§ 13F · FUND PROFILE
Alpine Investment Management Ltd.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $331M (13F)Positions · 8Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$61M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | YMM | FULL TRUCK ALLIANCE CO LTD | 11.05M | $92M | 22.9% | +48% |
| 2 | PDD | PDD HOLDINGS INC | 8K | $77M | 19.1% | −10% |
| 3 | BABA | ALIBABA GROUP HLDG LTD | 5K | $66M | 16.4% | +91% |
| 4 | BABA | ALIBABA GROUP HLDG LTD | 523K | $66M | 16.4% | +277% |
| 5 | SNDK | SANDISK CORP | 825 | $52M | 13.1% | NEW |
| 6 | LU | LUFAX HOLDING LTD | 12.40M | $23M | 5.8% | +53% |
| 7 | PDD | PDD HOLDINGS INC | 94K | $10M | 2.4% | −69% |
| 8 | JOYY | JOYY INC | 66K | $4M | 1.0% | −87% |
| 9 | META | META PLATFORMS INC | 6K | $4M | 0.9% | NEW |
| 10 | NVDA | NVIDIA CORPORATION | 21K | $4M | 0.9% | −88% |
§ 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 $331 million in assets. The fund runs a focused portfolio of just 8 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed