Olp Capital Management Ltd holds a concentrated book of 5 stocks worth $482.4M as of Q1 2026 (disclosed May 19, 2026, a ~45-day 13F lag). This quarter they opened Huya Inc-ADR and trimmed Atour Lifestyle Holdings-ADR. Their largest long position is Atour Lifestyle Holdings-ADR at 62% of the equity book. They also disclosed $459.2M in put options (a bearish bet), shown separately below and excluded from the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1738126/holdings"
Use Arkolith to show OLP CAPITAL MANAGEMENT Ltd's latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Olp Capital Management Ltd
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| GOLDMAN SACHS GROUP INC | 6 / 5 | $201.9M |
| MORGAN STANLEY | 6 / 5 | $169.9M |
| BlackRock, Inc. | 6 / 5 | $160.7M |
| UBS Group AG | 6 / 5 | $140.3M |
| BANK OF AMERICA CORP /DE/ | 6 / 5 | $122.3M |
| MILLENNIUM MANAGEMENT LLC | 6 / 5 | $101.9M |
| STATE STREET CORP | 6 / 5 | $66.0M |
| CITIGROUP INC | 6 / 5 | $53.5M |
Ranked by how many of Olp Capital Management Ltd's top 5 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Atour Lifestyle Hldgs Ltd SPONSORED ADS | $298.5M | 8.11M | 61.9% | ▼−6.3% Reduced · −547K sh | |
| 2 | Full Truck Alliance Co Ltd SPONSORED ADS | $114.3M | 13.77M | 23.7% | ▼−8.3% Reduced · −1.2M sh | |
| 3 | Huya Inc ADS REP SHS A | $30.2M | 9.14M | 6.3% | ▲New New position | |
| 4 | RLX Technology Inc SPONSORED ADS | $29.0M | 13.19M | 6.0% | ▲New New position | |
| 5 | Hyperliquid Strategies Inc COM | $10.5M | 2.05M | 2.2% | ▲New New position |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| PUT · bearish | ISHARES MSCI EMERGING MARKETEEM | $253.2M | 4.5M |
| PUT · bearish | ISHARES MSCI INDIA ETFINDA | $206.1M | 4.4M |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 19, 2026 | 7 | $941.7M | 13F-HR/A |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 3 | $513.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 5 | $566.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 4 | $773.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 4 | $770.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 7 | $790.3M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 6 | $669.3M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 5 | $667.9M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 4 | $623.7M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 3 | $650.5M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 2 | $523.4M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 2 | $427.1M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 3 | $421.4M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 24, 2023 | 4 | $470.9M | 13F-HR/A |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 3 | $400.4M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 3 | $585.6M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 4 | $421.3M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 6 | $214.2M | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 6 | $469.3M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 16, 2021 | 6 | $459.0M | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 17, 2021 | 5 | $292.2M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 17, 2021 | 5 | $364.2M | 13F-HR/A |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.