Alpine Investment Management Ltd
An institutional investment manager in HONG KONG. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026. SEC CIK 1964631.
- Reported value$411.2m
- Positions9
Holdings: 9 positions
The filing on sec.govAs filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.
| Issuer | Class | CUSIP | Reported value$m | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Full Truck Alliance Co LtdYMM | SPONSORED ADS | 35969L108 | 140 | 34.0% | 17,210,388 | Added+6,160,388 | |
| PDD Holdings IncPDD | SPONSORED ADS | 722304102 | 127 | 30.8% | 1,661,600 | Added+1,567,264 | |
| Lumentum Holdings IncLITE | COM | 55024U109 | 41.8 | 10.2% | 48,745 | Added+47,795 | |
| Nvidia CorporationNVDA | COM | 67066G104 | 21.9 | 5.3% | 109,600 | Added+89,100 | |
| Tencent Music Entmt GroupTME | SPON ADS | 88034P109 | 20.2 | 4.9% | 2,418,198 | New+2,418,198 | |
| PDD Holdings Inc | CALL | 722304902 | 19.1 | 4.6% | 2,500 | New+2,500 | |
| Lufax Holding LtdLU | SPONSORED ADR | 54975P201 | 18.4 | 4.5% | 13,939,985 | Added+1,535,985 | |
| Hello Group IncMOMO | ADS | 423403104 | 14.3 | 3.5% | 2,466,700 | Added+2,233,466 | |
| Qfin Holdings IncQFIN | AMERICAN DEP | 88557W101 | 9.0 | 2.2% | 567,781 | New+567,781 |
Sold out: 7 positions
Held at the end of the quarter before and not reported this quarter.
| Issuer | Class | CUSIP | Reported value$ | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Alibaba Group HLDG LtdBABA | SPONSORED ADS | 01609W102 | 0.0 | 0.0% | 0 | Sold out−523,270 | |
| Alibaba Group HLDG Ltd | PUT | 01609W952 | 0.0 | 0.0% | 0 | Put | Sold out−5,250 |
| Joyy IncJOYY | ADS REPSTG COM A | 46591M109 | 0.0 | 0.0% | 0 | Sold out−65,547 | |
| Meta Platforms IncMETA | CL A | 30303M102 | 0.0 | 0.0% | 0 | Sold out−6,420 | |
| Micron Technology IncMU | COM | 595112103 | 0.0 | 0.0% | 0 | Sold out−7,700 | |
| PDD Holdings Inc | CALL | 722304902 | 0.0 | 0.0% | 0 | Call | Sold out−7,500 |
| Sandisk Corp | PUT | 80004C950 | 0.0 | 0.0% | 0 | Put | Sold out−825 |
Source: SEC EDGAR, Form 13F-HR, accession 0001964631-26-000004 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.