Alpine Investment Management Ltd Portfolio Stock Holdings
Alpine Investment Management Ltd disclosed 10 stock positions valued at approximately $205.9 million in its latest SEC 13F filing. The largest holdings include FULL TRUCK ALLIANCE CO LTD, ALIBABA GROUP HLDG LTD, and LUFAX HOLDING LTD. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 10
- Portfolio Value
- $205.9M
Holdings by Sector
Alpine Investment Management Ltd Portfolio Holdings in Q1 2026
10 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| FULL TRUCK ALLIANCE CO LTD | YMM | Technology | 44.55% | 11,050,000 | +3,605,200 | +48.43% | $91,715,000 |
| ALIBABA GROUP HLDG LTD | BABA | Consumer Cyclical | 31.89% | 523,270 | +384,470 | +277.00% | $65,649,454 |
| LUFAX HOLDING LTD | LU | Financial Services | 11.27% | 12,404,000 | +4,297,500 | +53.01% | $23,195,480 |
| PDD HOLDINGS INC | PDD | Consumer Cyclical | 4.68% | 94,336 | -211,862 | -69.19% | $9,639,252 |
| JOYY INC | YY | Communication Services | 1.86% | 65,547 | -430,753 | -86.79% | $3,827,289 |
| META PLATFORMS INC | META | Communication Services | 1.78% | 6,420 | +6,420 | +100.00% | $3,673,075 |
| NVIDIA CORPORATION | NVDA | Technology | 1.74% | 20,500 | -144,900 | -87.61% | $3,575,200 |
| MICRON TECHNOLOGY INC | MU | Technology | 1.26% | 7,700 | +7,700 | +100.00% | $2,601,368 |
| HELLO GROUP INC | MOMO | Communication Services | 0.65% | 233,234 | +233,234 | +100.00% | $1,343,428 |
| LUMENTUM HLDGS INC | LITE | Technology | 0.32% | 950 | +950 | +100.00% | $667,622 |