Alpine Investment Management Ltd: 13F holdings
CIK 19646312026Q2
| Positions | 9 |
|---|
| Reported value | $411.2m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 9 (-4 vs prior quarter) |
|---|
| Reported value | $411.2m (+2.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| YMM FULL TRUCK ALLIANCE CO LTD | 17,210,388 | $139.7m | 34.0% |
| PDD PDD HOLDINGS INC | 1,661,600 | $126.7m | 30.8% |
| LITE LUMENTUM HLDGS INC | 48,745 | $41.8m | 10.2% |
| NVDA NVIDIA CORPORATION | 109,600 | $21.9m | 5.3% |
| TME TENCENT MUSIC ENTMT GROUP | 2,418,198 | $20.2m | 4.9% |
| PDD HOLDINGS INC | 2,500 | $19.1m | 4.6% |
| LU LUFAX HOLDING LTD | 13,939,985 | $18.4m | 4.5% |
| MOMO HELLO GROUP INC | 2,466,700 | $14.3m | 3.5% |
| QFIN QFIN HOLDINGS INC | 567,781 | $9.0m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1964631")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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