Fund HoldingsAlpine Investment Management Ltd

Total Portfolio Value
$411.20M
Total Bought
$290.65M
Total Sold
$75.75M
Net Transaction
+$214.90M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
PDD HOLDINGS INC(PDD)94,3361,661,600+1,567,2649,639126,74730.82%+117,108
FULL TRUCK ALLIANCE CO LTD(YMM)11,050,00017,210,388+6,160,38891,715139,74833.99%+48,033
LUMENTUM HLDGS INC(LITE)95048,745+47,79566841,82610.17%+41,159
TENCENT MUSIC ENTMT GROUP(TME)02,418,198+2,418,198020,1924.91%+20,192
PDD HOLDINGS INC(PDD)02,500+2,500019,0704.64%+19,070
NVIDIA CORPORATION(NVDA)20,500109,600+89,1003,57521,9305.33%+18,355
HELLO GROUP INC(MOMO)233,2342,466,700+2,233,4661,34314,3073.48%+12,963
QFIN HOLDINGS INC(QFIN)0567,781+567,78108,9772.18%+8,977
MICRON TECHNOLOGY INC(MU)7,7000-7,7002,6010-2,601
META PLATFORMS INC(META)6,4200-6,4203,6730-3,673
JOYY INC(JOYY)65,5470-65,5473,8270-3,827
LUFAX HOLDING LTD(LU)12,404,00013,939,985+1,535,98523,19518,4014.47%-4,795
ALIBABA GROUP HLDG LTD(BABA)523,2700-523,27065,6490-65,649
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