OCM

OLP Capital Management Portfolio holdings

AUM $773M
This Quarter Return
-30.13%
1 Year Return
+71.5%
3 Year Return
+219.89%
5 Year Return
–
10 Year Return
–
AUM
$214M
AUM Growth
+$214M
Cap. Flow
-$171M
Cap. Flow %
-79.61%
Top 10 Hldgs %
100%
Holding
7
New
1
Increased
5
Reduced
–
Closed
1

Top Buys

1
PDD icon
Pinduoduo
PDD
$25.8M
2
QFIN icon
Qfin Holdings, Inc. American Depositary Shares
QFIN
$11.8M
3
BWMX icon
Betterware México
BWMX
$1.05M
4
SE icon
Sea Limited
SE
$895K
5
LX
LexinFintech Holdings
LX
$386K

Top Sells

1
ZTO icon
ZTO Express
ZTO
$211M

Sector Composition

1 Consumer Discretionary 60.06%
2 Financials 29.29%
3 Technology 10.64%
4 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
PDD icon
1
Pinduoduo
PDD
$171B
$81.4M 37.99%
1,395,869
+442,869
+46% +$25.8M
LX
2
LexinFintech Holdings
LX
$1.06B
$51M 23.81%
13,209,795
+100,000
+0.8% +$386K
SE icon
3
Sea Limited
SE
$110B
$33.7M 15.74%
150,722
+4,000
+3% +$895K
GDS icon
4
GDS Holdings
GDS
$6.62B
$22.8M 10.64%
483,284
+3,800
+0.8% +$179K
BWMX icon
5
Betterware México
BWMX
$499M
$13.6M 6.33%
646,579
+50,206
+8% +$1.05M
QFIN icon
6
Qfin Holdings, Inc. American Depositary Shares
QFIN
$3.86B
$11.8M 5.49%
+512,570
New +$11.8M
ZTO icon
7
ZTO Express
ZTO
$14.6B
– –
-6,868,548
Closed -$211M