Latest OCEANLINK MANAGEMENT LTD. Stock Portfolio
About OCEANLINK MANAGEMENT LTD. and 13F Hedge Fund Stock Holdings
OLP CAPITAL MANAGEMENT Ltd is a hedge fund based in Hong Kong. On 2026-02-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, OLP CAPITAL MANAGEMENT Ltd reported an equity portfolio of $513.2 Millions as of 31 Dec, 2025.
The top stock holdings of OLP CAPITAL MANAGEMENT Ltd are ATAT, YMM, YY. The fund has invested 66.5% of it's portfolio in ATOUR LIFESTYLE HLDGS LTD and 31.4% of portfolio in FULL TRUCK ALLIANCE CO LTD.
The fund managers got completely rid off QFIN HOLDINGS INC (QFIN) and YALLA GROUP LTD (YALA) stocks. They significantly reduced their stock positions in JOYY INC (YY). The fund showed a lot of confidence in some stocks as they added substantially to FULL TRUCK ALLIANCE CO LTD (YMM) and ATOUR LIFESTYLE HLDGS LTD (ATAT).
The top stock holdings of OLP CAPITAL MANAGEMENT Ltd are ATAT, YMM, YY. The fund has invested 66.5% of it's portfolio in ATOUR LIFESTYLE HLDGS LTD and 31.4% of portfolio in FULL TRUCK ALLIANCE CO LTD.
The fund managers got completely rid off QFIN HOLDINGS INC (QFIN) and YALLA GROUP LTD (YALA) stocks. They significantly reduced their stock positions in JOYY INC (YY). The fund showed a lot of confidence in some stocks as they added substantially to FULL TRUCK ALLIANCE CO LTD (YMM) and ATOUR LIFESTYLE HLDGS LTD (ATAT).
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| full truck alliance co ltd | 198 |
| atour lifestyle hldgs ltd | 1.55 |
Additions to existing portfolio by OCEANLINK MANAGEMENT LTD.
Reductions
| Ticker | % Reduced |
|---|---|
| joyy inc | -70.6 |
OCEANLINK MANAGEMENT LTD. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| qfin holdings inc | -144,215,000 |
| yalla group ltd | -2,876,150 |
OCEANLINK MANAGEMENT LTD. got rid off the above stocks
OCEANLINK MANAGEMENT LTD. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of OCEANLINK MANAGEMENT LTD.
Last Reported on: 13 Feb, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| ATAT | atour lifestyle hldgs ltd | 66.46 | 8,656,490 | 341,066,000 | added | 1.55 | ||
| QFIN | qfin holdings inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| YALA | yalla group ltd | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| YMM | full truck alliance co ltd | 31.38 | 15,007,900 | 161,034,000 | added | 198 | ||
| YY | joyy inc | 2.16 | 170,866 | 11,065,300 | reduced | -70.6 | ||