Alpine Investment Management Ltd
Top Portfolio Positions
10 positions ·
$205,887,166 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| YMM |
Full Truck Alliance Co. Ltd.
Technology
|
11,050,000 | $91,715,000 | 44.55% | |
| BABA |
Alibaba Group Holding Ltd
Consumer Cyclical
|
523,270 | $65,649,454 | 31.89% | |
| LU |
Lufax Holding Ltd
Financial Services
|
12,404,000 | $23,195,480 | 11.27% | |
| PDD |
PDD Holdings Inc.
Consumer Cyclical
|
94,336 | $9,639,252 | 4.68% | |
| JOYY |
JOYY Inc.
Communication Services
|
65,547 | $3,827,289 | 1.86% | |
| META |
Meta Platforms, Inc.
Communication Services
|
6,420 | $3,673,074 | 1.78% | |
| NVDA |
Nvidia Corp
Technology
|
20,500 | $3,575,200 | 1.74% | |
| MU |
Micron Technology Inc
Technology
|
7,700 | $2,601,368 | 1.26% | |
| MOMO |
Hello Group Inc.
Communication Services
|
233,234 | $1,343,427 | 0.65% | |
| LITE |
Lumentum Holdings Inc.
Technology
|
950 | $667,622 | 0.32% |
Portfolio Trend
Holdings in LU
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,195,480 | 12,404,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $20,752,640 | 8,106,500 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $17,153,500 | 4,225,000 | Shares | Sole | 2025-11-13 | |
| No 13F history on record for this holder in this stock. | ||||||