§ 13F · FUND PROFILE
ALPINE ASSOCIATES MANAGEMENT INC..
AUM · $1.6B (13F)Positions · 66Turnover · n/a · Q2Filed · Aug 6, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$430M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NSC | NORFOLK SOUTHN CORP | 462K | $145M | 9.1% | −1% |
| 2 | GTLS | CHART INDS INC | 494K | $103M | 6.5% | +15% |
| 3 | QRVO | QORVO INC | 798K | $74M | 4.7% | ±0% |
| 4 | SLAB | SILICON LABORATORIES INC | 299K | $65M | 4.1% | +34% |
| 5 | UNF | UNIFIRST CORP MASS | 235K | $62M | 3.9% | +8% |
| 6 | PEN | PENUMBRA INC | 189K | $60M | 3.7% | +43% |
| 7 | KVUE | KENVUE INC | 3.05M | $58M | 3.6% | +3% |
| 8 | WBS | WEBSTER FINL CORP | 758K | $58M | 3.6% | +82% |
| 9 | EA | ELECTRONIC ARTS INC | 260K | $53M | 3.3% | −19% |
| 10 | SKYT | SKYWATER TECHNOLOGY INC | 1.36M | $47M | 3.0% | +10% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ALPINE SIGNAL
AC read
ALPINE ASSOCIATES MANAGEMENT INC. is a Other fund managing $1.6 billion in assets. The fund runs a portfolio of 66 positions.
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