Alpine Investment Management Ltd
CIK 0001964631 · HONG KONG, K3 · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$411.2M
2026 Q2
Positions
9
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
100.0%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
YMM
FULL TRUCK ALLIANCE CO LTD
34.0%
PDD
PDD HOLDINGS INC
30.8%
LITE
LUMENTUM HLDGS INC
10.2%
NVDA
NVIDIA CORPORATION
5.3%
TME
TENCENT MUSIC ENTMT GROUP
4.9%
722304902
PDD HOLDINGS INC
4.6%
LU
LUFAX HOLDING LTD
4.5%
MOMO
HELLO GROUP INC
3.5%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.