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Livermore
Livermore
ZHEN

Orland Properties Ltd

SEC CIK
0001550093
Latest filing
Aug 5, 2026

The latest 13F from Orland Properties Ltd covers Q2 2026 (filed Aug 5, 2026): 10 long positions worth $202.1M. The top 10 holdings make up 100.0% of the portfolio, and the largest is Chime Financial, Inc. (CHYM) at 46.7%. Livermore has 15 filings on Form 13F from this institution, going back to Q4 2022.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
0
Added
0
Reduced
4
Est. −$50.8M
Sold out
0

Top 5 holdings

Share of this quarter's portfolio value

  1. CHYMChime Financial, Inc.
    46.7%$94.4MHistory
  2. FIGRFigure Technology Solutions, Inc.
    38.0%$76.8MHistory
  3. LYELLyell Immunopharma, Inc.
    5.2%$10.6MHistory
  4. PDDPDD Holdings Inc.
    4.3%$8.68MHistory
  5. XPEVXpeng Inc.
    4.3%$8.62MHistory

Share of portfolio

Top 5 holdings and the other 5 positions, by share of portfolio value

  1. CHYM46.7%
  2. FIGR38.0%
  3. LYEL5.2%
  4. PDD4.3%
  5. XPEV4.3%
  6. Other 5 positions1.5%

Biggest buys

New and added positions, by estimated amount bought

None this quarter.

Largest weight increases

New and added positions, by percentage points of the portfolio gained

None this quarter.

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. FIGRFigure Technology Solutions, Inc.
    −$44.8MReducedHistory
  2. RVIRobinhood Ventures Fund I
    −$3.15MReducedHistory
  3. XPEVXpeng Inc.
    −$1.64MReducedHistory
  4. YMTYimutian Inc.
    −$1.23MReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. FIGRFigure Technology Solutions, Inc.
    −12.38 pp50.4% → 38.0%History
  2. RVIRobinhood Ventures Fund I
    −0.80 pp1.2% → 0.4%History
  3. XPEVXpeng Inc.
    −0.70 pp5.0% → 4.3%History
  4. YMTYimutian Inc.
    −0.12 pp0.2% → <0.1%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$202.1M
−$64.7M (−24.2%) vs. prior quarter
Positions
10
0 vs. prior quarter
Top 10 concentration
100.0%
Top 10 as share of value
Turnover
0.0%
Q2 2026, one quarter
Average holding period
5.4 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2022), so positions held before then are understated.

13F filings by quarter

15 quarters, going back to Q4 2022. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $534.4M (Q4 2025)

Q4 2022: $187.7MQ1 2023: $190.5MQ2 2023: $193.5MQ3 2023: $188.9MQ4 2023: $204.8MQ1 2024: $176.9MQ2 2024: $131.6MQ3 2024: $149.3MQ4 2024: $68.6MQ1 2025: $82.9MQ2 2025: $236.1MQ3 2025: $467.6MQ4 2025: $534.4MQ1 2026: $266.8MQ2 2026: $202.1M
Q4 2022Q2 2026
13F filings of Orland Properties Ltd by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 5, 202610$202.1MCHYMFIGRLYELvs. Q1 2026SEC
Q1 2026May 6, 202610$266.8MFIGRCHYMLYELvs. Q4 2025SEC
Q4 2025Feb 17, 20269$534.4MFIGRCHYMLYELvs. Q3 2025SEC
Q3 2025Nov 12, 20259$467.6MFIGRCHYMPDDvs. Q2 2025SEC
Q2 2025Aug 14, 20258$236.1MCHYMXPEVPDDvs. Q1 2025SEC
Q1 2025May 13, 20257$82.9MXPEVPDDRLXvs. Q4 2024SEC
Q4 2024Feb 14, 20257$68.6MXPEVPDDRLXvs. Q3 2024SEC
Q3 2024Nov 8, 202411$149.3MXPEVHOODLYELvs. Q2 2024SEC
Q2 2024Aug 13, 202412$131.6MHOODXPEVLYELvs. Q1 2024SEC
Q1 2024May 14, 202412$176.9MLYELHOODABNBvs. Q4 2023SEC
Q4 2023Feb 14, 202414$204.8MXPEVLYELHOODvs. Q3 2023SEC
Q3 2023Nov 14, 202314$188.9MXPEVABNBLYELvs. Q2 2023SEC
Q2 2023Aug 14, 202312$193.5MXPEVLYELHOODvs. Q1 2023SEC
Q1 2023May 15, 202314$190.5MXPEVLYELRLXvs. Q4 2022SEC
Q4 2022Feb 14, 202315$187.7MLYELXPEVRLX–SEC

13D and 13G filings

Companies where Orland Properties Ltd reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

Orland Properties Ltd does not currently report owning 5% or more of any company.

Latest filings

3 filings on file made by Orland Properties Ltd or listing it as a reporting person, newest first.

Schedule 13D and 13G filings by Orland Properties Ltd
CompanyFiled (ET)FilerFormStakeChangeEvent dateFiling
FIGRFigure Technology Solutions, Inc.Mar 17, 20261:06 PM ETGemini GP Ltdand 3 others13G3.05%5.42M sharesNewBelow 5%Mar 11, 2026SEC
LYELLyell Immunopharma, Inc.Nov 12, 20254:57 PM ETNewton (PTC) Ltdand 3 others13G/A3.93%754.7K shares–Below 5%Sep 30, 2025SEC
FIGRFigure Technology Solutions, Inc.Nov 12, 20254:55 PM ETNewton (PTC) Ltdand 3 others13G5.10%8.78M sharesNewSep 30, 2025SEC