Alpine Investment Management Ltd 13F Holdings · Q2 2026
Alpine Investment Management Ltd reported 8 securities worth $411.20M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: YMM (33.99%), PDD (30.82%), LITE (10.17%). Among its top 25 positions this quarter: 2 new, 6 added, 1 trimmed, 6 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | YMM | FULL TRUCK ALLIANCE CO LTD | $139.7M | 33.99% | 17.2M | Added |
| 2 | PDD | PDD HOLDINGS INC | $126.7M | 30.82% | 1.7M | Added |
| 3 | LITE | LUMENTUM HLDGS INC | $41.8M | 10.17% | 48,745 | Added |
| 4 | NVDA | NVIDIA CORPORATION | $21.9M | 5.33% | 109,600 | Added |
| 5 | TME | TENCENT MUSIC ENTMT GROUP | $20.2M | 4.91% | 2.4M | New |
| 6 | PDD | PDD HOLDINGS INC | $19.1M | 4.64% | 2,500 | Trimmed |
| 7 | LU | LUFAX HOLDING LTD | $18.4M | 4.47% | 13.9M | Added |
| 8 | MOMO | HELLO GROUP INC | $14.3M | 3.48% | 2.5M | Added |
| 9 | QFIN | QFIN HOLDINGS INC | $9.0M | 2.18% | 567,781 | New |
| 10 | BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | Exited |
| 11 | BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | Exited |
| 12 | JOYY | JOYY INC | $0 | 0.00% | 0 | Exited |
| 13 | META | META PLATFORMS INC | $0 | 0.00% | 0 | Exited |
| 14 | MU | MICRON TECHNOLOGY INC | $0 | 0.00% | 0 | Exited |
| 15 | SNDK1 | SANDISK CORP | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR