Holders — by stockHoldings — by fund
Alpine Investment Management Ltd
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001964631
$411.2M
disclosed book value
9
positions
34%
largest position share
Positions, as of 2026-06-30
top 9 of 9 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | YMMFULL TRUCK ALLIANCE CO LTD | 17.2M | $139.7M | 34% |
| 2 | PDDPDD HOLDINGS INC | 1.7M | $126.7M | 30.8% |
| 3 | LITELUMENTUM HLDGS INC | 48,745 | $41.8M | 10.2% |
| 4 | NVDANVIDIA CORPORATION | 109,600 | $21.9M | 5.3% |
| 5 | TMETENCENT MUSIC ENTMT GROUP | 2.4M | $20.2M | 4.9% |
| 6 | PDD HOLDINGS INC | 2,500 | $19.1M | 4.6% |
| 7 | LULUFAX HOLDING LTD | 13.9M | $18.4M | 4.5% |
| 8 | MOMOHELLO GROUP INC | 2.5M | $14.3M | 3.5% |
| 9 | QFINQFIN HOLDINGS INC | 567,781 | $9.0M | 2.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.