13F Pro

OCEANLINK MANAGEMENT LTD.

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1738126
Institutional-grade research for retail investors

13F Reported Value

ⓘ

$471.9M

Holdings

4

Latest Filing

2026-03-31

Filing Quarter

Q1 2026

Portfolio Overview

OCEANLINK MANAGEMENT LTD. disclosed 4 positions worth $471.9M in its Form 13F-HR for Q1 2026, led by $ATAT (Atour Lifestyle Holdings Ltd) at 63.3% of the equity portfolio, followed by $YMM and $HUYA. During the quarter the fund opened 2 new positions and exited 1 — including a new stake in $HUYA and a full exit from $JOYY. The portfolio is most concentrated in Consumer Discretionary (63.3% of disclosed assets). All figures are sourced directly from OCEANLINK MANAGEMENT LTD.’s Form 13F-HR filing with the SEC under CIK 1738126.

AI Fund Analysis

Stable
ATAT$ATAT
63.3% weight
Held 9 quarters
YMM$YMM
24.2% weight
Held 8 quarters

Sector Allocation

Consumer DiscretionaryTechnologyConsumer Staples

AUM History

Top Equity Holdings by Value

Quarterly Activity — Q1 2026

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Top Holdings

AI Quality Scored

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32-signal composite ranking on each of OCEANLINK MANAGEMENT LTD.'s 4 positions.

Showing top 4 of 4 holdings.

Sector Allocation

Consumer Discretionary

$298.5M

Technology

$144.4M

Consumer Staples

$29.0M

Full Holdings — OCEANLINK MANAGEMENT LTD. (Q1 2026)

All 4 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#TickerCompanyValueWeightQoQQuality
1ATAT$ATATAtour Lifestyle Holdings Ltd$298.5M63.3%-6%—
2YMM$YMMFull Truck Alliance Co. Ltd.$114.3M24.2%-8%—
3HUYA$HUYAHUYA Inc.$30.2M6.4%NEW—
4RLX$RLXRLX Technology Inc.$29.0M6.2%NEW—

New Positions (2)

HUYA$HUYA HUYA Inc.$30.2M
RLX$RLX RLX Technology Inc.$29.0M

Exited Positions (1)

JOYY$JOYY JOYY Inc.

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Available Analysis

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Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights

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AI-Powered Hedge Fund Analysis: OCEANLINK MANAGEMENT LTD.

13F Pro is an AI hedge fund tracker and stock research platform. For OCEANLINK MANAGEMENT LTD. (SEC CIK: 1738126), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in OCEANLINK MANAGEMENT LTD.'s portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.