Latest OCEANLINK MANAGEMENT LTD. Stock Portfolio
$667Million
About OCEANLINK MANAGEMENT LTD. and 13F Hedge Fund Stock Holdings
OLP CAPITAL MANAGEMENT Ltd is a hedge fund based in Hong Kong. On 22-Dec-2021, the fund reported that it had an AUM (Regulated Assets under Management) of $1.2 Billions. In it's latest 13F Holdings report, OLP CAPITAL MANAGEMENT Ltd reported an equity portfolio of $667.9 Millions as of 30 Jun, 2024.
The top stock holdings of OLP CAPITAL MANAGEMENT Ltd are PDD, QFIN, NTES. The fund has invested 47.6% of it's portfolio in PDD HOLDINGS INC and 21.1% of portfolio in QIFU TECHNOLOGY INC.
They significantly reduced their stock positions in QIFU TECHNOLOGY INC (QFIN) and NETEASE INC (NTES). OLP CAPITAL MANAGEMENT Ltd opened new stock positions in FULL TRUCK ALLIANCE CO LTD (YMM). The fund showed a lot of confidence in some stocks as they added substantially to ATOUR LIFESTYLE HLDGS LTD (ATAT) and PDD HOLDINGS INC (PDD).
The top stock holdings of OLP CAPITAL MANAGEMENT Ltd are PDD, QFIN, NTES. The fund has invested 47.6% of it's portfolio in PDD HOLDINGS INC and 21.1% of portfolio in QIFU TECHNOLOGY INC.
They significantly reduced their stock positions in QIFU TECHNOLOGY INC (QFIN) and NETEASE INC (NTES). OLP CAPITAL MANAGEMENT Ltd opened new stock positions in FULL TRUCK ALLIANCE CO LTD (YMM). The fund showed a lot of confidence in some stocks as they added substantially to ATOUR LIFESTYLE HLDGS LTD (ATAT) and PDD HOLDINGS INC (PDD).
OCEANLINK MANAGEMENT LTD. Equity Portfolio Value
Last Reported on: 14 Aug, 2024
New Buys
| Ticker | $ Bought |
|---|---|
| full truck alliance co ltd | 63,248,700 |
New stocks bought by OCEANLINK MANAGEMENT LTD.
Additions
| Ticker | % Inc. |
|---|---|
| atour lifestyle hldgs ltd | 11.94 |
| pdd holdings inc | 0.99 |
Additions to existing portfolio by OCEANLINK MANAGEMENT LTD.
Reductions
| Ticker | % Reduced |
|---|---|
| qifu technology inc | -30.67 |
| netease inc | -9.79 |
OCEANLINK MANAGEMENT LTD. reduced stake in above stock
Sold off
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: 14 Aug, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| ATAT | atour lifestyle hldgs ltd | 7.51 | 2,732,100 | 50,134,100 | added | 11.94 | ||
| NTES | netease inc | 14.24 | 995,403 | 95,140,600 | reduced | -9.79 | ||
| PDD | pdd holdings inc | 47.64 | 2,393,260 | 318,185,000 | added | 0.99 | ||
| QFIN | qifu technology inc | 21.14 | 7,156,260 | 141,193,000 | reduced | -30.67 | ||
| YMM | full truck alliance co ltd | 9.47 | 7,866,750 | 63,248,700 | new | |||