Alpine Investment Management Ltd Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Alpine Investment Management Ltd disclosed 8 stock positions valued at approximately $411.20M as of quarter-end June 30, 2026. The largest holdings include FULL TRUCK ALLIANCE CO LTD, PDD HOLDINGS INC, and LUMENTUM HLDGS INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 8
- Portfolio Value
- $411.20M
Holdings by Sector
Alpine Investment Management Ltd Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| FULL TRUCK ALLIANCE CO LTD | YMM | Technology | 33.99% | 17,210,388 | +6,160,388 | +55.75% | $139,748,351 |
| PDD HOLDINGS INC | PDD | Consumer Cyclical | 30.82% | 1,661,600 | +1,567,264 | +1661.36% | $126,746,848 |
| LUMENTUM HLDGS INC | LITE | Technology | 10.17% | 48,745 | +47,795 | +5031.05% | $41,826,135 |
| NVIDIA CORPORATION | NVDA | Technology | 5.33% | 109,600 | +89,100 | +434.63% | $21,929,864 |
| TENCENT MUSIC ENTMT GROUP | TME | Communication Services | 4.91% | 2,418,198 | +2,418,198 | +100.00% | $20,191,953 |
| LUFAX HOLDING LTD | LU | Financial Services | 4.47% | 13,939,985 | +1,535,985 | +12.38% | $18,400,780 |
| HELLO GROUP INC | MOMO | Communication Services | 3.48% | 2,466,700 | +2,233,466 | +957.61% | $14,306,860 |
| QFIN HOLDINGS INC | QFIN | Financial Services | 2.18% | 567,781 | +567,781 | +100.00% | $8,976,618 |
Showing 8 of 8 holdings in the latest reporting period.