.7%$260.6M
Y
YMMFULL TRUCK ALLIANCE CO LTD
+25.6%$197.9M

Equity Positions (3)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
QIFU TECHNOLOGY INC36.89%$285.3M6,580,592$19.43$43.36-$10.0M
ATOUR LIFESTYLE HLDGS LTD33.69%$260.6M8,015,341$24.10$32.51+$50.3M
FULL TRUCK ALLIANCE CO LTD25.59%$197.9M16,758,766$8.66$11.81-$2.6M

Industry Allocation

HOTELS & MOTELS
+56.5%
FINANCE SERVICES
+25.4%
SERVICES-PREPACKAGED SOFTWARE
+11.5%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+0.5%