# Alpine Investment Management Ltd: Form 13F holdings

An institutional investment manager in HONG KONG. SEC CIK 1964631.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $411.2m
- Positions: 9 (9 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1964631/000196463126000004/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [FULL TRUCK ALLIANCE CO LTD (YMM)](/companies/ymm.md) | SPONSORED ADS | $139.7m | 34.0% | 17,210,388 |  | Added +6,160,388 |
| [PDD HOLDINGS INC (PDD)](/companies/pdd.md) | SPONSORED ADS | $126.7m | 30.8% | 1,661,600 |  | Added +1,567,264 |
| [LUMENTUM HLDGS INC (LITE)](/companies/lite.md) | COM | $41.8m | 10.2% | 48,745 |  | Added +47,795 |
| [NVIDIA CORPORATION (NVDA)](/companies/nvda.md) | COM | $21.9m | 5.3% | 109,600 |  | Added +89,100 |
| [TENCENT MUSIC ENTMT GROUP (TME)](/companies/tme.md) | SPON ADS | $20.2m | 4.9% | 2,418,198 |  | New +2,418,198 |
| PDD HOLDINGS INC | CALL | $19.1m | 4.6% | 2,500 |  | New +2,500 |
| [LUFAX HOLDING LTD (LU)](/companies/lu.md) | SPONSORED ADR | $18.4m | 4.5% | 13,939,985 |  | Added +1,535,985 |
| [HELLO GROUP INC (MOMO)](/companies/momo.md) | ADS | $14.3m | 3.5% | 2,466,700 |  | Added +2,233,466 |
| [QFIN HOLDINGS INC (QFIN)](/companies/qfin.md) | AMERICAN DEP | $9.0m | 2.2% | 567,781 |  | New +567,781 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [ALIBABA GROUP HLDG LTD (BABA)](/companies/baba.md) | SPONSORED ADS | $0 | 0.0% | 0 |  | Sold out −523,270 |
| ALIBABA GROUP HLDG LTD | PUT | $0 | 0.0% | 0 | Put | Sold out −5,250 |
| [JOYY INC (JOYY)](/companies/joyy.md) | ADS REPSTG COM A | $0 | 0.0% | 0 |  | Sold out −65,547 |
| [META PLATFORMS INC (META)](/companies/meta.md) | CL A | $0 | 0.0% | 0 |  | Sold out −6,420 |
| [MICRON TECHNOLOGY INC (MU)](/companies/mu.md) | COM | $0 | 0.0% | 0 |  | Sold out −7,700 |
| PDD HOLDINGS INC | CALL | $0 | 0.0% | 0 | Call | Sold out −7,500 |
| SANDISK CORP | PUT | $0 | 0.0% | 0 | Put | Sold out −825 |

Source: SEC EDGAR, Form 13F-HR, accession 0001964631-26-000004. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.