Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Alpine Investment Management Ltd (CIK 1964631) reported $400.8M across 10 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: YMM ($91.7M, 22.88%), PDD ($76.6M, 19.12%), BABA ($65.9M, 16.43%), BABA ($65.6M, 16.38%), SNDK1 ($52.4M, 13.08%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | YMM | FULL TRUCK ALLIANCE CO LTD | $91.7M | 22.88% | 11.1M | Added |
| 2 | PDD | PDD HOLDINGS INC | $76.6M | 19.12% | 7,500 | Trimmed |
| 3 | BABA | ALIBABA GROUP HLDG LTD | $65.9M | 16.43% | 5,250 | Added |
| 4 | BABA | ALIBABA GROUP HLDG LTD | $65.6M | 16.38% | 523,270 | Added |
| 5 | SNDK1 | SANDISK CORP | $52.4M | 13.08% | 825 | New |
| 6 | LU | LUFAX HOLDING LTD | $23.2M | 5.79% | 12.4M | Added |
| 7 | PDD | PDD HOLDINGS INC | $9.6M | 2.40% | 94,336 | Trimmed |
| 8 | JOYY | JOYY INC | $3.8M | 0.95% | 65,547 | Trimmed |
| 9 | META | META PLATFORMS INC | $3.7M | 0.92% | 6,420 | New |
| 10 | NVDA | NVIDIA CORPORATION | $3.6M | 0.89% | 20,500 | Trimmed |
| 11 | MU | MICRON TECHNOLOGY INC | $2.6M | 0.65% | 7,700 | New |
| 12 | MOMO | HELLO GROUP INC | $1.3M | 0.34% | 233,234 | New |
| 13 | LITE | LUMENTUM HLDGS INC | $667,622 | 0.17% | 950 | New |
| 14 | AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | Exited |
| 15 | WB | WEIBO CORP | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31