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Alpine Investment Management Ltd

Portfolio Manager
Alpine Investment Management LTD
Performance
-16.07% (2026 Q1)
AUM (13F)
$400.80M
# of Holdings
10
Performance Rank
Allocation (Top 20)
100%

Alpine Investment Management Ltd Holdings Map

Top 10 Alpine Investment Management Ltd Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
YMM
FULL TRUCK ALLIANCE CO LTD
44.55%11.05M$91.7M
+48.43%(+3.61M)
2025-Q1: 0 shares2025-Q2: 4.60M shares2025-Q3: 4.00M shares2025-Q4: 7.44M shares2026-Q1: 11.05M shares
$9.80(-11.67%)
2026-03-31
BABA
ALIBABA GROUP HLDG LTD
31.89%523.3K$65.6M
+277.00%(+384.47K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 138.8K shares2026-Q1: 523.3K shares
$124.48(+6.51%)
2026-03-31
LU
LUFAX HOLDING LTD
11.27%12.40M$23.2M
+53.01%(+4.30M)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 4.22M shares2025-Q4: 8.11M shares2026-Q1: 12.40M shares
$2.97(-37.03%)
2026-03-31
PDD
PDD HOLDINGS INC
4.68%94.3K$9.6M
-69.19%(-211.86K)
2025-Q1: 0 shares2025-Q2: 900.0K shares2025-Q3: 0 shares2025-Q4: 306.2K shares2026-Q1: 94.3K shares
$98.53(-2.74%)
2026-03-31
JOYY
JOYY INC
1.86%65.5K$3.8M
-86.79%(-430.75K)
2025-Q1: 1.00M shares2025-Q2: 914.2K shares2025-Q3: 575.0K shares2025-Q4: 496.3K shares2026-Q1: 65.5K shares
$41.91(+34.39%)
2026-03-31
META
META PLATFORMS INC
1.78%6.4K$3.7Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 6.4K shares
$616.11(-0.31%)
2026-03-31
NVDA
NVIDIA CORPORATION
1.74%20.5K$3.6M
-87.61%(-144.90K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 165.4K shares2026-Q1: 20.5K shares
$186.54(+20.79%)
2026-03-31
MU
MICRON TECHNOLOGY INC
1.26%7.7K$2.6Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 7.7K shares
$98.43(+777.79%)
2026-03-31
MOMO
HELLO GROUP INC
0.65%233.2K$1.3Mnew2025-Q1: 1.55M shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 233.2K shares
$7.01(-13.69%)
2026-03-31
LITE
LUMENTUM HLDGS INC
0.32%950$668Knew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 950 shares
$535.68(+81.21%)
2026-03-31

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