account_balance
Investment manager · 13F filer · SEC CIK 1964631
Alpine Investment Management Ltd
Reported value$411Mas of Jun 30, 2026
Positions9 3 new, 4 sold out
Top 10 weight100.0%YMM alone is 34%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
This fund reports 9 stocks.
YMMFull Truck Alliance Co Ltd
34.0%Added +56%
PDDPDD Holdings Inc
30.8%Added +1661%
LITELumentum Hldgs Inc
10.2%Added +5031%
NVDANvidia Corporation
5.3%Added +435%
TMETencent Music Entmt Group
4.9%New
PDD Holdings Inc
4.6%New
LULufax Holding Ltd
4.5%Added +12%
MOMOHello Group Inc
3.5%Added +958%
QFIN2.2%YMMFull Truck Alliance Co Ltd
34.0%Added +56%
PDDPDD Holdings Inc
30.8%Added +1661%
LITE10.2%NVDA5.3%TME4.9%PDD Holdings Inc4.6%
LU4.5%MOMO3.5%QFIN2.2%Box size is the share of the fund. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 9 as a list
YMM Full Truck Alliance Co Ltd 34.0% Added +56%PDD PDD Holdings Inc 30.8% Added +1661%LITE Lumentum Hldgs Inc 10.2% Added +5031%NVDA Nvidia Corporation 5.3% Added +435%TME Tencent Music Entmt Group 4.9% New
PDD Holdings Inc 4.6% New
LU Lufax Holding Ltd 4.5% Added +12%MOMO Hello Group Inc 3.5% Added +958%QFIN Qfin Holdings Inc 2.2% NewWhat changed