OCM

OLP Capital Management Portfolio holdings

AUM $773M
This Quarter Return
+8.42%
1 Year Return
+71.5%
3 Year Return
+219.89%
5 Year Return
–
10 Year Return
–
AUM
$668M
AUM Growth
+$668M
Cap. Flow
-$1.08M
Cap. Flow %
-0.16%
Top 10 Hldgs %
100%
Holding
5
New
1
Increased
2
Reduced
2
Closed
–

Top Buys

1
YMM icon
Full Truck Alliance
YMM
$63.2M
2
ATAT icon
Atour Lifestyle Holdings
ATAT
$5.35M
3
PDD icon
Pinduoduo
PDD
$3.11M

Top Sells

1
QFIN icon
Qfin Holdings, Inc. American Depositary Shares
QFIN
$62.5M
2
NTES icon
NetEase
NTES
$10.3M

Sector Composition

1 Consumer Discretionary 55.15%
2 Financials 21.14%
3 Communication Services 14.24%
4 Technology 9.47%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
PDD icon
1
Pinduoduo
PDD
$173B
$318M 47.64%
2,393,265
+23,377
+1% +$3.11M
QFIN icon
2
Qfin Holdings, Inc. American Depositary Shares
QFIN
$3.88B
$141M 21.14%
7,156,257
-3,165,505
-31% -$62.5M
NTES icon
3
NetEase
NTES
$85.7B
$95.1M 14.24%
995,403
-108,010
-10% -$10.3M
YMM icon
4
Full Truck Alliance
YMM
$13.7B
$63.2M 9.47%
+7,866,751
New +$63.2M
ATAT icon
5
Atour Lifestyle Holdings
ATAT
$5.3B
$50.1M 7.51%
2,732,104
+291,378
+12% +$5.35M