Alpine Investment Management Ltd
CIK 1964631
13F filing for Q2 2026・No. 4,416
- Holdings
- US$411.2M
- Quarter change
- +US$10.39M
- Entries
- 9
- Net bought (estimate)
- +US$215.88M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 3
- Sold out 4
- Cut 0
- Added 6
- Corporate actions 0
- Unchanged 0
Largest holdings
9 stocks worth US$411.2M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| YMMFULL TRUCK ALLIANCE CO LTDSPONSORED ADS | Added | 17,210,388 | US$139.75M | 33.99% |
| PDDPDD HOLDINGS INCSPONSORED ADS | Added | 1,661,600 | US$126.75M | 30.82% |
| LITELUMENTUM HLDGS INCCOM | Added | 48,745 | US$41.83M | 10.17% |
| NVDANvidiaCOM | Added | 109,600 | US$21.93M | 5.33% |
| TMETENCENT MUSIC ENTMT GROUPSPON ADS | New | 2,418,198 | US$20.19M | 4.91% |
| PDD HOLDINGS INCCALL | New | 2,500 | US$19.07M | 4.64% |
| LUFAX HOLDING LTDSPONSORED ADR | Added | 13,939,985 | US$18.4M | 4.47% |
| HELLO GROUP INCADS | Added | 2,466,700 | US$14.31M | 3.48% |
| QFINQFIN HOLDINGS INCAMERICAN DEP | New | 567,781 | US$8.98M | 2.18% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.