§ 13F · FUND PROFILE
Alpine Investment Management Ltd.
AUM · $411M (13F)Positions · 9Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$29M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | YMM | FULL TRUCK ALLIANCE CO LTD | 17.21M | $140M | 34.0% | +56% |
| 2 | PDD | PDD HOLDINGS INC | 1.66M | $127M | 30.8% | +1661% |
| 3 | LITE | LUMENTUM HLDGS INC | 49K | $42M | 10.2% | +5031% |
| 4 | NVDA | NVIDIA CORPORATION | 110K | $22M | 5.3% | +435% |
| 5 | TME | TENCENT MUSIC ENTMT GROUP | 2.42M | $20M | 4.9% | NEW |
| 6 | PDD | PDD HOLDINGS INC | 3K | $19M | 4.6% | −67% |
| 7 | LU | LUFAX HOLDING LTD | 13.94M | $18M | 4.5% | +12% |
| 8 | MOMO | HELLO GROUP INC | 2.47M | $14M | 3.5% | +958% |
| 9 | QFIN | QFIN HOLDINGS INC | 568K | $9M | 2.2% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ALPINE SIGNAL
AC read
Alpine Investment Management Ltd is a Other fund managing $411 million in assets. The fund runs a focused portfolio of just 9 positions.
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