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Livermore
Livermore
ZHEN

Oceanlink Management Ltd.

SEC CIK
0001738126
Latest filing
Aug 14, 2026

The latest 13F from Oceanlink Management Ltd. covers Q2 2026 (filed Aug 14, 2026): 6 long positions worth $400.0M. The top 10 holdings make up 100.0% of the portfolio, and the largest is Atour Lifestyle Holdings Ltd (ATAT) at 61.3%. Livermore has 24 filings on Form 13F from this institution, going back to Q1 2021.

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
2
Est. +$21.5M
Added
1
Est. +$256.6K
Reduced
3
Est. −$37.5M
Sold out
1
Est. −$10.5M

Top 5 holdings

Share of this quarter's portfolio value

  1. ATATAtour Lifestyle Holdings Ltd
    61.3%$245.3MHistory
  2. YMMFull Truck Alliance Co. Ltd.
    21.8%$87.0MHistory
  3. RLXRLX Technology Inc.
    6.3%$25.3MHistory
  4. HUYAHUYA Inc.
    5.2%$20.8MHistory
  5. PSIXPower Solutions International, Inc.
    2.8%$11.0MHistory

Biggest buys

New and added positions, by estimated amount bought

  1. PSIXPower Solutions International, Inc.
    +$11.0MNewHistory
  2. BHYPBitwise Hyperliquid ETF
    +$10.5MNewHistory
  3. RLXRLX Technology Inc.
    +$256.6KAddedHistory

Largest weight increases

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

  1. PSIXPower Solutions International, Inc.
    +2.76 pp0.0% → 2.8%History
  2. BHYPBitwise Hyperliquid ETF
    +2.62 pp0.0% → 2.6%History
  3. RLXRLX Technology Inc.
    +0.31 pp6.0% → 6.3%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. YMMFull Truck Alliance Co. Ltd.
    −$24.8MReducedHistory
  2. ATATAtour Lifestyle Holdings Ltd
    −$12.5MReducedHistory
  3. PURRHyperliquid Strategies Inc
    −$10.5MSold outHistory
  4. HUYAHUYA Inc.
    −$175.9KReducedHistory

Largest weight decreases

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

  1. PURRHyperliquid Strategies Inc
    −2.17 pp2.2% → 0.0%History
  2. YMMFull Truck Alliance Co. Ltd.
    −1.94 pp23.7% → 21.8%History
  3. HUYAHUYA Inc.
    −1.04 pp6.3% → 5.2%History
  4. ATATAtour Lifestyle Holdings Ltd
    −0.55 pp61.9% → 61.3%History

Metrics

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

Portfolio value
$400.0M
−$82.4M (−17.1%) vs. prior quarter
Positions
6
+1 vs. prior quarter
Top 10 concentration
100.0%
Top 10 as share of value
Turnover
4.9%
Q2 2026, one quarter
Average holding period
9.0 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 (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $790.3M (Q4 2024)

Q1 2021: $292.2MQ2 2021: $459.0MQ3 2021: $469.3MQ4 2021: $214.2MQ1 2022: $421.3MQ2 2022: $585.6MQ3 2022: $400.4MQ4 2022: $470.9MQ1 2023: $421.4MQ2 2023: $427.1MQ3 2023: $523.4MQ4 2023: $650.5MQ1 2024: $623.7MQ2 2024: $667.9MQ3 2024: $669.3MQ4 2024: $790.3MQ1 2025: $770.4MQ2 2025: $773.4MQ3 2025: $566.8MQ4 2025: $513.2MQ1 2026: $482.4MQ2 2026: $400.0M
Q1 2021Q2 2026
13F filings of Oceanlink Management Ltd. by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 14, 20266$400.0MATATYMMRLXvs. Q1 2026SEC
Q1 2026May 19, 2026Amended5$482.4MATATYMMHUYAvs. Q4 2025SEC
Q4 2025Feb 13, 20263$513.2MATATYMMJOYYvs. Q3 2025SEC
Q3 2025Nov 13, 20255$566.8MATATQFINYMMvs. Q2 2025SEC
Q2 2025Aug 14, 20254$773.4MQFINATATYMMvs. Q1 2025SEC
Q1 2025May 15, 20254$770.4MQFINATATYMMvs. Q4 2024SEC
Q4 2024Feb 14, 20257$790.3MQFINATATYMMvs. Q3 2024SEC
Q3 2024Nov 14, 20246$669.3MQFINATATYMMvs. Q2 2024SEC
Q2 2024Aug 14, 20245$667.9MPDDQFINNTESvs. Q1 2024SEC
Q1 2024May 15, 20244$623.7MPDDQFINNTESvs. Q4 2023SEC
Q4 2023Feb 14, 20243$650.5MPDDQFINATATvs. Q3 2023SEC
Q3 2023Nov 14, 20232$523.4MPDDQFINvs. Q2 2023SEC
Q2 2023Aug 14, 20232$427.1MQFINPDDvs. Q1 2023SEC
Q1 2023May 15, 20233$421.4MQFINPDDSEvs. Q4 2022SEC
Q4 2022Feb 24, 2023Amended4$470.9MQFINSEPDDvs. Q3 2022SEC
Q3 2022Nov 14, 20223$400.4MSEQFINPDDvs. Q2 2022SEC
Q2 2022Aug 15, 20223$585.6MSEPDDQFINvs. Q1 2022SEC
Q1 2022May 16, 20224$421.3MSEPDDQFINvs. Q4 2021SEC
Q4 2021Feb 14, 20226$214.2MPDDLXSEvs. Q3 2021SEC
Q3 2021Nov 15, 20216$469.3MZTOPDDLXvs. Q2 2021SEC
Q2 2021Aug 16, 20216$459.0MLXZTOGDSvs. Q1 2021SEC
Q1 2021May 17, 20215$292.2MLXSEBWMX–SEC

13D and 13G filings

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

Current stakes of 5% or more

2 companies, largest stake first.

Companies where Oceanlink Management Ltd. owns 5% or more
CompanyLatest formStakeChangeFirst filedLatest filingFiling
ATATAtour Lifestyle Holdings Ltd13G7.50%25.6M shares+1.13 ppfrom 6.37%Feb 14, 20252 filingsNov 13, 2025SEC
HUYAHUYA Inc.13G5.98%4.66M shares−5.44 ppfrom 11.42%May 11, 20265 filingsAug 27, 2026SEC

Latest filings

16 filings on file made by Oceanlink Management Ltd. or listing it as a reporting person, newest first.

Schedule 13D and 13G filings by Oceanlink Management Ltd.
CompanyFiled (ET)FormStakeChangeEvent dateFiling
HUYAHUYA Inc.Aug 27, 20261:47 PM ET13G5.98%4.66M shares−5.44 ppfrom 11.42%Aug 25, 2026SEC
HUYAHUYA Inc.Aug 14, 20264:56 PM ET13G/A11.42%9.06M shares−1.08 ppfrom 12.50%Jun 30, 2026SEC
HUYAHUYA Inc.May 15, 20269:01 AM ET13G/A12.50%9.14M shares+2.00 ppfrom 10.50%Mar 31, 2026SEC
HUYAHUYA Inc.May 11, 202611:54 AM ET13G/A10.50%7.65M shares+5.10 ppfrom 5.40%Feb 23, 2026SEC
HUYAHUYA Inc.May 11, 202610:51 AM ET13G5.40%3.94M sharesNewFeb 3, 2026SEC
ATATAtour Lifestyle Holdings LtdNov 13, 20255:00 PM ET13G7.50%25.6M shares+1.13 ppfrom 6.37%Sep 30, 2025SEC
Atour Lifestyle Holdings LimitedClass A ordinary shares, $0.00001 par valueFeb 14, 20253:24 PM ET13G/A0.00%0 shares–Below 5%Dec 31, 2024SEC
ATATAtour Lifestyle Holdings LtdFeb 14, 20253:24 PM ET13G6.37%21.6M sharesNewDec 31, 2024SEC
Atour Lifestyle Holdings LimitedNov 14, 202413GOld format–New–SEC
QFINQfin Holdings, Inc.Nov 14, 202413GOld format–––SEC
QFINQfin Holdings, Inc.Feb 14, 202413GOld format–––SEC
QFINQfin Holdings, Inc.Apr 3, 202313G/AOld format–––SEC
QFINQfin Holdings, Inc.Feb 14, 202313GOld format–New–SEC
LXLexinFintech Holdings Ltd.Feb 14, 202313G/AOld format–––SEC
LXLexinFintech Holdings Ltd.Mar 3, 202213G/AOld format–––SEC
LXLexinFintech Holdings Ltd.Feb 3, 202113GOld format–New–SEC