Fund · CIK 1964631 · concentrated
Alpine Investment Management Ltd
Jun 30, 2026Filed Aug 14, 2026 · SEC filing ↗
Reported value$411M +100%
Positions9
Opened · sold out3 · 4
Holdings
Share positions at Jun 30, 2026| Stock | % of fund | Value | Shares | Since Q1 2026 |
|---|---|---|---|---|
| YMMFull Truck Alliance -Spn ADRADR | 34.0% | $140M | 17,210,388 | Added +56% |
| PDDPdd Holdings IncADR | 30.8% | $127M | 1,661,600 | Added +1661% |
| LITELumentum Holdings IncStock | 10.2% | $41.8M | 48,745 | Added +5031% |
| NVDANvidia CorpCOM | 5.3% | $21.9M | 109,600 | Added +435% |
| TMETencent Music Entertainm-AdrADR | 4.9% | $20.2M | 2,418,198 | New |
| Pdd Holdings IncCALL | 4.6% | $19.1M | 2,500 | New |
| LULufax Holding Ltd-AdrCOM | 4.5% | $18.4M | 13,939,985 | Added +12% |
| MOMOHello Group Inc -Spn ADRADR | 3.5% | $14.3M | 2,466,700 | Added +958% |
| QFINQfin Holdings Inc-AdrADR | 2.2% | $9.0M | 567,781 | New |
Sold out
Held at Mar 31, 2026, gone at Jun 30, 2026| Stock | % of fund in Q1 2026 | Value in Q1 2026 |
|---|---|---|
| BABAAlibaba Group Holding-Sp ADRADR | 31.9% | $65.6M |
| JOYYJoyy Inc-AdrADR | 1.9% | $3.8M |
| METAMeta Platforms Inc-Class ACL A | 1.8% | $3.7M |
| MUMicron Technology IncCOM | 1.3% | $2.6M |