Alpine Investment Management Ltd
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| PDD HOLDINGS INC(PDD)(Call) | 3,350 | 13,350 | +10,000 | 35,061,100 | 176,446,950 | — | +141,385,850 |
| LUFAX HOLDING LTD(LU) | 0 | 4,225,000 | +4,225,000 | 0 | 17,153,500 | 14.42% | +17,153,500 |
| ARGAN INC | 0 | 60,000 | +60,000 | 0 | 16,203,000 | 13.62% | +16,203,000 |
| FULL TRUCK ALLIANCE CO LTD(YMM) | 4,598,038 | 4,000,000 | -598,038 | 54,302,829 | 51,880,000 | 43.62% | -2,422,829 |
| DECKERS OUTDOOR CORP(DECK) | 65,000 | 0 | -65,000 | 6,699,550 | 0 | — | -6,699,550 |
| ERMENEGILDO ZEGNA N V | 850,000 | 0 | -850,000 | 7,267,500 | 0 | — | -7,267,500 |
| JOYY INC(JOYY) | 914,153 | 575,000 | -339,153 | 46,539,529 | 33,700,750 | 28.33% | -12,838,779 |
| ENPHASE ENERGY INC(ENPH)(Put) | 6,500 | 0 | -6,500 | 25,772,500 | 0 | — | -25,772,500 |
| MICRON TECHNOLOGY INC(MU)(Call) | 5,000 | 0 | -5,000 | 61,625,000 | 0 | — | -61,625,000 |
| PDD HOLDINGS INC(PDD) | 900,000 | 0 | -900,000 | 94,194,000 | 0 | — | -94,194,000 |