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 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 $669.4 Millions as of 30 Sep, 2024.
The top stock holdings of OLP CAPITAL MANAGEMENT Ltd are QFIN, ATAT, YMM. The fund has invested 33.8% of it's portfolio in QIFU TECHNOLOGY INC and 23.8% of portfolio in ATOUR LIFESTYLE HLDGS LTD.
The fund managers got completely rid off PDD HOLDINGS INC (PDD) stocks. They significantly reduced their stock positions in NETEASE INC (NTES). OLP CAPITAL MANAGEMENT Ltd opened new stock positions in TENCENT MUSIC ENTMT GROUP (TME) and NEW ORIENTAL ED & TECHNOLOGY. The fund showed a lot of confidence in some stocks as they added substantially to ATOUR LIFESTYLE HLDGS LTD (ATAT), FULL TRUCK ALLIANCE CO LTD (YMM) and QIFU TECHNOLOGY INC (QFIN).
The top stock holdings of OLP CAPITAL MANAGEMENT Ltd are QFIN, ATAT, YMM. The fund has invested 33.8% of it's portfolio in QIFU TECHNOLOGY INC and 23.8% of portfolio in ATOUR LIFESTYLE HLDGS LTD.
The fund managers got completely rid off PDD HOLDINGS INC (PDD) stocks. They significantly reduced their stock positions in NETEASE INC (NTES). OLP CAPITAL MANAGEMENT Ltd opened new stock positions in TENCENT MUSIC ENTMT GROUP (TME) and NEW ORIENTAL ED & TECHNOLOGY. The fund showed a lot of confidence in some stocks as they added substantially to ATOUR LIFESTYLE HLDGS LTD (ATAT), FULL TRUCK ALLIANCE CO LTD (YMM) and QIFU TECHNOLOGY INC (QFIN).
New Buys
| Ticker | $ Bought |
|---|---|
| tencent music entmt group | 57,232,000 |
| new oriental ed & technology | 54,395,000 |
New stocks bought by OCEANLINK MANAGEMENT LTD.
Additions
| Ticker | % Inc. |
|---|---|
| atour lifestyle hldgs ltd | 125 |
| full truck alliance co ltd | 105 |
| qifu technology inc | 6.09 |
Additions to existing portfolio by OCEANLINK MANAGEMENT LTD.
Reductions
| Ticker | % Reduced |
|---|---|
| netease inc | -71.49 |
OCEANLINK MANAGEMENT LTD. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| pdd holdings inc | -318,185,000 |
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: 14 Nov, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| ATAT | atour lifestyle hldgs ltd | 23.83 | 6,149,570 | 159,520,000 | added | 125 | ||
| NTES | netease inc | 3.96 | 283,797 | 26,537,900 | reduced | -71.49 | ||
| PDD | pdd holdings inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| QFIN | qifu technology inc | 33.81 | 7,591,770 | 226,311,000 | added | 6.09 | ||
| TME | tencent music entmt group | 8.55 | 4,749,540 | 57,232,000 | new | |||
| YMM | full truck alliance co ltd | 21.72 | 16,132,600 | 145,354,000 | added | 105 | ||
| new oriental ed & technology | 8.13 | 717,233 | 54,395,000 | new | ||||