Alpine Investment Management Ltd
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SANDISK CORP(SNDK)(Put) | 0 | 825 | +825 | 0 | 52,415,550 | — | +52,415,550 |
| ALIBABA GROUP HLDG LTD(BABA) | 138,800 | 523,270 | +384,470 | 20,345,304 | 65,649,454 | 31.89% | +45,304,150 |
| ALIBABA GROUP HLDG LTD(BABA)(Put) | 2,750 | 5,250 | +2,500 | 40,309,500 | 65,866,500 | — | +25,557,000 |
| FULL TRUCK ALLIANCE CO LTD(YMM) | 7,444,800 | 11,050,000 | +3,605,200 | 79,882,704 | 91,715,000 | 44.55% | +11,832,296 |
| PDD HOLDINGS INC(PDD) | 0 | 94,336 | +94,336 | 0 | 9,639,252 | 4.68% | +9,639,252 |
| META PLATFORMS INC(META) | 0 | 6,420 | +6,420 | 0 | 3,673,075 | 1.78% | +3,673,075 |
| MICRON TECHNOLOGY INC(MU) | 0 | 7,700 | +7,700 | 0 | 2,601,368 | 1.26% | +2,601,368 |
| LUFAX HOLDING LTD(LU) | 8,106,500 | 12,404,000 | +4,297,500 | 20,752,640 | 23,195,480 | 11.27% | +2,442,840 |
| HELLO GROUP INC(MOMO) | 0 | 233,234 | +233,234 | 0 | 1,343,428 | 0.65% | +1,343,428 |
| LUMENTUM HLDGS INC(LITE) | 0 | 950 | +950 | 0 | 667,622 | 0.32% | +667,622 |
| WEIBO CORP(WB) | 386,000 | 0 | -386,000 | 3,944,920 | 0 | — | -3,944,920 |
| PDD HOLDINGS INC(PDD)(Call) | 8,350 | 7,500 | -850 | 94,680,650 | 76,635,000 | — | -18,045,650 |
| ADVANCED MICRO DEVICES INC(Put) | 1,250 | 0 | -1,250 | 26,770,000 | 0 | — | -26,770,000 |
| NVIDIA CORPORATION(NVDA) | 165,400 | 20,500 | -144,900 | 30,847,100 | 3,575,200 | 1.74% | -27,271,900 |
| JOYY INC(JOYY) | 496,300 | 65,547 | -430,753 | 32,140,388 | 3,827,289 | 1.86% | -28,313,099 |
| PDD HOLDINGS INC(PDD) | 306,198 | 0 | -306,198 | 34,719,791 | 0 | — | -34,719,791 |